Creating Alerts and Scheduling Dashboard Deliveries in Re-Leased Insights

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This article guides you through the process of setting up alerts and scheduling dashboard deliveries in Re-Leased Insights. Whether you need to monitor key metrics closely or streamline the reporting process, these features help maintain oversight of your portfolio and ensure timely distribution of critical information.

Creating Alerts to Monitor Key Metrics

Alerts in Re-Leased Insights keep you informed when specific conditions on your dashboard tiles are met, such as when arrears exceed a set threshold.

Here's how to set up alerts:

  1. Click on the Alerts icon to access the alert creation dialog.
  2. Define your alert criteria, such as conditions and thresholds, intended recipients, and frequency of notifications.
  3. After configuring your alert, select Save Alert to activate it. Recipients will receive email notifications when the conditions are met.

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Scheduling Dashboard Deliveries

Scheduled deliveries empower you with automated sharing of dashboard information. This helps keep all stakeholders updated through regular, automated email reports tailored to their needs.

Setting Up a Scheduled Delivery

Follow these steps to schedule dashboard information for automated delivery:

  1. Click on the Contextual Menu [...] at the top right and choose Schedule delivery.
  2. Customize the schedule's settings including recurrence, destination, and format within the scheduling window.
  3. Choose the frequency and timing of the delivery from options such as daily, weekly, monthly, etc.
  4. Adjust additional settings like start and end times if necessary.

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Recipient, Format, and Content Customization

In the delivery settings:

  • Specify recipients by entering their email addresses, supporting both Re-Leased account holders and external contacts.
  • Select the preferred format of delivery; options include CSV, PDF, or PNG visualization.
  • Use the Filters tab to edit existing dashboard filter values for target-specific data.

The Advanced options tab offers further customization like adding a custom message, expanding table rows, or rearranging tiles.


Testing and Managing Your Schedules

Before finalizing, you can send a test delivery to yourself by selecting Test now. Once satisfied, save your schedule, and it will automatically send reports as configured. You can later return to edit, duplicate, or delete schedules as needed.

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By utilizing alerts and scheduled deliveries, you can enhance the efficiency of monitoring and reporting within your real estate portfolio.

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