Edit a custom alert template

  1. In the main menu, click Search > Insights & Reports > Custom Alerts, which opens to the Alert Templates view.

  2. (Optional) Filter the view to include row with specific names, data range to evaluate, or other criteria.

    You can apply data filters from the toolbar or from column headers.

  3. Next to the template name, click Edit .

  4. In the Update [Entity Type] Alert window, edit the alert settings on the Date Range, Filters, and Scheduling and Delivery tabs.

    You can move between tabs by clicking the tab name (such as “Filters”) or by clicking Next in the bottom right.

  5. On the Summary tab, click Update.