Help Center Β· Account & access

Alerts, the monthly digest, and your file

The email side of the product: alert rules, the monthly digest with your document attached, and the "Your file" account summary.

The product also comes to you by email: alert rules for each area, a monthly digest that carries your standard document, and an account page that opens with the state of your file. You set all of it up from Account in the top-right menu.

Alert rules

Each area in your plan has an email alert that fires when the month changed by more than a set amount (5% to 100%). With the alert on, three more optional rules appear under it:

  • Range: the month's recorded total landed outside the prior twelve months' range for that area.
  • Divergence: recorded crime and community reports moved clearly in opposite directions.
  • Theme: a community-report theme reached your chosen count in a month after none the month before.

When one or more rules match, you get one email for that area and month, listing each rule that matched. Each item describes a change that already happened, never a warning or a forecast.

The monthly digest, with your document attached

The digest arrives each month when the new figures are published. It gives the bottom line for each of your areas and what changed, and it notes when a figure landed outside the range of the months we hold for that area. On plans with downloads, it also attaches your standard monthly document as a PDF (the Board-Packet Area Page unless you choose another), so it reaches your inbox without a login.

Where this will appear

Tell us where the product appears for you (a board packet, an owner report, a client review, a newsletter, an insurance file) and two things change: the Reports page points you to the matching document, and the digest attaches that document instead of the default. Set it on Account or on the Reports page.

Your file

The account page opens with the state of your file:

  • the latest issue, and whether it is provisional or final;
  • when the next issue is published;
  • whether anything was published since your last visit;
  • any note about a figure outside its usual range;
  • your recently made documents.

The full list of what your plan includes sits underneath, under "Plan details".

Last updated 2026-09-30 HST