Answered

Report alert type email bug.

Hello, 

 

There seems to be a bug in the report alert type. It looks like onlly the person who makes the allert is able to reseve emails, you can't add anyone else (this should be fixed as well)

 

The bug is that if someone else then the one that the alert originator edits and saves the alert. The alert "says" it will send a mail to the person who saved the alert the last. But the mail still goes to the originator.

 

Greetings, 

 

Bram Ruijter

 

 

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Comments

11 comments
  • Hello Bram,

    Thanks for reaching out to us in regards to this subject. 

    If you like to have a report sent to multiple people you'll need to schedule this. Customers with paid Insightly subscription plans can schedule reports to be emailed at certain days and times or when an alert is triggered. 

    A scheduled report will run at a time you select and be delivered as an email attachment to the recipients you've selected

    Here are the steps (To set up a report schedule or Smart Alert, the report must first be saved. Saved reports will appear in your report folders):

    1. Select your saved report 
    2. Click the Schedule button above the report details.
    3. Select the user account that will run the report. Some users may only have permissions to view certain records, and the scheduled report will respect those permissions based on the user you select.
    4. Select the people who will receive the report via email. Click more than one name to select multiple people from your user list
      scheduled_reports_4.png

    Hope that helps. 

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  • Hello Alejandro,

    We have a paid subscription and i know about schedules. You can set a schedule or an alert. Or both. But you can not combine these. And, if there was no bug i could work around this becouse the last one to save the alert is set to get the alert email. 

     

    But, what i was trying to explain, there is a bug. In the screenshot below there you can see the alert "says" it will email xxxxxxx but instead it still mails me (the originator), as you can see in the 3rd screenshot. (It even tells me in the email it should have mailed Klaas. )

     

     

    This is because i originated the alert. And once it is set to me you can not get it off. I tried to remove the alert yesterday, and add a new one. Stil the same result. 

     

    Please let me know if you understand what the bug is. If it's not clear i'm happy to explain some more.

    Hope it helps,

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  • Hello Bram,

    Thanks for that information you provided. 

    To help provide some clarification the email you received is part of the Smart Alert you set. A Smart Alert will run a report at a scheduled time and check if the report meets a threshold that you've set. Alerts will only email a report to you (the creator of the alert).

    I also took a look at your Insightly Account and see that you have to edit the Alert and Scheduled report for the report you are asking about. Based on the way a scheduled report works the email should arrive at the recipients you've selected. 

    Did the recipient of the report not receive the email? 

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  • Hello Alejandro,

     

    In answer to your question; no the reported recipient that's noted bij the alert does not receive the email. 

     

    Schuduled mails seem to work fine. No problem there.

     

    The problem is in the alerts.

     

    If you try the following, you should get the same result (a bug).

     

    1  Log in as Alejandro.

     

    2 Set an alert.

    And let it email you when some conditions are met.

    3 Let a colleague of you edit and save the alert on the report. 

    4 Check the alert, and it will tell you it's not going to mail Alejandro but your colleague.

    5 Wait what happens,

    6 Result is that you (Alejandro)  will still get the alert email, and altho the report does "says" so, not your colleague.

     

     

     

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  • Bram,

    Thanks for those exact steps. 

    I've still been unable to reproduce that error on my end, and unfortunately, that means I'm not able to fix it at this time. It's possible that other customers will encounter the issue and provide additional examples that will help me better diagnose the problem. If you experience this again, you can reply to this thread we have going in which I will receive a notification.

    I appreciate your time and understanding. 

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  • Hello Alejandro,

     

    It's not a single moment event, it's all the time. 

     

    But i am curious, what happens on your end? How should it behave? Can you edit someone elses alert? And what does it say?

    Witch one of the following scenarios is how it should behave?

     

    1 If you edit someone else's alert and you save it, does it say it wil mail the editor and allso realy mail the editor?

    2 If you edit someone else's alert and you save it, does it sat it wil mail the originator of the alert and allso mail the originator?

     

    Hope you can al least tell me how it "should" behave.

     

    Greetings.

     

    Bram.

     

     

     

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  • Hello Alejandro,

     

    If you could make the time to answer my question about what i should expect from insightly report alerts, that would be nice.

     

    Greetings, Bram

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  • Hello Bram,

    Yes, definitely I apologize for missing your follow up questions. I'll answer them below:

    • But I am curious, what happens on your end? How should it behave? Can you edit someone else alert? And what does it say?

      - When you schedule a report it will run at the time you select and be delivered as an email attachment to the recipients you've selected. 

      - A "Smart Alert" will only email a report to you (the creator of the alert not to other users). Please keep in mind a report needs a summary field for an alert to be set.

      - Lastly, each subscription plan level has a limit to the number of scheduled reports and alerts that may be saved. Check the Insightly pricing page to see the limit on your account.

    Witch one of the following scenarios is how it should behave?

    1. If you edit someone else's alert and you save it, does it say it will mail the editor and also really mail the editor?

    2. If you edit someone else's alert and you save it, does it sat it will mail the originator of the alert and also mail the originator?

    Your report will need at least one summary field to set up an alert because alerts are based on numeric limits for the entire report. And, as stated above an Alert will only email a report to the creator of the alert, not other users.

    Here's a helpful hint:

    To test if your alert settings would trigger an alert with your current report results, click the Run Now button at the top of the page. A message will appear with the result of Pass (the current report results would trigger the alert) or Fail (the current results would not trigger the alert). 

    Hope that helps. 

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  • Hello Alejandro,

     

    So if i eddit someone elses alert, i should not "say" that it will mail me? That is what the alert does in our setup. In the background, it stil mails the creator.

    Also, i am not able to delete the alert to make a new one..

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  • Hi Alejandro,

     

    I am also curious if you have a solution. I've tested it on my end with the same result...

     

    1) created a report

    2) set an alert (yes the conditions are met)

    3) Initially, the report should've been send to the creator (support@leapforce.nl)

    4) I logged into witold.rosendaal@leapforce.nl and saved the alert

    5) the alert says it'll email witold.rosendaal@leapforce.nl

    6) I received an email in support@leapforce.nl, and in that email it says it'll email witold.rosendaal@leapforce.nl

    7) strangely enough, witold.rosendaal@leapforce.nl did not receive an email

     

    Is this normal?

     

     

     

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  • Hello,

    Thanks for that great step by step outline. And, for your patience. After multiple tries, I was able to replicate this on my end and can confirm this is a known issue. Please keep an eye out on a follow-up email from me since I'll create a ticket for this issue. 

    Thank you again. 

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