Re-Leased Insights lets you create threshold-based alerts and schedule automated dashboard deliveries — keeping you and your stakeholders informed without manual effort.
Creating Alerts
Alerts notify you when specific conditions on dashboard tiles are met — for example, when arrears exceed a threshold.
Click the Alerts icon on the relevant tile.
Define the alert criteria: conditions, thresholds, intended recipients, and notification frequency.
Click Save Alert. Recipients receive email notifications when conditions are met.
Setting Up a Scheduled Delivery
Click the Contextual Menu [...] at the top-right of the dashboard or tile.
Select Schedule delivery.
Configure recurrence, destination, and format.
Choose frequency and timing (daily, weekly, monthly, etc.).
Adjust start/end times if needed.
Recipient, Format, and Content Customisation
Specify recipients by email address — supports both Re-Leased account holders and external contacts.
Select delivery format: CSV, PDF, or PNG.
Use the Filters tab to customise dashboard filter values for target-specific data.
Use Advanced options to add a custom message, expand table rows, or rearrange tiles.
Testing and Managing Schedules
Click Test now to send a test delivery to yourself before saving. Once saved, reports are delivered automatically. You can return at any time to edit, duplicate, or delete schedules.
