Skip to main content
All CollectionsD&B Finance Analytics
How Do I Create an Alert Profile?
How Do I Create an Alert Profile?
Janine Zappeij avatar
Written by Janine Zappeij
Updated over a week ago

Welcome to our guide on how to create and manage an alert profile in D&B Finance Analytics. This demonstration includes the following steps:

  1. Create a new alert profile: Set up an alert profile to be notified when new business data and/or scores are available;

  2. Alert settings: Review and adjust specific alert settings;

  3. Edit or delete an alert profile: Adjust alert criteria or remove an alert profile that is no longer relevant;

  4. Link an alert profile to a folder: Relate an alert profile to the entire portfolio or a specific folder to receive alert messages.

Let's get started on unlocking the insights you need!

Ready for the next step? Continue your journey in D&B Finance Analytics and watch the follow-up demonstration video on viewing and managing alert messages.

Did this answer your question?