Editing a Data Monitor
All attributes of a data monitor can be edited, except for the saved report on which the data monitor is based (the Report Criteria field). Common reasons for editing a data monitor include:
• Updating the notification email settings (recipients, subject line, or message)
• Changing the frequency or number of firings for the data monitor
• Resetting the start and end times or number of firings once the originally defined values have been met
• Changing the data monitor name or description to reflect changes
When the data monitor is edited, all schedule queue entries of the data monitor are updated; entries in the process queue are not impacted.
1. Select Edit from:
◦ the right-click actions menu for the data monitor on the Data Monitors table
◦ the actions menu on the data monitor information page
2. In the Edit Data Monitor window, enter or update the information in the following fields. The fields are grouped into three categories.
◦ Data Monitor Settings
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Field
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Description
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Name
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The text identifier for the data monitor object. Since a single saved report can have multiple data monitors, consider providing a descriptive name to distinguish one data monitor from another. (Required)
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Description
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A description of the data monitor. For example, you could describe the purpose of this specific data monitor, or summarize the criteria and frequency of execution.
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Report Criteria
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The saved report on which this data monitor is based. This field cannot be edited.
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Threshold
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A numeric value indicating the number of result rows required before a notification will be sent to the specified recipients. (Required)
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Format
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Select the format for the data monitor output. Available formats include:
• HTML (default)
• HTML (with merging)
• CSV (Comma Separated Variable)
• PDF
• XML
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◦ Data Monitor Schedule
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Field
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Description
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|---|---|
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Start Time
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The date and time when the data monitor will begin executing.
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End Time
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The date and time when the data monitor will stop executing.
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Max Firings
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The maximum number of times the data monitor is executed once the threshold value is met. Once the specified number of executions is met, the data monitor will pause.
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Frequency
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The frequency with which the data monitor will execute. Available options are:
• Daily (1 day)—The data monitor executes once each day.
• Weekly (1 week)—The data monitor executes once each week.
• Bi-Weekly (2 weeks)—The data monitor executes once every two weeks.
• Monthly (4 weeks)—The data monitor executes once every four weeks.
• Quarterly (13 weeks)—The data monitor executes once every thirteen weeks.
• Every—The data monitor executes once every n days, hours, or minutes:
◦ Frequency Days
◦ Frequency Hours
◦ Frequency Minutes
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◦ Notifications—Define the contents and recipients for the notification email sent each time the data monitor execution meets the specified threshold.
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Field
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Description
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Subject
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The subject line of the notification email for the data monitor.
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Message
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Text included in the body of the notification email.
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Email Recipients
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Specifies the users to be included in the To field of the notification email. Click the find icon  to search for the desired recipients in the Users window.
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Email Recipients CC
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Specifies the users to be included in the CC: field of the notification email. Click the find icon to search for the desired recipients in the Users window.
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3. Click OK.