Data Elements tab (alert report)

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Data Elements tab (alert report)

On this tab, you define the parameters that will trigger the alert that will be sent you. In the example below, the alert will be triggered for invoices that are greater than $1,000.

In this field:

Do this:

Alert Column

This determines what information is being presented.

Record Count

Displays the total number of records.

Summary Value

Displays a value. In the above example, the value is the total value of the commits (Contracts + Change Orders) for each WBS code. To enter a formula, click the Formula button.

Summary Type

Choose one of the following:

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Summary: Provides a summary value.

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Average: Displays the average value.

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Maximum: Displays the maximum value.

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Minimum: Displays the minimum value.

Condition

Specify the condition that will trigger the alert. This can be used for record count or summary value.

Trigger Value

Enter the value of the record count or summary value that will trigger the alert.

Indicator

Allows you to specify a flag icon (red, yellow, or green) in the alert to help you identify the level or type of alert. The flags have no meaning other than user-defined identification.

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