The indicator broadcasting method supports pushing key indicator data in text format, helping users quickly access core data. This article provides a detailed introduction to using the indicator broadcasting feature.

To regularly obtain key indicator data directly in enterprise office software or email, you can choose to Data Subscription push dashboards and dashboard links. However, when there are too many data messages and it is difficult for business users to quickly access core data, you can use the indicator broadcasting method to push key data in text format.

• The objects of indicator broadcasting are the indicators in saved charts, and you can configure the broadcast sentence structure and required indicator fields.
• Supports broadcasting via Lark and email
  • For broadcasting via Lark, the system administrator needs to confirm whether Basic Configuration for Lark Integration the "basic permissions" and "permissions related to sending Lark messages" are fully configured, and whether the basic steps for Lark integration have been completed.
  • For broadcasting via email, the system administrator needs to complete Email service configuration first, and when adding User Management new users on the system management page, email information must be added; otherwise, this channel will be grayed out.

The following section provides a quick introduction to creating a scheduled indicator broadcast.

1. Create and save a chart. If a chart already exists, this step can be skipped.
   
2. In "Project Center" - "Indicator Broadcasting" (under Scheduled Tasks), click "Create Broadcast".
   
3. Configure the basic information for the broadcast (name, description) and the broadcast content (title, chart, detailed data).
   
   • The broadcast name is the name that will be pushed (the Lark card title or email subject).
   • The broadcast content refers to the content title and specific broadcast information. Multiple broadcast contents can be configured, and all will be displayed in a single broadcast message.
4. Configure the broadcast style (choose whether to add a divider between multiple broadcast contents) and broadcast notifications (subscription time, push method, and exception handling).
   
5. After completing the configuration, you can click "Send test message" to see the effect and make adjustments. Once the expected effect is achieved, click "Save".
   
6. On the notification list page, you can view relevant information and perform manual editing, "Immediate push", copy, transfer ownership, or delete operations.
   

Users can filter subscription records and view subscription details, including ID, notification name, chart name, push method, creator, recipients, most recent push time, push status, and other information.

The filter criteria are described as follows:

For subscriptions whose most recent push status is "Failed" or "Partially successful", you can try "Immediate push".

• Users can click "Immediate push" after a single notification, or select multiple subscriptions and click the Batch "Immediate push" button at the bottom of the subscription management interface.
• Clicking "Partially successful" displays the affected recipients; "Immediate push" will only resend to recipients for whom the previous push failed.

Basic information #

Notification content #

Notification content refers to the title and specific notification information.

Notification style #

Notification alert #

Subscription time #

Scheduled push

When scheduled push is set, the system will query the chart at the specified time and push the results. Supports daily, minute-based, hourly, and weekly notifications. It also supports restricting pushes to only workdays or trading days.

Push when data synchronization is complete

You can also set the push to be triggered when data synchronization is complete. This way, the system will not push notifications for indicators that have not been updated. If the data synchronization completion time is later than the scheduled push time, the system will wait until data synchronization is complete before pushing the notification. It also supports restricting pushes to only workdays or trading days.
As shown in the figure: if the day's data synchronization is completed at 9:00, the indicator will be pushed at 10:30; if the day's data synchronization is completed at 12:00, the indicator will be pushed at 12:00.

Push method #

Supports Lark, Lark groups, email, email groups, and general IM push notifications. Only users within the organization can be recipients.

• For Lark notifications, the system administrator needs to confirm whether the "basic permissions" and the permissions related to sending Lark messages of Basic Configuration for Lark Integration are fully configured, and whether the basic steps for Lark integration have been completed.
• For email notifications, the system administrator must first complete the configuration of Email service, and when adding a new user via User Management on the system management page, an email address must be provided; otherwise, this channel will be grayed out.
• For general IM push notifications, the system administrator needs to confirm whether the relevant configuration in Office Platform Integration has been completed.

Permission description: All push notification methods are validated based on the data permissions of the creator (that is, the person who configured this metric notification) on the platform. The data received is pushed according to the creator's data permissions, and the data results pushed to groups are consistent.

Exception handling #

• If there is a chart exception, no notification will be sent: If the selected chart in the notification content fails to query, times out, or is still loading, the metric notification message will not be sent to the recipient.
• Automatic retry on failure: If the push fails, the system will automatically attempt to resend it after 1 hour.

Users can transfer the owner of a metric notification individually. After the transfer, the creator will be changed to the user to whom it was transferred.

Users can delete notifications individually or in batches.