Alerts

In Chartio, an alert is essentially a Single Value chart with a threshold. Chartio will run your query at the scheduled interval, and if the value returned meets the threshold you’ve specified, we’ll send an email with a customized message.

You can send an alert to anyone, whether they’re a Chartio user or not. You can also schedule alerts for non-numeric values like text or dates.

To view and manage your alerts, click the ellipsis “…” menu on the top navigation bar and select Alerts from the dropdown.

Alert Overview

Creating an Alert

To create an alert visit the Alert admin panel and click + Add Alert. Build your query as you normally would for any chart, and ensure that your final dataset returns a single value.

If you’re new to Chartio, you may want to review our Quick Start Guide first.

Set the Query schedule, along with the threshold required to trigger the alert. Add email addresses to receive the alert, and add custom subject and body text to be sent in the alert email. Include a dashboard URL in the email to provide more context for the alert.

{THRESHOLD} and {VALUE} are variables you can include in your email to refer to the alert threshold trigger and alert value, respectively.

Create an alert


Create from a chart

Permissions required: Dashboard Editor and requisite data source access

You can also create an alert from an existing single value chart. Navigate to a dashboard with a single value chart. Click the chart’s menu and choose Clone to Alert. This will open the chart in the alert editor, allowing you to save a copy of your chart as a new alert.

When you save your new alert, it is no longer associated with the original chart. Any change made to the chart will not automatically update the Alert and vice versa.

Create an Alert from existing

Check out the short video below to see how to create an Alert:


Delete an Alert

Permissions required: Alert Admin

From the Alerts list, click the alert’s menu under Options and choose Delete from the dropdown.

Delete an Alert


Permissions

Alerts have two access levels: Editor and Admin. Similar to charts, anyone can create an alert using a data source they have access to.

Alert Admins

  • Owners are granted Admin access to all alerts by default
  • Can grant and view Access Settings
  • Can edit and delete the alert

Alert Editors

  • Can edit the alert

Receiving an Alert

You may send alerts to any email address you wish, whether they are a Chartio user or not.

Alert emails are designed to be flexible, allowing you to integrate your alerts with third party automation software or even Slack, if you wish.

Example of an alert email