Subscriptions and Alerts Overview

Overview

Subscriptions allow users to subscribe to cards, pages, datasets, and other content in Guandata BI. Subscribed content is sent to recipients by email, so users can learn about the latest card or dataset data changes without logging in.

Alerts notify users immediately by email when a dimension or measure in a card reaches a configured condition, signaling a data anomaly. This feature helps users make decisions and respond in time. Resource owners can configure alerts, which can run on a schedule or after data updates.

Usage Introduction

With subscriptions, users can learn about the latest card or dataset data changes without logging in. Guandata currently supports five subscription types:

Subscription Type	Description	Link
Card Subscription	One subscription corresponds to one card	Card Subscription
Merged Subscription	One subscription corresponds to multiple cards	Merged Subscription
Page Subscription	One subscription corresponds to one page	Page Subscription
Dataset Subscription	One subscription corresponds to one dataset	Dataset Subscription
Insight Subscription	One subscription corresponds to one dashboard insight or card insight	Insight Subscription

With alerts, users can receive anomaly signals for cards or datasets without logging in. Guandata currently supports three alert types:

Alert Type	Description	Link
Card Alert	One alert corresponds to one card	Card Alert
Dataset Alert	One alert corresponds to one dataset	Dataset Alert
Insight Alert	One alert corresponds to one dashboard insight or card insight	Insight Alert

Subscription and Alert Management

Subscription Management

Entry 1: Click ... in the upper-right corner of a card and select Manage Card Subscriptions to enter the Subscription Plan page.

Entry 2: Open the app launcher in the upper-right corner and select Subscription Plan to enter the Subscription Plan page.

In Subscription Plan, you can manage and configure card subscriptions, merged subscriptions, page subscriptions, dataset subscriptions, and insight subscriptions. The settings are as follows:

• Search subscriptions: In the search bar, keyword search is supported by card name, subscription name, recipient, creator, and validity period.

  

• Add subscription: In the upper-right corner of Subscription Plan, click Add Subscription to create a subscription.

  

• View Page: Click Page Name to view specific page data. Filtering and other data operations are supported.

  

• Batch settings: Select multiple subscriptions to trigger batch settings. You can enable, disable, or set validity periods in batches.

  

• Enable subscription: After enabled, the subscription is sent according to the configured content.

  

• View sending history: View subscription sending history and card sending history.

  

• Edit subscription: Edit previously configured subscription content.

  

• Send subscription: Click Send Manually to resend the subscription.

  

• Delete subscription

  

Alert Management

1. Click the app launcher on the right side of the navigation bar to enter Alert Center.

2. Enter the management page for all alerts related to the current user. Normal users can manage alerts related to all pages they own. Administrators can manage all alerts in the domain. Alert management is basically the same as subscription management and supports:

   • Search alerts: In the search bar, keyword search is supported by card name, alert name, recipient, creator, and remaining validity period.
   • Batch settings: Select multiple alerts to trigger batch settings. You can enable, disable, or set validity periods in batches.
   • View sending history: View historical sends for the alert, with custom time range and alert status filters.
   • Edit: Click Edit to enter the alert editing page and modify the alert configuration.
   • Copy: Click Copy to quickly create a new alert based on this alert, reducing repeated configuration.
   • Check now: Click Check Now to manually execute the alert and confirm whether it can be triggered normally. After execution is complete, the alert sending record is visible in Sending History.
   • Delete: Delete the alert.
   

Permission Restrictions

Subscription Permission Restrictions

When configuring a subscription, if images or attachments are inserted, Export Permission must be configured.

If Export Permission is enabled, when images or attachments are inserted into a subscription, the creator's RBAC export permission and whether the resource allows export must be verified.

The permission and behavior mapping is as follows:

Feature	Delivery Method	Permission Restriction	If Export Permission Is Not Available
Card Subscription	Email	RBAC dashboard export permission and export permission for the dashboard	Cannot export card images or table attachments in XLSX format
	Page Subscription	Email	RBAC dashboard export permission and export permission for the dashboard	Cannot export page images or page PDFs
Merged Subscription	Email	RBAC dashboard export permission and export permission for the dashboard	Cannot export page images, card images, or attachments
Dataset Subscription	-	RBAC dashboard export permission and export permission for the dashboard	Cannot create a subscription

Note

• If the creator of an existing subscription does not have export permission, subscription sending fails with an error.
• If the creator of a new subscription later loses export permission, the subscription reports an error.

Alert Permission Restrictions

If Export Permission is enabled, when images or attachments are inserted into an alert, the creator's RBAC export permission and whether the resource allows export must be verified.

The permission and behavior mapping is as follows:

Feature	Delivery Method	Permission Restriction	If Export Permission Is Not Available
Card Alert	Email	RBAC dashboard export permission and export permission for the dashboard	Cannot export card images
Dataset Alert	-	-	No restriction

Note

If the creator of a new alert later loses export permission, the alert reports an error.

Timestamp Management

Currently, subscription and alert message bodies do not include timestamps by default. If the message body needs to include a timestamp, contact an administrator to enable Subscription and Alert Timestamp in Super Admin Backend > Advanced Settings.