--- title: Creating Email Alerts in WickedFile description: WickedTrackers let you automatically collect and update items that match your chosen filters — on your own schedule. Once set up, they continuously refresh and can even maintain historical snapshots, so you can track trends over time without manual effort. --- [Skip to content](https://help.wickedfile.com/knowledge-base/creating-a-wickedtracker#main-content) [![WF-LOGO-RGB\_ICON-WHITE-1](https://help.wickedfile.com/hs-fs/hubfs/WF-LOGO-RGB_ICON-WHITE-1.png?width=50&height=60&name=WF-LOGO-RGB_ICON-WHITE-1.png)](https://23975302.hs-sites.com/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [WickedFile Service Bay](https://help.wickedfile.com/knowledge-base?hsLang=en) 2. [Features & Capabilities](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en) 3. [Trackers](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#trackers) # Creating Email Alerts in WickedFile ## Email Alerts in Custom Reports lets you get email updates on specific data within your shop. Set the filters and email cadence, and you're set! 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. ![Untitled drawing (3)](https://help.wickedfile.com/hs-fs/hubfs/Untitled%20drawing%20(3).jpg?width=670&height=352&name=Untitled%20drawing%20(3).jpg) **![Untitled drawing (4)](https://help.wickedfile.com/hs-fs/hubfs/Untitled%20drawing%20(4).jpg?width=670&height=352&name=Untitled%20drawing%20(4).jpg)** - **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. ![Untitled drawing (6)](https://help.wickedfile.com/hs-fs/hubfs/Untitled%20drawing%20(6).jpg?width=670&height=352&name=Untitled%20drawing%20(6).jpg) - **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! ![Screenshot 2025-11-12 at 4.07.27 PM](https://help.wickedfile.com/hs-fs/hubfs/aircall/mms/90138917500/Screenshot%202025-11-12%20at%204.07.27%20PM.png?width=670&height=309&name=Screenshot%202025-11-12%20at%204.07.27%20PM.png) - **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. ![Screenshot 2025-11-12 at 4.17.27 PM](https://help.wickedfile.com/hs-fs/hubfs/aircall/mms/90138917500/Screenshot%202025-11-12%20at%204.17.27%20PM.png?width=670&height=193&name=Screenshot%202025-11-12%20at%204.17.27%20PM.png) - **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**. ![Screenshot 2025-11-12 at 4.18.36 PM](https://help.wickedfile.com/hs-fs/hubfs/aircall/mms/90138917500/Screenshot%202025-11-12%20at%204.18.36%20PM.png?width=670&height=184&name=Screenshot%202025-11-12%20at%204.18.36%20PM.png) - **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: ![Screenshot 2026-02-11 at 11.44.26 AM](https://help.wickedfile.com/hs-fs/hubfs/Screenshot%202026-02-11%20at%2011.44.26%20AM.png?width=670&height=289&name=Screenshot%202026-02-11%20at%2011.44.26%20AM.png) --- #### **💡 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. --- - [Getting Started](https://help.wickedfile.com/knowledge-base/getting-started?hsLang=en#main-content) - [AP Hub](https://help.wickedfile.com/knowledge-base/getting-started?hsLang=en#ap-hub) - [Setup & Integrations](https://help.wickedfile.com/knowledge-base/setup-integrations?hsLang=en#main-content) - [Shop Management System Integrations](https://help.wickedfile.com/knowledge-base/setup-integrations?hsLang=en#shop-management-system-integrations) - [Document Uploading Integrations](https://help.wickedfile.com/knowledge-base/setup-integrations?hsLang=en#document-uploading-integrations) - [Vendor Management](https://help.wickedfile.com/knowledge-base/vendor-management?hsLang=en#main-content) - [Configurations](https://help.wickedfile.com/knowledge-base/vendor-management?hsLang=en#configurations) - [Verified/Unverified](https://help.wickedfile.com/knowledge-base/vendor-management?hsLang=en#verified-unverified) - [Ignored Vendors](https://help.wickedfile.com/knowledge-base/vendor-management?hsLang=en#ignored-vendors) - [Statements](https://help.wickedfile.com/knowledge-base/vendor-management?hsLang=en#statements) - [Features & Capabilities](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#main-content) - [AP Hub](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#ap-hub) - [Statements](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#statements) - [Tasks](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#tasks) - [Search](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#search) - [Custom Reports](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#custom-reports) - [Folders](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#folders) - [Trackers](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#trackers) - [Risk Ratings](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#risk-ratings) - [Parts Matrix](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#parts-matrix) - [Account & Billing](https://help.wickedfile.com/knowledge-base/account-billing?hsLang=en#main-content) - [Scans](https://help.wickedfile.com/knowledge-base/account-billing?hsLang=en#scans) - [Payment Information](https://help.wickedfile.com/knowledge-base/account-billing?hsLang=en#payment-information) - [Billing History](https://help.wickedfile.com/knowledge-base/account-billing?hsLang=en#billing-history) - [FAQs](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#main-content) - [Scans](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#scans) - [QuickBooks](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#quickbooks) - [Custom Reports](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#custom-reports) - ["Inventory"](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#inventory) - [Best Practices](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#best-practices) - [Repair Orders](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#repair-orders) - [Account](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#account) - [Bank Account & Credit Card Integration (Plaid)](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#bank-account-credit-card-integration-plaid) - [AP Hub](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#ap-hub) - [Other](https://help.wickedfile.com/knowledge-base/faqs?hsLang=en#other) [![WF-LOGO-RGB\_MAIN](https://help.wickedfile.com/hs-fs/hubfs/WF-LOGO-RGB_MAIN.png?width=200&height=55&name=WF-LOGO-RGB_MAIN.png "WF-LOGO-RGB_MAIN")](http://wickedfile.com) [mailto:contact-support@wickedfile.com](mailto:contact-support@wickedfile.com) Copyright © 2025, WickedFile