The Risk Alert page allows you to receive early warning when your merchant's business take a downturn, so that you can proactively reach out to the merchant and mitigate any potential risks.
This is achieved by configuring risk alerts, which automatically monitor the merchants' businesses and alert you by email when predetermined thresholds are exceeded for any merchant.
To access the page click on the Risk Alerts option under My Merchants:
The page shows the triggered alerts and the set alerts on two tabs, as shown in this image:
You can use the actions in the report header to search the merchants, change the columns displayed in the report (using the gear icon), filter the merchants (by date, processor, etc), and to export the report data to a CSV file:
To add a new alert click the Add Alert button in the top-right corner and configure your alert thresholds:
The alerts can be sent to selected users or user classes, as well as specified email addresses (in case the recipient is not a CRM user):
Once the alert is saved it will show up on the Set Alerts tab as seen in the below image:
Click on the table row to edit the alert again if needed. To remove the alert, click on the thrash icon in the Actions column.
More info: Risk Reporting