Setting Criteria

Let’s go back to that step about adding criteria. This is a great tool for checking for more information about the rows of data in the report.

A common criteria to check for is that the count of the rows is greater than 0, so that you are not sending out any empty reports.

To add this criteria to your report, reopen the workflow you created and scroll down to the "Add Criteria" area. Choose the report you created, then select "greater than" from the dropdown and enter "0" before saving with the Add button.

You could try testing your workflow again to check that it’s working.

Depending on the kind of report you're using, you could also want to be notified if the sum of the rows is above or below a certain value. Here are some examples of when this could be useful:

• Stock needs replenishing
• Orders are getting backed up (e.g. count orders)
• There are errors in the system

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