Notifications in Financial Workspace help users stay informed about key events related to data exports and report generation. These notifications are triggered by specific actions in the platform and sent to relevant users based on their role and notification settings (email or mobile).
Types of Financial Workspace Notifications
Below is the Financial Workspace notification available in Factorial, with a clear description and example so you always know what it means.
| Notification Name | Description & Example |
|---|---|
| Financial Workspace Export Ready | Sent when a report or analytics export triggered by the user is ready to download. |
Example: Ana generates an analytics report from the Financial Workspace — once the export is processed and ready, she receives a notification to download it. Notifications may be sent via email.
How Recipients Are Determined
Notifications are sent based on who initiates the action:
- The user who triggered the export: receives a notification once their report or analytics export is ready to download. No other users are notified by default.
Important Notes
Export availability: The notification is sent only after the export has been fully processed. For large datasets, this may take a few moments after the export is initiated.