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Manage My Data Alerts in Data Alert Manager

SharePoint users can view a list of the data alerts that they created and information about the alerts. Users can also delete their alerts, open alert definitions for edit in Data Alert Designer, and run their alerts. The following picture shows the features available to users in Data Alert Manager.

Alert Manager features for SharePoint users

To view a list of your alerts

  1. Go to the SharePoint library where you saved the reports on which you created data alerts.

  2. Click the icon for the expand drop-down menu on a report and click Manage Data Alerts. The following picture shows the drop-down menu.

    Open Alert Manager from report context menu

    Data Alert Manager opens. By default, it lists the alerts for the report that you selected in the library.

  3. Click the down arrow next to the View alerts for report list and select a report to view its alerts, or click Show All to list all alerts.

    Note Note

    If the report that you selected does not have any alerts, you do not have to return to the SharePoint library to locate and select a report that hasalerts. Instead, click Show All to see a list of all your alerts.

    A table lists the alert name, report name, your name as the creator of the alert, the number the alert was sent, the last time the alert definition was modified, and the status of the alert. If the alert cannot be generated or sent, the status column contains information about the error and helps you troubleshoot the problem.

To edit an alert definition

  • Right-click the data alert for which you want to edit the alert definition and click Edit.

    The alert definition opens in Data Alert Designer. For more information, see Edit a Data Alert in Alert Designer and Data Alert Designer.

    Note Note

    Only the user that created the data alert definition can edit it.

    Note Note

    If the report has changed and the data feeds generated from the report have changed the alert definition might no longer be valid. This occurs when a column that the alert references in its rules is deleted from the report, changes data type, or is included in a different data feed or the report is deleted or moved. You can open an alert definition that is not valid, but you cannot resave it until it is valid based on the current version of the report data feed that it is built upon. To learn more about how data feeds are generated from reports, see Generating Data Feeds from Reports (Report Builder and SSRS).

To delete an alert definition

  • Right-click the data alert that you want to delete and click Delete.

    When you delete the alert, no further alert messages are sent.

To run an alert

  • Right-click the data alert that you want to run and click Run.

    The alert instance is created and the data alert message is immediately sent, regardless of the schedule options you specified in Data Alert Designer. For example, an alert configured to be sent weekly and then only if the results change is sent.

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