What is a Schedule in Kubit?

Creating a Schedule allows you to keep your Reports and Dashboards up-to-date without manual intervention. When a Schedule runs, it refreshes all data to ensure you have the most current insights.

How to Create a Schedule

To create a Schedule, use the More menu on the desired Report or Dashboard.

🚧

Who can create a schedule?

Only Admin, Governor, and Creator roles can create a Schedule. Contact your Kubit Admin if this feature is unavailable.

Steps to Create a Schedule

1. Click the More menu and select Create New Schedule.
2. In the Schedule modal, configure a Name and Description.
3. Set the refresh frequency: Daily, Weekly, or Monthly.
   • Consider the data refresh rate when choosing the frequency.
4. Choose the execution time based on your browser's timezone.
   • For large dashboards, schedule outside regular hours for optimal performance.
5. Decide if you want the report Refreshed Incrementally to save time and resources.
6. (Optional) Select Recipients for notifications via email or Slack.
   • Learn more about Slack integration.
7. Choose notification preferences: always or only on Anomaly detection.
   • If selecting Alert Only, specify recipients and reports for alerts.
8. Click Create to finalize.

🚧

Alert Only toggle

When enabled, notifications are sent only if an anomaly is detected, though data is refreshed as scheduled.

Modify a Schedule

Access schedules via the Data Management section. Use the three-dot menu to:

• Navigate to the relevant Dashboard or Analysis.
• Execute Now for immediate refresh and notification (if Alert Only conditions are met).
• Edit Schedule details like name, description, and alert settings.
• Pause to temporarily stop execution.
• Delete to permanently remove the Schedule.

Using the Slack Integration

Learn about setting up your Slack integration here.

• Send Schedules to email recipients and Slack channels.
• Only one Slack channel can be added per schedule.
• Notifications sent to yourself appear in Slack's Apps section.

Anomaly Detection

Kubit highlights outliers in time series analysis with red dots on charts.

• A machine learning model identifies anomalies based on historical data.
• Hover over points to view the Z-score or MAD score.
  • Z-score: Measures deviation from the mean.
  • MAD: Uses median for deviation, reducing skew from anomalies.

📘

Anomaly detection is limited to line charts.

Detect Data Issues

Kubit marks outliers with purple dots using an AI model.

• Types of anomalies: Volume, Distribution, Freshness.
• Applicable to Query and Funnel reports.

What constitutes an Anomaly?

Kubit evaluates data points against historical data and specific metrics.

• Factors include 7, 14, and 30-day means.
• For Incremental schedules, historical data is considered.

View detailed anomaly explanations by clicking on purple dots.

Alerts

Kubit sends a summary of detected issues in alert notifications.

📘

Only one alert is sent per issue to minimize noise.

Manage Anomalies

Archive issues to focus on new anomalies or create incidents from them.

Anomaly Detection Settings

Adjust detection modes based on business needs:

• Include only weekdays for enterprise software.
• Include all data for broader analysis.

Contact your CSM for changes.

Custom Alert Monitors in Query

Set thresholds for critical KPIs in Query reports.

📘

Available only for Query Report type schedules.

• Name the Schedule and set refresh timeframes.
• Add recipients for alerts.
• Set custom thresholds for alerts.

Incremental Mode

Optimize report execution by focusing on new data increments.

What is Incremental Mode?

• Generate data for smaller time ranges.
• Merge results into a single view over time.

When to use Incremental Mode?

Ideal for large datasets and static historical data.