Two ways to view exceptions
Use the view switcher in the top-right of the page to toggle between:Exception by Metric
Each metric group shows the metric name, the set of owners across its records (as stacked avatars), and a summary — for example, “2 Total · 0% Breached”. Expand a group to see its records. Two sub-tabs are available: All and Conditional, letting you isolate records tied to conditional threshold logic.
Use Export to download the current grouped view.
Status summary bar
The top of the page shows a count card for each status. Click any card to filter the records table to that status instantly.Records table columns (All Exceptions view)
Filters
The filter bar scopes the records table by Source, Asset, Metric, Owner, and Created (date). The Exception by Metric view adds two more: SLA and Status.Opening a record
Click into any record to open its detail view, with a breadcrumb showing Source → Asset → Metric and a status badge at the top.Overview tab — field-level breakdown
The Overview tab shows a full row-by-row breakdown of the failing record:
The field(s) that actually caused the failure are visually highlighted in the table. An Action Items panel below lets you track remediation steps against the record, with an AI-assist option to suggest next actions.
Audit tab
Every record has an Audit Log — an immutable, timestamped history of everything that’s happened to it: status changes, owner reassignments, SLA status transitions (e.g. “SLA status updated from breached to stopped”), and action-item creation/deletion. Each entry captures the acting user, a description of the change, and — where available — the client IP and device.Bulk actions
Select multiple records using the row checkboxes, then use the bulk action menu to:- Assign to a user (Exception Owner)
- Update status — move selected records to any status in bulk
- Download — export selected records to CSV
Incremental write logic
Exception records accumulate across metric runs — they are not replaced. Each run:- Executes the Failed Rows Query.
- Compares returned rows against existing exception records using a record hash key.
- Writes new failing records not already captured.
- Retains all existing open records — records that are no longer failing in the latest run stay open until a user explicitly resolves them.
This ensures a record fixed in the source system is intentionally reviewed before being marked Resolved — it doesn’t silently disappear.
Auto Resolve status is assigned by the system when a subsequent metric run confirms the previously failing record now passes. This is distinct from a user manually resolving a record.
Exception Reporting
The Exception module includes a Reports builder for scheduled exception delivery — accessible from the same view switcher as All Exceptions and Exception by Metric. From there you can:- Configure which columns appear in the report (including drag-and-drop column ordering)
- Apply Group By to aggregate records by asset, metric, owner, or status
- Schedule the report to be emailed on a recurring cadence, and see each report’s last/next run time and audience