KB1672 How to Create Insight Alerts

PURPOSE
The following steps will guide you through how create automated reports to send to your E-mail or
text.

INSTRUCTIONS: HOW TO CREATE AN ALERT
1. Open a web browser
2. Go to insight.silverwarepos.com
3. At the top, click on “My Alerts”
4. Click the ‘+ New Alert” button to add a new alert

5. Select “Create a Custom Alert”

     a. Name your Alert
     b. Next a location must be entered, this can take the form of a single store, multiple
         stores, a single chain or multiple chains

     c. You can enter a message that will accompany the email
     d. You can add a databit by clicking the “Add Group” button, by default a blank data
         group is pre-generated. In each data group you can change the data group’s name by
         clicking it (it says “Additional Data” by default). You can also add a databit by clicking
         the “Add Data” button.
     e. You can add any number of the pre-set attachments to the email by clicking the “Add
     Attachment” button.
     f. Add the Recipients you would like to receive this report. Valid recipients including a
        single person, multiple persons, a single group or multiple groups by clicking the
        “Add Recipient” and/or “Add Group” buttons respectively.

6. Next you must select the time of day you wish the email/message to be sent. You can select
from the following options:
     • Start of business day – When the system of the selected store(s) is opened for the
        day this alert will be triggered.
     • At a specific time – A the specified time (rounded to each fifth minute) each day this
        alert will be triggered.
     • Within a time range – A start and end time (rounded to each fifth minute) is selected
        along with an interval that will determine how often the alert is triggered.
     • End of business day - When the system of the selected store(s) performs an end of
       day this alert will be triggered.

7. Next you must select which days this alert will be triggered on. Firstly, you can toggle which
days of the week this alert will be triggered on by clicking their corresponding button. Lastly,
you can enter in a start date and end date, between these dates, in correspondents to the
parameters set in the pervious section and on the day of the week chosen will determine
when this alert is triggered.

INSTRUCTIONS: HOW TO CREATE A RECIPIENT
Your recipients are people/groups you manage here for them to receive alerts. By default, your own
name and email will exist in a pre-generated recipient.
     1. To create a new recipient, click the “Add Recipient” button. 
     2. Once clicked a black recipient will be generated.
     3. To edit a recipient’s name, email or mobile phone number simply click the corresponding
         fields and enter the desired information into the text box that appears and click the check
         mark button to confirm the information.
     4. You can also delete a recipient by clicking the trash can button on the right of the recipients.