Creating Email Alerts in WickedFile

Want to get emailed every week over what RO's have been deleted (if any)?

How about emails daily on how many RO's had a labor margin of less than 10%?

Or a monthly email letting you know about how many ROs have been open for 50+ days?

You can create email alerts over report criteria YOU set!

 Create a New Email Alert

• 1. Go to Custom Reports
  In the sidebar, open the Custom Reports section and select Email Alerts at the bottom.
  
  

• 2. Name and Describe Your Email Alert
  
  
  • Email Alert Name: Give your Email Alert a clear, descriptive name.
    Example: “Parts Potentially Not Charged”
    
    
  • Description: Add a short explanation of what this Email Alert monitors.
    
    
  • Shared (optional): Toggle this on to allow others on your team to view and access the tracker.
    
    

• 3. Set Filters
  Choose which items the Email Alert should automatically collect.
  
  
  • Use the Email Alert Type dropdown to pick the kind of data you want to monitor.
    
    
  • You can also preload from a Custom Report if you’ve already defined your filters elsewhere or want to use one of WickedFile's canned reports!
    
    

• 4. Choose Frequency
  Set how often the Email Alert runs to search for new items.
  
  
  • Pick from available options (e.g., daily, weekly, monthly).
    
    
  • The Email Alert runs automatically around 12:00 AM GMT on the selected day.
    
    

• 5. Select Notification Recipients
  Choose who should receive an email notification each time the report runs.
  
  
  • Use the dropdown to select or add new email addresses.
    
    

• 6. Enable History (optional)
  Turn on Enable History if you want to maintain past snapshots of your Email Alerts results.
  
  
  • WickedFile will keep a record of each run so you can review changes over time in the Email Alert History view.
    
    
• 7. Save Your Email Alert
  Click Save to create your Email Alert.
  Your tracker will now run automatically according to the schedule and filters you defined.
  
  

📊 Viewing Email Alert Results

Once created, Email Alerts appear in your custom report list.
Each time they run:

• The results automatically update with new matching items.
  
  
• If history is enabled, you’ll see timestamped versions for trend comparison.
  
  
• Recipients receive emails summarizing what’s new or changed:

💡 Tips

• Combine filters to narrow results precisely to what matters most.
  
  
• Use historical snapshots to visualize long-term patterns.
  
  
• Share trackers across your team to align insights automatically.