Transaction Level Alerting
Until now, Alerts were generated based on the aggregated value of a KPI for the entire business day only. For example, for an Alert such as "When Discount Total > $100", the Alert would be triggered when the total discounts for the business day reached the 100-dollars threshold. It was impossible to create an Alert to notify users when a single transaction had a high discount.
We have enhanced the Alert Builder and added a new clause which allows the user to select if the Alert must be applied at a Business Day level, or at a SalesTransaction / Timecard / SalesItem level (depending on the KPI selected).
When creating an Alert for a “SalesTransaction” or “Timecard,” the "Is" field accepts only a comparison with a constant value, or with another KPI based on the same type selected in the "For a" field. For example, if I create an Alert for a SalesTransaction, I can only see other KPIs which are also based on the SalesTransaction type in the "Is" field.
In the example above, an Alert will be triggered each time a Discount Total for a SalesTransaction is greater than $20. By clicking on the Alert (1), the user will be redirected to the Transaction Docket containing the excessive discount.
Work-Week Start Day Customization
Previously, the “Weekly” view in Reveal could not be customized; KPIs for the aggregated weekly view were calculated off weeks that started on Sunday, but a new Settings option in the KPI Builder allows users to define which day their weeks begin.
Please note that if the week-start day is updated for an existing Namespace, the change will only affect future KPIs/reports.
Once the week-start is updated in the KPI Builder, Reveal aggregates weekly data according to the Setting.
Alerts Feed Page
The Alerts Feed page size has been increased to 30 Alerts per page (instead of just 10).
No Alerts to Subscribe to
Users will now see a friendly message when there aren’t any Alerts to subscribe to on the Alerts Subscription page.
Comparison Value in Alert Builder
The Alert Builder now allows 0 as a comparison value.
Updates to Detail and Transaction List Pages
Updates have been made to the user interface of the Detail and Transaction List pages, including a visual indicator when a drill down is available.
Users are no longer able to delete KPIs if they are included in an Alert.
Handling of Nonexistent SalesTransaction
Updates have been made with the way nonexistent SalesTransactions are handled when there are SalesItems to display in a Docket.