Three ways to view exceptions
Use the view switcher in the top-right of the page to move between three views. Hover over an icon to see its name.
The Exception Records page. Filter bar on top, status summary cards below.
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, “73 Total · 0% Breached”. Expand a group to see its records. Sub-tabs above the list filter the groups: All, and a tab for query-based metrics that shows its group count, for example Query (1).
Use Export to download the current grouped view.
The Exception by Metric view with one metric group expanded.
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)
The table starts with the columns of the failing record itself, for exampleIS_HOLIDAY, COUNTRY, and DATE_KEY, so that you can read the failing values without opening the record. Prizm then adds its own exception columns after them. Hover over a highlighted failing value to see the alert criteria that flagged it.
The All Exceptions view. The failing record's own columns come first.
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
In the All Exceptions view, click the pencil icon in the Action column of a row to open its detail view in a side panel over the list. In the Exception by Metric view, click a record identifier. A breadcrumb shows Source → Asset → Metric, a status badge sits next to the title, and Back to exception List returns you to the list. The panel has an Overview tab and an Audit tab.
The record detail panel, Overview tab.
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, and the Related Criteria column marks them with Match. Use the download icon in the corner of the Exception Record card to export the row.
The rest of the Overview tab is organized in cards:
The SLA summary and insights card.
Semantic context, Owners, Resolution, and More Info.
The Alert and Action Items cards.
Timeline events
The Timeline lists every event for the record, newest first. Records are not duplicated when a later run fails on the same row. The same record is updated, and the Timeline shows what happened.
The Timeline card of an exception record.
Use the ALL tab to see every event, or open More to show only Lifecycle, Audit, or Record events. The count of events appears below the list, for example 1-6 of 6 events.
A record that a later run flagged again, with the Occurrence badge.
Timeline and table views
Two icons in the corner of the Timeline card switch how the record’s history is shown. The first icon shows the Timeline described above. The second, Table view, replaces the card with an Exception snapshot table that lists each version of the record with the Run that detected it, Detected At, and Version (the latest is marked Current), followed by the record’s own columns.
Table view shows the record as an Exception snapshot.
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.
The Audit tab of an exception record.
Bulk actions
You can change the owner or status of many records at once, and download the records you are looking at. Exception by Metric view. Tick the checkboxes next to the records you want to change. An Edit button appears next to Export. Click it to open the Bulk Edit dialog.
Select records, then click Edit.
The ⋮ menu above the records table.
In the Bulk Edit dialog, choose the column to edit, Exception Status or Exception Owner, then click Update.
The Bulk Edit dialog.
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.
When a later run fails on a row that already has a record, Prizm keeps the existing record and adds an Exception seen again event to its Timeline with an incremented Occurrence count, instead of creating a duplicate.
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 reports
Exception reports package the failing records captured by your metrics into a CSV or PDF file for people who do not work in Prizm every day. You choose the source, asset, and metric, pick the columns to include, set a date window, and deliver the result to an audience on a recurring schedule. A report only contains records that already exist in the Exception module, so the metric behind it must have Write Exception turned on.Open the Reports page
Select the third icon in the view switcher, Reports. The page shows three count cards, All, Active, and Inactive, above a table of saved reports.
The Reports page.
Use the icons above the table to add a report (+), filter, sort, and search.
Create a report
Click the + icon above the table. A small Add Report dialog asks for a Report Name (required) and an optional Description. After you click Create, the report builder opens. It has an Overview tab and an Audit tab. On the Overview tab, the left panel holds the settings, in a Configuration tab and a Filters tab, and the right panel shows a live Preview of the rows the report will contain.
The Add Report dialog.
The report builder. Settings are on the left and the Preview is on the right.
The report Type options.
1
Choose what to report on
On the Configuration tab, set the scope.
2
Pick the columns
In Attributes, select the columns to include. You can choose columns from the failing record, such as
COUNTRY or DATE_KEY, and the metric name column, exception_metric_name. At least one attribute is required. The Preview updates as you add or remove columns.3
Group the results (optional)
Click the + icon next to Group by to add the columns to group rows by.
4
Set the audience
In Audience, select who receives the report. An audience is required.
5
Choose the output
Under Output, select PDF or CSV. Preview limit sets how many rows the Preview shows. The default is 10.
6
Set filters
On the Filters tab, narrow the records that go into the report. See the table below.
7
Save and schedule
Click Save Changes, then set up the schedule.
Preview layouts
Two icons above the Preview switch between the default layout, a row for each record, and Hierarchy view. Hierarchy view nests the rows by the attributes you selected, in order. For example, withCOUNTRY, DATE_DT, DATE_KEY, and RETAIL_4_5_4 selected, each country lists its dates, each date its date keys, and each date key its RETAIL_4_5_4 values. Use it to check how a grouped report will read before you save.
Hierarchy view of the report preview.
Report filters
The report Filters tab.
If the Preview is empty, widen the Date filter and check that the selected metric has exception records.
Schedule a report
Click the Schedule icon in the Action column to open the Edit Schedule panel.
For Calendar schedules that repeat in weeks, you also pick the weekdays and one or more times of day (Occurrence, with Add Time for more than one). The panel shows the next run time below the form so that you can confirm the cadence before you click Submit. Use the Active toggle in the reports table to pause or resume a schedule without deleting it.
A short interval is useful while you test a report, but it produces a file on every run. Use a daily or weekly cadence for reports that go to business audiences.
The Edit Schedule panel.
Download, edit, or delete a report
Click Download in the Action column to generate the report in its configured output format without waiting for the next run. Click Edit to reopen the builder, change the settings, check the Preview, and click Save Changes. Click Delete to remove the report and its schedule.Report audit trail
Open a report and select the Audit tab to see its change history. Each entry shows the date and time, the action (Create or Update), a message describing what changed, the client IP address, and the device. Update messages list the fields that changed, such as the audience, columns, output format, and filters, so you can trace who changed a report and when.
The report Audit tab.