Create Rules

Rules let you define monitoring criteria for your report data so that the Rule Agent can automatically analyze it each time the report runs and notify subscribers of the results.

Prerequisites

Before you start, make sure that the following prerequisites are fulfilled:

• You have a Designer license.

• You have published the report data as Business Views (BVs). The Rule Agent runs only on BVs from named ranges in your reports.

Create a Rule

To create a Rule and configure how and when the software notifies you of an analysis result, follow the below steps:

1. Navigate to Reporting Intelligence > Reports Center > Intelligence Layer > Configure > Rules and click the Create Rule button. The software opens the Create New Rule modal.
2. From the dropdown, select a Business View for which you want to create the Rule and click Next. The software displays Rules suggested by the Rule Agent based on the selected report.
3. Define the Rule. You have two options to do this:
   • Select one of the suggested Rules.

   • Insert your own Rule in the Label field. When entering the Rule, the suggested Rules disappear and instead, the software displays suggestions on how you can finish your Rule. You can select one of the options or continue entering your own idea.

     Figure 1:  Create New Rule modal with a text field to define the Rule

     

4. Define Rule Name and click Next. The software displays subscription options.
5. In the Add Subscribers field, enter subscribers e-mail addresses or select from suggestions.

6. Click Create Rule. The software displays a success message.

   Figure 2:  Success Message

   

   Note: Rules don't work for reports that haven't been run. 
    

Your Rule is now active. When the report is run, the Intelligent Agent performs the analysis of the Business View taking into consideration the monitoring criteria. The Agent generates the result and sends it to the dashboard. You can view the result in Reporting Intelligence > Intelligence Layer > Results. For more information, see Monitor Analysis Results.

Note: The Rule creator automatically becomes the subscriber. The only way to change it is to transfer the Rule ownership to a different user. For details, see Change a Rule Owner.