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Dashboard & Report Schedules
Dashboard & Report Schedules

Keep your Dashboards and Reports up-to-date

Updated over a week ago

Create a Schedule

We understand that schedules could become extremely busy and would rather have the data come to them instead of logging into different systems to get to the data that they need. To make life easier we have the Schedule feature, which allows you to refresh the Dashboard or Report at a pre-set time and send the result over email.

  1. Select Create New Schedule from the Dashboard or Report Action menu.

  2. Configure Name, Description, Recipient(s) and Recurrence.

  3. Hit Create and you're set!

When Alert Only is toggled on the Dashboard will be refreshed as configured but an email will be sent only when at least one chart on the Dashboard contains an anomaly. The email will be sent with every execution until there's no charts containing anomalies left on the Dashboard.

Anomaly Detection

For every time series analysis, Kubit's anomaly detection engine automatically calls out outliers as red dots on the chart.

  • Behind the scenes a machine learning algorithm builds a model based on historical data which considers seasonalities, skips known incidents and reduces false alarms.

  • Mouse-over shows the Z-score of the incident data points compared to the predicted values.

  1. Anomaly Detection is applied only on line charts such as Query or Funnel.

  2. One chart can contain multiple anomalies

Modify a Schedule

You can navigate to the schedules form the left-side navigation menu. Once you see the list of all schedules you can click on the context menu and:

  • Go to Dashboard or Analysis: find the relevant schedule

  • Execute Now: immediately refreshes the item and sends an email to the recipients (if Alert Only conditions are met).

  • Edit: change the name, description, recipient, recurrence and alert only flag

  • Pause: stop the schedule from executing without deleting it. Useful in rare cases, for example when there is a data issue that is being fixed and until it is resolved it's better to not refresh the time and alarm other stakeholders.

  • Delete: deletes the Schedule forever.

Custom Alert Monitors in Query

When a Query is monitoring critical KPIs it's important to be alerted when a measure or compound measure dips below or above a certain threshold. Previously Kubit detected these anomalies using our own model but now you are able to set thresholds yourself!

When creating a schedule for the Query report, follow the same flow of:

  • Naming the Schedule

  • Setting the refresh timeframe

  • Adding recipients to the emails of that Report and any Alerts

The newly added functionality allows you to set thresholds of when an alert will fire on a given day.

  • Click "Custom Threshold Met"

  • Input the parameters, meaning if any value on the chart is Above/Below a specific number.

  • You can also set Alerts based on % change from the previous day by adding a Comparison Analysis to your Query.

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