Scheduled Alerts Setup Guide

Scheduled Alerts provide you with recurring notifications of collection of issues mathiching the conditions you set up at specific times. Use this guide to configure your scheduled alerts quickly and efficiently.

Step 1:   Log in to Enjo dashboard, click on automation tools -> Alerts. You will now be on alerts Dashboard.

Step 2: Click on "new Alert" at top right corner than at "Scheduled"

Step 3: Select a Helpdesk App and a account you want to create alerts for





Step 4: Alert Configurations

1: Alert Name & Description: Enter a unique name & a brief description for the alert.

2: Report type: Select the format in which you want to receive the report (BarChart, ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Line Chart, Pie Chart, or Summary Text).

3: Source Data: Choose how to define the data points:

Basic Filter: Select projects and specify what to display on the X and Y axes.

Custom Query: Write a custom query to fetch specific data.

Click "Next"

Step 5: Scheduling the alerts: Select at what time, frequency and where you want to receive the alerts (Slack or Teams).



Step 6: Customize the alert message and choose whether to mention someone when the report is sent to the channel.

Step 7:Before creating your report, you can preview it by clicking "Test" to see a mock version of how it will appear when sent. Once satisfied, simply click "Create Report."