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 Inbox.

• Reports are scheduled on a regular basis, e.g., weekly or monthly.
• Notifications are triggered when feedback hits a pre-defined threshold.

Set Up Reports

1. From the top-right corner of the dashboard, click on your name, then click Account.
2. Under My scheduled reports, click Manage.
3. Schedule Report.
4. Follow the on-screen prompts to define your Report, then click Add.
5. To define additional Reports, repeat steps 3-4.
6. Click **Save **to confirm your Reports.

Set Up Notifications

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

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: 14/05/2025