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  • Proactive Monitoring: Receive timely notifications of potential issues, enabling prompt investigation and resolution

  • Time Saving: Automate data monitoring to eliminate the need for manual, repetitive checks

  • Customization and Control: Configure alerts for specific KPIs or metrics, ensuring notifications are aligned with business needs

Other Screenshots:

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🤩 Automate Dashboard delivery by Email

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Status
colourPurple
titleNew feature

Email a Dashboard: Users can schedule automated delivery of dashboards via email as embedded content, PDF attachments, or both. Delivery options include one-time, daily, or monthly reports.

Key benefits:

  • Convenience: Access critical insights directly from your inbox

  • Automate Sharing: No manual effort required after initial setup

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(plus) Improvements

Platform Area

Description

Client Agnostic Pipeline

Client organizations leveraging the Client Agnostic Pipeline (AGP) solution will now find the SYMEND_CURE schema available in their Data Workspace. This allows for custom reporting to be created on top of this available Episode and Payment Data.

Data Mapper

When configuring Data Sources during Data Mapping, users can now search and select a relevant timezone during configuration via the improved combo box experience.

Playbooks

Enhancement to Campaign Re-evaluation: Optimizes the efficiency of message cancellation and re-scheduling by ensuring the platform only cancels messages when necessary. This prevents unnecessary cancellations and re-scheduling of the same messages.

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