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Alerts and email subscriptions

Use this page to set up dashboard alerts and to get daily summary and alert emails.

Who can do this: every portal user can set up their own alerts and their own email subscriptions. Only corporate administrators and concept administrators create the subscriptions that others can choose. They can also sign other people up.

How alerts work

An alert is a rule you set, such as "tell me when a store sells less than $500 in a day".

  • Alerts are yours. Other people do not see them.
  • An alert looks only at the stores your user account covers.
  • Alerts are checked each time you open the dashboard. They are also checked when your alert email is sent. See Get alerts by email.

Alert types

  • Sales Alert: Lists stores whose sales over the look-back period are greater than, or less than, the amount you set.

  • Waste Alert: Lists stores whose waste, in dollars, over the look-back period is greater than, or less than, the amount you set.

  • Data Freshness: Lists the active stores whose newest sales data is older than the look-back period. With 1 Day, a store is listed when it has no sales dated two days ago, yesterday or today. 7 Days looks back 7 days, and 30 Days looks back 30. Each store shows the date of its last sales. A store that has never sent sales data is not listed.

  • Terminal Connectivity: Lists active stores where no register or back-office computer has checked in with the portal during the look-back period.

  • Tickets Due: Counts the open support tickets assigned to you that are overdue, or due within the look-back period. 1 Day looks 2 days ahead. 7 Days looks 7 days ahead. 30 Days looks 30 days ahead.

For Sales Alert and Waste Alert, the Value is a dollar amount for each store. For the other types, the Value is a number of stores or tickets. The alert turns red when the count passes it. To hear about even one, choose Greater Than and type 0.

For Sales Alert and Waste Alert, the look-back includes today. 1 Day adds up two days ago, yesterday and today. 7 Days adds up the last 7 days and today.

Set up an alert

  1. Click your name at the top right, then Alerts. Or on the dashboard, click Alerts, then Manage Alerts.
  2. Click Create A New Alert. A new row appears at the top.
  3. In Alert Type, choose the kind of alert.
  4. In Look back, choose 1 Day, 7 Days or 30 Days.
  5. In Threshold, choose Greater Than or Less Than.
  6. In Value, type a whole number, with no dollar sign.
  7. In Status, choose On.
  8. Click the green save button at the end of the row.

You see "The transaction completed successfully."

Tip

Click the question mark beside Alert Type for a short description of each type.

Some examples:

  • Warn me when a store sells under $2400 over the 1 Day look-back: Sales Alert, 1 Day, Less Than, 2400.
  • Warn me when a store wastes more than $200 over the 7 Days look-back: Waste Alert, 7 Days, Greater Than, 200.
  • Warn me when any store has sent no sales for two days: Data Freshness, 1 Day, Greater Than, 0.
  • Warn me about any ticket of mine due this week: Tickets Due, 7 Days, Greater Than, 0.

Change, pause or delete an alert

  • To change an alert, edit its row and click its green save button.
  • To pause an alert without losing it, set Status to Off and save the row.
  • To delete one alert, click the red button at the end of its row, then click Delete.
  • Save All saves every row at once.
  • Delete All removes all of your alerts. Click Delete to confirm.

See your alerts on the dashboard

  1. Open the Dashboard.
  2. Click Alerts.

A box lists your unread messages and every alert that is On.

  • A green tick means the alert found nothing.
  • A red warning sign means it found something. Click View Details to see the stores or tickets.
  • When any alert is red, a red warning sign also shows beside Alerts on the dashboard.

If you have no alerts yet, the box says "No Alerts have been configured".

Email subscriptions

Fran-Trak can email you on a schedule. There are two kinds of email:

  • Daily Summary: How your stores did the day before. It shows gross sales, average check, transactions and traffic. It compares them with the same day last week, and shows the last 7 days beside the 7 days before.

  • Daily Alerts: The result of each of your alerts that is On: a summary, then the details of any that found something.

Your company decides which subscriptions you can choose. If the Subscription list is empty, ask your corporate administrator to create one.

Subscribe to an email

  1. Click your name at the top right, then Subscription Center.
  2. In Nickname, type a name you will recognize, such as "Morning summary".
  3. In Subscription, choose the email you want.
  4. Set Is Active to Yes.
  5. Choose the Run Hour: the hour you want the email.
  6. Check the Timezone. The portal fills in your computer's time zone.
  7. Under Data Scope, choose Used By and then the stores the email should cover.
  8. Click Create Subscription.

The email is sent once a day, during the hour you chose.

Preview, change or stop an email

  1. Open Subscription Center.
  2. In the list on the right, under Existing Subscription, click the subscription. To search, type in Search for... and click Go!.
  3. To see what the email looks like, click View Email. It opens in a new window.
  4. To change it, edit the fields and click Update Subscription.
  5. To pause it, set Is Active to No. You can note why in Inactive Reason.
  6. To remove it, click Delete Subscription.

Last Run shows when it was last sent.

For administrators: create a subscription others can choose

Who can do this: corporate administrators and concept administrators.

  1. Click Administer, then Email & Subscriptions, then Subscriptions.
  2. Fill in Subscription Name and Subscription Description.
  3. In Message Template, choose Daily Sales Summary or Alerts.
  4. Optional: type a Message Header and Message Footer. They appear at the top and bottom of every email.
  5. Choose Used By and the matching names under Organization.
  6. Click Create Subscription.

People in your company can now choose it in their Subscription Center.

For administrators: sign someone else up

Who can do this: corporate administrators and concept administrators.

  1. Click Administer, then Email & Subscriptions, then Subscribers.
  2. Fill in Nickname, Subscription and User.
  3. Set Is Active, Run Hour and Timezone.
  4. Under Data Scope, choose the stores the email covers.
  5. Click Create Subscriber.

To see what that person's email looks like, open their subscription and click Test Email. It opens a preview. It does not send anything.

Note

The Daily Alerts email uses the alerts of the person it is sent to. Each person sets up their own alerts. See Set up an alert.