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NorthernGuy
Frequent Visitor

Creating an Alert for a card displaying Accounts Receivable balance

Hi,

 

I am trying to create an alert that will notify me when the Accounts Recievable balance changes.  On the page within the dashboard there are three tiles:  a data card that presents the total AR Balance, as well as two other tiles that displace AR by Client and then AR by Age.  When I drill into the dashboard (click on the ellipses), I know it's difficult to see, but in the image below there is no "bell" icon to select to create an alert.

 

I'm guessing that the problem is that my data card is pulling from a field that includes a "date/time" component.  Unfortunately, I am using a third party content pack for QuickBooks Online from which the only field I've selected for this card is the sum of "A/R Balance" so I'm not able to see the calc behind the field.  That said, it's a numeric field and not a date/time field.

 

Is there another reason that I may not be able to see/access the ability to add an alert?

 

 

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2 REPLIES 2
ankitpatira
Community Champion
Community Champion

@NorthernGuy 

 

below are three limitations listed for data alerts. i think if you're sure its a numeric column then there shouldn't be an issue. have you ensured that you have enabled schedule refresh for that dataset ? as it only works with schedule refresh atm.

 

 

  • Alerts are currently not supported for Bing tiles, or card tiles with date/time measures.

  • Alerts only work with numeric data types.

  • Alerts only work on data that is refreshed. They do not work on static data

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