Valistry

Docs Settings Notifications

Notifications

See what Valistry sends you, how often, and where it goes.

Every figure, and how it is computed

What we send
A switch for each alert kind, plus the weekly report, the monthly AI review and scheduled reports.
How often
Daily or weekly per alert kind. Weekly report on Mondays; monthly AI review on the 1st.
Who gets them
Owners and admins, and addresses you add. Each budget owner also gets their own budget's lines.
Slack or Microsoft Teams
One channel for the organization, by webhook. The URL is encrypted; only its last four characters show.
Jira
An approved or assigned opportunity becomes one issue in your project, once. The token is encrypted, never shown.
Scheduled reports
Reports from Share on the Overview or a dashboard: how often, to whom, and when last sent.

What you do here

  • Preview an alert or report before any is sent.
  • Connect Slack, Teams or Google Chat; a test goes first.
  • Pause a scheduled report, or send it now.