Monitoring

Review monitoring outcomes, trends, and recent rule evaluations across your pipeline.
Open Reporting › Monitoring in the app (/reporting/monitoring).

What you see

Period

Use Last 7 days, Current period, or Financial year to change the window.

KPIs

  • Evaluations — distinct monitoring evaluations in the current dataset
  • Passed — evaluations that passed successfully
  • Failed — evaluations that did not pass
  • Pass rate — share of evaluations that passed

Charts

  • Outcome trend — daily passed and failed evaluations across all monitoring rules
  • Events by pipeline step — passed and failed evaluations grouped by pipeline step
Screenshot coming soon — Replace with: Reporting › Monitoring (KPIs, charts, event log)
Screenshot coming soon — Replace with: Reporting › Monitoring (KPIs, charts, event log)

Event log

Filter and inspect individual monitoring evaluations with their source context.
Controls include Search & Filter, Pipeline step, and Outcome. Columns typically include Actions, Timestamp, Rule, Pipeline step, Source, and Outcome. Use View event details on a row for evaluation result, rule context, parameters, pipeline step, source, and recorded payload.

Manage rules

Manage rules opens Administration › Monitoring Rules, where you configure which checks run (from global templates), which objects they watch, and which roles receive alerts.
Section landings for Import, Transformation, and Reconciliation also show a compact monitoring widget for that step, with Manage rules and View all events linking here.

Empty and access states

  • No monitoring events — nothing matches the current filters/range
  • Monitoring unavailable — your role cannot view monitoring events for this company

Related

  • Compact widgets on Import / Transformation / Reconciliation landings
  • Administration › Monitoring Rules — create and edit rules and notification subscribers