Custom Alerts and Notifications

What are alerts in Cardata Intelligence?

Alerts in Cardata Intelligence are automated notifications that keep you informed when important changes occur in your data. You can configure alerts based on anomalies (unexpected data spikes or drops), thresholds (predefined limits being met or exceeded), or scheduled intervals (regular check-ins on key metrics). These alerts help you stay ahead of issues like rising program costs or compliance risks without having to manually monitor dashboards.

How does Cardata Intelligence help reduce program costs and improve compliance?

Cardata Intelligence gives your team the ability to surface overspending, non-compliant drivers, and underperforming mileage bands in real time, without needing to dig through spreadsheets. With custom alerts, scheduled reports, and trend analysis, program leaders can catch issues before they become expensive, ensure drivers stay compliant, and optimize reimbursement spend across teams.

How do I set up an alert?

Track exactly what matters, right when it changes

With Cardata Intelligence, you can set up custom alerts that notify you instantly when specific conditions are met within your data. Whether you’re monitoring performance thresholds, tracking operational milestones, or prompting timely follow-ups, these alerts keep your team proactive, without the need to constantly check dashboards.

Alerts are configured on KPI visualizations that report on numerical values (e.g., spend, mileage, number of drivers). Alerts are only available for metrics with quantifiable, number-based data.

There are two types of custom alerts you can create, depending on what you want to monitor:



Can I get notified when spending or compliance goes off track?

Yes, you can set up custom alerts in Cardata Intelligence to notify you when specific metrics like spending or compliance deviate from your defined thresholds. These alerts can be configured to detect anomalies or trigger based on set values, and notifications are sent directly via email to help you respond quickly.

Can I receive alerts via email?

Yes, Cardata Intelligence allows you to receive alerts directly via email. You can choose who receives each alert and how often, whether it's an anomaly, threshold, or scheduled report. This ensures your team stays informed without needing to log into the platform.

What types of changes can I set alerts for?

In Cardata Intelligence, you can set up three types of alerts to help you stay on top of your data:

  • Anomaly Alerts
  • These are triggered automatically when something unusual happens in your data, like an unexpected spike or drop. Great for catching surprises without manually checking your reports.
  • Threshold Alerts
  • You define a specific value or condition (for example, "reimbursement over $5,000") and get notified whenever that threshold is met or exceeded. Ideal for monitoring known risk areas or targets.
  • Scheduled Alerts
  • These let you send reports or charts on a recurring basis (e.g., every Monday at 9 AM). Perfect for regular updates and sharing insights with your team.

All alerts can be customized and sent to specific people so that the right stakeholders are informed at the right time.