For more guidance on how to configure alerts in Data Studio, please view this interactive demonstration. You can also follow the steps below to configure alerts. 


  1. In the Creditsafe platform, click on Data Studio, then click on the Alerts section
  2. In the Alerts page, click the green New Alert Profile on the top right corner
  3. In the alert setup page, configure the following: 
    • Choose the portfolio you want to set up alerts for using the drop-down menu
    • Name your alert profile
    • Add an email subject line
    • Add at least one email recipient with their first name, last name, and email address
    • Choose the email language
    • Scroll down and configure Global Rules
      • Add rules for International Score, Risk Score, and Credit Limit by clicking the blue + link and selecting your rule type from the drop-down
    • Tick/untick any default rules you want enabled/disabled
  4. Scroll down and configure Local Rules:
    • Switch between countries using the tabs
    • Tick/untick boxes to enable/disable the rules
    • Add Credit Limit Rules if needed
  5. Once all settings are configured, scroll to the top of the page and click the green Create Alert Profile button in the top right corner
  6. You can view recent alerts by clicking the View Alerts button in the Alert Profile banner
  7. To edit an alert profile, click Edit Profile
  8. In your list of Portfolios (in Portfolio Manager) you can see whether Alerts have been configured to that portfolio