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Conditions

The Conditions tab lets you control whether a scheduled distribution job is sent, based on specific business rules or thresholds. Reports are distributed only when meaningful or actionable data is available. Use conditions to send reports only when specific exceptions occur. This feature is ideal for triggering alerts or follow-ups that need attention—not for filtering data within the report.

Conditions apply at the data model level and not at the visualization level. Conditions do not filter the data within the report—they only determine whether the report is sent.

important

All conditions defined in the Conditions tab must apply to all visualizations included in the scheduled job. If even one condition is incompatible with a selected visaulization, the entire job is skipped.
To handle incompatible conditions, create separate scheduler jobs for groups of views with different or incompatible conditions.

When to use conditions​

  • Tracking low inventory: Send a report at the end of the day only if any inventory items have dropped below 5 units.
  • Identifying budget overruns: Notify users when actual values exceed the budget for the current fiscal period.
  • Reporting missed shipments: Trigger a report when orders expected to ship today or earlier still show no delivery date.
  • Exception-driven reporting: Distribute reports only when exceptions or business rules are met.

Add a condition​

You can create as many conditions as needed, but make sure all conditions apply to all selected visualizations. The available list of data models depends on the visualizations selected in the Web Views tab.

  1. In the Conditions tab, click Add Condition.
  2. Select the Data Model to which you want to apply the condition.
  3. Select the Environment to retrieve data from for evaluating the condition.
  4. Click the pencil icon to open the Restriction Builder.
  5. Build an SQL expression using the using available functions, operators, tables, and variables.
  6. Click Save. The expression appears in the Condition box.
  7. Click Confirm to save.

Edit a condition​

Existing conditions appear in a list showing the Data Model Name, Environment, and SQL Condition. You can use the search bar to find conditions by these columns.

  1. Click the pencil icon next to the condition you want to edit.
  2. Make the necessary changes.
  3. Click Confirm to save.

Delete a condition​

  1. Click the trash icon next to the condition you want to delete.