Where alerts surface
Alerts from data rules appear in three places:| Location | What you see |
|---|---|
| Event drawer | Events flagged by an Event Data rule show an alert card in the event detail drawer with the rule name, the failing condition, and the rule expression. |
| Batch detail | Batches flagged by a Batch Calculations rule list their rule alerts in the batch detail page. The card surfaces the effective period range so you can scope the issue. |
| Reports | Alerts on records included in a report propagate to that report. The report flags how many alerted records it contains so reviewers can address them before signing off. |
Triage an alert
Open the alert
From an event drawer, batch page, or rule details page, click the alert card. The card shows:
- The rule name and a link back to the rule definition
- The rule expression that triggered the alert (with the matching variable highlighted)
- The value that caused the match
- The time the alert was triggered
Decide what to do
Three choices:
- Fix the data. If the alert is real, correct the underlying datapoint or model input. Re-running the calculation re-evaluates the rule; if the data is now in range, the alert is automatically resolved.
- Dismiss the alert. If the alert is a known false positive or doesn’t apply to this record, dismiss it with a reason. The alert is hidden from the active list but preserved for audit.
- Adjust the rule. If the alert reveals that the rule itself is wrong (too aggressive, wrong threshold), edit the rule expression. This creates a new version, and historical results stay tied to the version that produced them.
Dismiss with a reason
Click Dismiss alert and provide a reason. The reason is stored alongside the alert and visible to anyone reviewing the rule’s history or the affected report. Dismissed alerts appear with a
dismissed tag rather than fail.Dismissing an alert does not change the underlying datapoint or batch — it only changes how the alert is surfaced. If the data is recalculated and the rule still matches, a fresh alert can be raised.
Reviewing rule activity
Open a rule from Project Settings → Data Rules to see its full evaluation history:- Alerted Records — every record that has matched the current version, with status (
fail,pass,dismissed), date range, tracking ID, and source. - Version selector — switch to a previous version to see the records it flagged. Historical versions are read-only; the banner reminds you to switch to the current version to make changes.
- Test rule — re-run the current expression against recent project data without saving anything new. Useful when you want to gauge whether a rule is still firing as expected.
Stopping a noisy rule
If a rule is producing alerts you don’t want to act on:- Shorten the effective period. Set or pull in the Effective to date so the rule stops applying to new records. History inside the original range is preserved.
- Edit the expression. Tighten or loosen the rule. This creates a new version; old alerts remain attached to the version that produced them.
- Archive the rule. Stops the rule, hides its alerts from records, and preserves its history for audit.
Alerts and reports
Alerts on records included in a report are visible to the report reviewer. To resolve them before submitting a report:- Address the underlying data issue, or
- Dismiss the alert with a reason that the reviewer will see.