Set up notifications & reports

In addition to viewing live results in the dashboard, you can set up Reports or Notifications that deliver results via email or to your Ombea Inbox.

Reports are scheduled on a regular basis, e.g., weekly

Set Up Reports

From the top-right corner of the OMBEA Insights dashboard, click on your name, then click Account.
Under My scheduled reports, click Manage.
Schedule Report.
Follow the on-screen prompts to define your Report, then click Add.
To define additional Reports, repeat steps 3-4.
Click Save to confirm your Reports.* Notifications are triggered when feedback hits a pre-defined threshold.

Notifications are triggered when feedback hits a pre-defined threshold.

Set Up Notifications

From the top-right corner, click on your name, then click Account.
Under My notifications, click Manage.
Click Create Notification.
Follow the on-screen prompts to define your Notification.
Click Save.
To define additional notifications, repeat steps 3-5.
Click Save to confirm your notifications.

You can receive notifications via email or in the Insights Inbox. If you choose the latter, you can assign notifications to colleagues and track them through to resolution.

List of available Placeholders:

You can use Placeholders in the Enter a subject field. You can see the full list of available Placeholders below.

Trigger when a new response is received:

{value} - Reflects the current value of a specific metric (Button presses, CSAT, NPS, etc.)

Trigger when a threshold has been reached:

{value_prev} - Reflects the previous value of a specific metric in relation to a time period (day, week, month, year)
{value_difference} - Reflects the difference between the values during a specific period of time.
{value_difference_abs} - Reflects the difference between the values of two time periods as an absolute value.

Updated on: 11/08/2023