Apps / Insights / Alerts & Scheduled Reports
Alerts & Scheduled Reports
Know the moment a number crosses a threshold
Get notified the instant a metric crosses a threshold you set, and schedule dashboards to land in your inbox automatically — instead of checking manually.
No credit card required
[01] What it does
Everything Alerts & Scheduled Reports handles
Threshold-based alerts
Get notified the moment a metric crosses a limit you set.
Scheduled dashboard delivery
Send dashboards to your inbox on a schedule.
Multi-channel notifications
Alerts via email or Raven, wherever your team already looks.
Alert history log
See every alert that's fired, not just the latest one.
Custom alert conditions
Trigger on a percentage change, not just an absolute number.
Recipient groups
Send different alerts to different teams automatically.
Snooze & mute controls
Temporarily silence an alert without deleting the rule.
Weekly/monthly digest reports
A rollup summary instead of a flood of individual alerts.
Internal & external sharing
Share a scheduled report with your team, or a client, with the access level you choose.
[02] Who it's for
What changes when you switch
Get pinged the moment something's wrong
Threshold alerts mean you find out when a number crosses the line, not a week later.
Stop manually checking the dashboard every morning
Scheduled delivery puts the numbers in your inbox before you even ask.
[03] Compare
See how Alerts & Scheduled Reports stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedDetection speed
Instant, automatic alert
Delivery
Scheduled to inbox or Raven
Manual checking
Detection speed
Whenever someone happens to look
Delivery
Someone has to remember to check
[04] Integrations
Insights works with tools you use
Connect to the tools your team already relies on: CRMs, payment providers, analytics platforms, data warehouses & more. We keep everything in sync — automated, accurate, and always up to date.
[05] Implementation
GO LIVE ON ALERTS & SCHEDULED REPORTS IN 8–12 WEEKS
Most implementations fail on scope creep and bad data. We use process mining to catch failures before they happen.
Week
1–2
Process mining reveals reality
We mine your current systems: Tally, spreadsheets, emails to see how work actually flows. You get data on where things break, where people create workarounds, and where time disappears.
Deliverable: Process map showing your actual workflows
Week
2–3
Lock the scope in writing
Week
4–8
Configure, test, and train in parallel
Week
9–12
Go Live with continuous monitoring
[10] FAQ
QUESTIONS?
WE'VE GOT ANSWERS.
Everything You Need To Know About OneBook As A Business
For Partners
01.
I'm currently on Tally/Zoho. Will switching disrupt my finance team?
No. We support Embedded Accounting. Your operations team gets a unified ERP for inventory, production, and CRM, while your accountant can continue using the Tally format they love via our optional Tally Format data export. You get operational control; they get compliance comfort.
02.
Is my data secure on an Open Source platform?
Yes. OneBook runs on managed Azure Kubernetes with SOC 2, ISO 27001, GDPR, and HIPAA compliance. Your data is encrypted at rest and in transit, with role-based access controls and regular security audits.
03.
How long does it take to go live?
Most companies go live in 8–12 weeks. We scope the project upfront, migrate your data cleanly, train your team properly, and run process mining after launch to catch issues early.
04.
Why don't you charge per user like Zoho or SAP?
Per-user pricing is a tax on growth. When your warehouse team needs access, you shouldn't have to calculate ROI per login. OneBook charges by tier, not by headcount — so your whole team can use it.
05.
Can I keep using Tally for accounting?
Absolutely. Our native 2-Way Tally Sync lets your accountant stay on Tally while your operations team runs on OneBook. No double data entry, no disruption.
06.
What if it doesn't work for us?
We offer a 30-day free trial and a lifetime warranty. If OneBook doesn't fit your business after implementation, we'll help you migrate back — no lock-in, no penalties.