Scheduler & Smart Alerts

Configure how and when a report is delivered — and make delivery conditional so it only arrives when it matters.

A subscription is a scheduled delivery of a report. Turn on Use as alert and the same subscription becomes a smart alert: it still runs on the schedule, but only sends when the conditions you set are met.

ℹ️ Requires Scheduler Access Creating subscriptions requires scheduler access, granted per user on the Users screen.

Creating a Subscription

Open Subscriptions from the report's Advanced actions, or Create Subscription from a visual's right-click menu.

Schedule

Setting	Options
Frequency	Every Minute, Hourly, Daily, Monthly
Time	The hour to send, in 24-hour format. Not used for minute or hourly frequencies.
Minute Granularity	For minute-based schedules: every 1, 2, 3, 5, 10, 20, or 30 minutes.
Days	For daily schedules, pick the weekdays — M T W T F S S.
Dates	For monthly schedules, pick the days of the month.

💡 Combining Schedules One report can carry several subscriptions. Weekday mornings plus an extra Monday midday run is two subscriptions on the same report, not one complicated schedule.

Schedule Window

Under Advanced, a Start Date and End Date bound the whole schedule. It defaults to the next year from today, and can be extended by another year at any time.

Delivery

Setting	Options
Send via	Email, Telegram, or Webhook
Sender	The instance default, or a specific communication channel
Recipients	Who receives it
Subject and Message	Custom text to accompany the delivery

Grouping Recipients by Data

Group updates on attribute splits one subscription into an individual delivery per distinct value of a chosen attribute — so each region's manager receives their own region's figures from a single configured subscription rather than one subscription per region.

Running Once Per Filter Value

Run individually for each value of a filter goes further: it re-runs the whole report once per value of a filter component on the dashboard, sending a separate update each time. The report each recipient receives is genuinely filtered to their value, not a slice of one shared render.

Setting	Meaning
Filter	Which filter component to iterate. Dropdown, single-select, and list filters are eligible.
Values to run individually for	A comma-separated list, for example `North, South, East`. Leave it empty to run for every value currently in that filter.

💡 Leave the Values Empty An empty list resolves the filter's values fresh on every run. Add a new region to your data and it is included automatically — a fixed list would silently keep skipping it.

Looking Up Each Value's Recipient

Running per value is only half the problem; each run still has to reach the right person. The Sender visual (recipient lookup) solves that by reading recipients out of your own data.

Point it at a table visual on the dashboard holding two columns — one matching the filter value, one holding the contact — and pick each:

Setting	Meaning
Visual	A table with value and recipient columns. Only table visuals can be read back this way.
Column matching the filter value	Joined against the value being run.
Column with the recipient contact	The email, phone, or webhook contact to deliver to.

💡 The Recipient List Maintains Itself Because recipients come from a table in the report, the routing is data, not configuration. Someone changes owner in the source system and the next run goes to the new owner — no one has to remember to edit the subscription.

Webhook Delivery

A webhook subscription calls a URL as a GET request, with an optional custom parameter — for wiring PersivX into another system rather than into someone's inbox.

Attachments & Format

Option	What it does
Attach Report Link	Include a link back to the report. On by default; a custom link can be supplied instead of the default one.
Attach data in excel	Attach the data as a spreadsheet. You name the attachment; the date is appended automatically.
Attach Screenshot	Render the report as an image and include it.

Screenshots have their own options:

Add as attachment as well — include the image as a file, not only inline
Send Screenshot only — strip the header, report name, and report link, leaving just the image
Full table screenshot — capture the whole table rather than the visible portion, up to 500 rows
Orientation — Portrait or Landscape
Screenshot browser size — an explicit Width and Height in pixels for the browser that renders the capture. Both default to Auto

💡 When to Set a Size Leave it on Auto unless the delivered image isn't capturing what you expect. A wide dashboard clipped on the right, or a tall one cut off at the bottom, is the case for setting an explicit size — you are choosing the viewport the report is rendered into, so a larger one fits more in.

ℹ️ Excel Attachment Requires Export Rights The data attachment option appears only where you have data-export permission on the report.

Run With a Saved View

Under Advanced, Run with saved view sends the report as it appears under a specific saved state, rather than with its default filters. This is how one report serves several audiences: save a view per audience, then point a subscription at each.

Smart Alerts

Turn on Use as alert and add one or more conditions. Each condition names a column from the visual, an operator, and a value:

Operator
Less than
Less than or equal to
Equals
Greater than
Greater than or equal to

The subscription then runs on its schedule as usual, but only delivers when the conditions hold.

💡 Schedule Frequently, Deliver Rarely An alert checked every 10 minutes that sends twice a month is doing its job. Because delivery is conditional, a tight schedule costs you nothing in inbox noise — which is the difference between an alert people act on and one they filter away.

Managing Subscriptions

Activate / deactivate — pause a subscription without deleting it and losing its configuration
Run on demand — trigger a delivery immediately, which is how you verify a new subscription without waiting for its slot
Extend by one year — push out the schedule window
Edit — change any of the settings above

Datasource Refresh Subscriptions

The same scheduler drives datasource refreshes, not just report delivery — so a refresh and the report that depends on it are configured in one place with the same frequency controls.

⚠️ Order Your Schedules A report delivery scheduled before its datasource refresh completes will send yesterday's numbers. Leave enough gap between the refresh and the delivery for the refresh to finish.