--- title: "Alerts and Reports" slug: "report-scheduler" updated: 2026-04-30T08:26:33Z published: 2026-04-30T08:26:33Z canonical: "help.symphonysummitai.com/report-scheduler" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Alerts and Reports ## Overview Do you find yourself constantly reopening ITSM reports just to see whether ticket volumes or SLAs have changed? What if those insights came straight to your inbox ? With *Alerts and Notifications in Reports*, you can automate email alerts and report updates based on your own query conditions—right from the UI, no API needed. Using **Alerts and Reports**, available inside each Reporting module, you can schedule **email alerts** and **report notifications** based on query results and conditions defined in the Alerts and Notifications. Set up one time and get reports delivered directly to your inbox. **User Persona**: Analyst **Key Highlights** - Automatically email a report or chart to recipients - Trigger alerts based on data conditions - Send report snapshots daily/weekly/monthly - Export dashboard or chart via PDF, CSV, or image #### **Dashboard** - Sends full dashboard (multiple charts combined) #### **Chart** - Sends only selected single chart #### **Email Formats Supported** 1. Embedded Image (PNG) 2. CSV Attachment 3. PDF Attachment ## **Example Use Cases** #### **Daily Manager Summary** A manager wants a daily ticket summary in inbox: - Configure a daily recurring schedule at 07:00 AM - Attach report in PDF - Query fetches Open Tickets summary #### **Alert if VIP Ticket Raised** If a VIP user raises a high priority ticket: - Condition query filters priority & user category - Email sent immediately when condition matches #### **Weekly SLA Breach Report** Setup: - Cron schedule every Friday at 6 PM - CSV exported list of SLA breaches ## Configure Alerts for Reports To configure alerts for reports (Dashbaords and Charts) delivered directly to your inbox, perform the following steps: 1. Log in to the application as an analyst. Ensure Role Template with rights to create Alerts and Notifications is available for the analyst. After login, the Dashboard page is displayed. 2. Click **Worksapce > ITSM**. 3. Click Reports to view the module-wise Report icons available. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-3MWYZX65.png) Figure: Module-wise Report 4. Click on any module to configure Alerts and Reports. The following screen is displayed with the top right as **Alerts and Reports**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-UIL4V0K5.png) Figure: Alerts and Reports 5. Click on **Alerts and Reports** on the Top right to configure alert notifications sent to your inbox, based on the desired query and condition. The following screen displays an existing Alert already pre-configured as an example. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-JED35OP3.png) Figure: List of Alerts and Reports | Field | Description | | --- | --- | | Last run | Indicates the date and time when the alert was last executed. | | Name | Provides the name of the alert configured. | | Schedule | Indicates the frequency and time-zone when the alert will be executed. Example: Every Minute, Every month, Every year, etc… | | Notification method | Mentions the way in which the notification will be sent, which is email. | | Owners | Mentions the initials of the user to whom the email will be sent. | | Last Modified | Mentions the duration when last modificaiton was done to the Alert. | | Active | Indicates whether the Alert is active or inactive. Inactive alerts, do not execute any longer. For an alert to run, it must be in Active state. | | Actions | Indicates the actions that will be taken place when alert is sent. | 6. Click **+ Alert** on the top right to configure a new alert notification for reports. 7. Enter the details for each field as described in the following table. | Field | Description | | --- | --- | | **General Information** | | Alert name | Specify the alert name that helps you to easily identify the alert that is configured. | | Description | Provide an informatiive description that provides additional details of the alert configured. | | Alert is active | Turn the Alert is active gear to start getting the notification alerts on your email. | | **Alert condition** | | Database | Select the database from the drop-down for which you want to configure the alert notifications | | SQL Query | Based on your requirement, you can specify the SQL query using which you want specific reports to be sent on email. Example: select classificationid from mart_pm_problem_record_master WHERE problem_ticket_id=909 | | Trigger Alert If | In this section, you will get the following options: - ! = (Is not equal): Triggers alert when the specified value does not match. - < (Smaller than): Triggers alert when the specified value is less than the given value. - < = (Smaller or equal): Triggers alert when the specified value is less than or equaly to the given value. - == (Is equal): Triggers alert when the specified value is equal to the given value. - >(Larger than): Triggers alert when the specified value is greater than the given value. - (Larger or equal): Triggers alert when the specified value is greater than or equal to the given value. - Not null: Triggers alert when the specified value is not null. | | Value | Enter the value for which you want above condition configured in Trigger alert if to meet. | | **Alert contents** | | Content type | Select one from Dashboard or Charts. Dashboard is used when you want to fetch a combination of multiple charts. Selecting Chart will give you only a single Chart report in csv format. > [!NOTE] > Note: > > If **Content Type** is selected as Chart then the report can be sent as Excel (.xlsx and CSV), PDF, and PNG format over email. To send the report in Excel (.xlsx) format, select the **Send as Excel** check box as shown below. When selected, the dropdown fields are disabled. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-INJREB84.png) Figure: Send as Excel Also, if the alert is made active or inactive, the **Send as Excel** check box will be unchecked automatically. | | Select dashboard/chart | Select the Dashboard chart from the drop-down which you want to send the report. | | Content format | You can send the report as a PDF or PNG in your email alert notification. Select either PDF or PNG. To send as attachments, select PDF. If you want to embed the image inside the body of the email, select PNG format. | | Ignore cache when generating report | Ignores cache when generating the Reports. | | **Schedule** | | Schedule type | You can either schedule the alert notification on a recurring basis or using a cron expression. To schedule a repetitive alert for reports on regular intervals, select Recurring. Example: Every day at 12:00 | | Schedule | For Recurring: - Year, Month, Week, Day, Hour, Minute. For Cron Schedule: - 0 2 * * * (Example). It can be any other examples, based on your requirement. | | Timezone | Select the timezone from the drop-down based on which alert should be sent. | | Log retention | Indicates the number of days or none for which you want to retain the log of alerts which have been sent. - 90 days, None, 30 days, 60 days | | Grace period | Indicates the cooling time or grace period in seconds, when email notifications are not sent. Example: If there is an email already sent at 3:40 and Grace period is configured as 300 seconds then even if there is another alert at 3:43 then email will not be sent as grace period has not been reached. | | **Notification method** | | Notification method | By default, it is Email. | | Email subject name (optional) | Specify the subject of the notificaiton email. | | Email recipients | Configure the Email recipients to whom the email has to be sent. | | Add CC Recipients | Alternatively, you can specify the CC Recipients to whom email should be sent. | | Add BCC Recipients | Alternatively, you can specify the BCC Recipients to whom email should be sent. | 8. Click **Add** to add the Alert and Notification. 9. Following are few sample Alert emails sent for reference: 1. PDF received as attachment in email: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-Z3QSMC78.png) Figure: Alert as PDF attachment 2. CSV received as Report attachment ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-FXPXQSY4.png)Figure: Alert as CSV attachment 3. Following is sample of PNG Image embedded inside the email sent as an Alert notification for report: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-O75HLEBW.png) Figure: Alert as an Image embedded in Email ## **User Access to Custom Reports** When editing a report , access is not controlled at the individual dashboard or report level. Instead, it is governed by the **report role template** mapped to the **dataset** used to create the report. To clarify this behaviour, a note is now added in the **Access** section of the dashboard edit screen stating that dataset-based reports inherit access from the role template assigned to the user. If a user has access to a specific role template, they can view all reports created from the datasets mapped to that role. There is currently no provision in Superset to share an individual report directly with a specific user. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/R11.png) Based on the user’s persona, the administrator assigns either **Report Viewer** or **Report Designer** access for a specific module (for example, Incident). If a user is assigned the Incident Report Designer role template, they can create new reports only for the Incident module. However, they cannot edit existing reports created by other users. Only the original report owner can edit their report. For more information on assigning role template access, refer [Add Users](https://help.symphonysummitai.com/apex/docs/d89bcd68-8092-4e66-b189-77f0ac3b1324?isPreview=true&versionNumber=18) This approach aligns with the underlying access model where every report belongs to a dataset, multiple reports can be created from a dataset, and each dataset is mapped to a single role template that is then assigned to users. ##