
[PL-300] 54, Subscriptions and Data Alerts
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How email subscriptions deliver scheduled report and dashboard snapshots or attachments after dataset refresh. - The strict visual requirements for data alerts, limited to card, gauge, and KPI tiles on dashboards. - How to differentiate scheduled time-based…
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