Account & User Management 

User Manual — Notification

7. Notification

The Notifications tab provides administrators with a centralised view of all automated alerts and scheduled reports configured across the organisation. 

It serves as the management hub for proactive monitoring and reporting activity, allowing administrators to oversee what notifications have been set up, who they are assigned to, and whether they are actively running.

To access the Notification tab, follow these steps:

Step 1: From the Xebo.ai platform, click the Settings icon from the navigation bar of the platform.

Step 2: Click Notification tab to view all alerts and reports configured for the organisation.

7.1 Alerts

The Alerts section displays all Dashboards alert notifications configured within the organisation. Alerts are automated triggers that monitor specific metrics within dashboards and notify designated users when those metrics meet or exceed a defined threshold.

7.1.1 Viewing Alerts

The alerts list displays the following information:

1. Name – The label assigned to the alert.
2. Type – Indicates the module or data source the alert is based on. In this case, all alerts belong to the Dashboards module.
3. Status – Reflects whether the alert is currently active or inactive.
4. Date Created – The date on which the alert was originally configured.
5. Users – Displays the user who is responsible for configuring the alert.

7.1.2 Adding and Managing Alerts

To create a new alert, follow these steps:

Step 1: On the Alerts section under the Notification tab, click Create New to begin creating a dashboard alert.

Step 2: Enter a descriptive Name for the alert and select the Source as Dashboard.

Step 3: Select the Dashboard for which you want to configure an alert based on one of its metrics.

Step 4: Select Alert Type. The option currently available is Threshold.

Step 5: Select to whom the alert should be triggered by selecting their email from the Send Email To field.

Step 6: Select the Metric and Threshold Type along with Value for defining when the alert should be triggered.

Step 7: For numeric threshold, define the time period within which the alert condition needs to be checked in the In Time Periods date field. For relative threshold alerts, specify the comparison period in the Compared To date field.

Step 8: Specify the frequency and time at which the alert condition should be checked. You can specify the frequency as Daily, Weekly and Monthly along with the exact date and time of when the alert should run.

Step 9: Click Save once all alert configurations are confirmed to create the alert.

You can access additional actions by hovering over an alert row in the Alerts list and selecting from one of the two actions available:

• Edit – On clicking, the edit modal appears allowing user to edit the alert configurations as per their requirement.
• Delete – On clicking, a confirmation popup appears for deleting the selected alert. Click Yes to confirm the alert deletion.

7.2 Reports

The Reports section provides a view of all scheduled survey and dashboard reports configured across the organisation. 

Scheduled reports allow users to receive automated, periodic summaries of survey performance and dashboard data delivered directly to their inbox, ensuring that key stakeholders remain informed. 

NOTE: Detailed configuration of scheduled reports is covered in the Dashboards User Manual and Survey Results user manual, which should be consulted for step-by-step guidance on setting up and managing report schedules.

7.2.1 Viewing and Managing Reports

The report table displays the following information:

1. Name – The label assigned to the report.
2. Frequency – The frequency at which the report is delivered to recipient’s email addresses.
3. Status – Reflects whether a report is currently active or inactive.
4. Date Created – The date on which the scheduled reports was configured.
5. Users – Displays the number of users to whom the scheduled report is sent out.

The administrator can delete reports from this section. To delete report scheduler, follow these steps:

Step 1: On the Reports section under Notification tab, hover over the scheduled report which you want to delete. Click Delete.

Step 2: Click Yes on the confirmation popup to delete the report.