Stay Informed
Reports and alerts — so you never miss what matters.
You've set up your feedback and learned how to read your dashboard. Now make sure the important stuff comes to you — without having to check manually.
Ombea gives you two ways to stay on top of things:
| Scheduled Reports | Notifications | |
|---|---|---|
| What it does | Delivers a summary to your inbox on a schedule | Alerts you the moment something happens |
| Best for | Routine check-ins — daily, weekly, or monthly | Catching problems early — score drops, keywords, thresholds |
| Who sets it up | Anyone (for themselves) or Admin (for others) | Admin creates rules, anyone subscribes |
| Think of it as | Your morning newspaper | Your smoke alarm |
Scheduled Reports — feedback on autopilot
Stop logging in just to check the numbers. Pick a stream, choose a frequency, and Ombea drops a summary straight into your inbox.
Start with weekly reports. They hit the sweet spot between staying informed and avoiding inbox overload. Increase frequency only when you're acting on every report.
- Click your name in the top-right corner and select Account.
- Click Manage on the My scheduled reports card.
- Click Schedule report.
- Select a Location and Stream, choose a report type, set the period and frequency.
- Click Save.
Need to edit or delete? Follow the same path and click the report row.
| Type | What it contains |
|---|---|
| Basic Report | A clean overview with the essentials |
| Summary Report | Key insights and trends — built for team meetings |
| Frequency | When it sends |
|---|---|
| Daily | Every day |
| Weekly | The first Monday of each week |
| Monthly | The first day of each month |
Period and frequency are independent — a Weekly report with a "Last 30 days" period sends every Monday covering the most recent 30 days.
- Go to Admin > Users in the sidebar.
- Click the user, then click Edit.
- Navigate to the Scheduled Reports tab.
- Click Schedule report, configure, and save.
→ Full details: Get Automatic Email Reports
Notifications — get alerted when it matters
Let Ombea tell you the moment a score drops, a keyword appears, or a threshold breaks. An Admin creates the rules. You choose which ones you want to hear about.
How it works
| Step | Who | What happens |
|---|---|---|
| 1. Create a rule | Admin | Defines what triggers an alert — e.g. "notify when satisfaction drops below 70" |
| 2. Subscribe | You (any user) | Choose which alerts reach you — via email, in-app, or both |
| 3. Get alerted | Automatic | Alerts land in your Inbox and/or email the moment the rule fires |
Subscribe to notifications
- Click your name in the top-right corner and select Account.
- Click Manage on the My notifications card.
- Toggle Notify by email and/or Notify in Inbox for the alerts you want.
- Click Save.
Start with the alerts that matter most. Subscribe to critical thresholds first — you can always add more later. Fewer, focused alerts beat notification fatigue.
→ Full details: Choose What You Get Notified About
Create a notification rule (Admin)
- Go to Account > My notifications > Create notification.
- Choose what to measure (Location + Stream + Question).
- Pick a trigger:
- Metric hits a threshold — fires when a score crosses a boundary you set
- Set the threshold, time period, and frequency.
- Name it, pick a style (red/gray/green), and save.
- Instant alert on negative feedback — trigger on new response, narrow to unhappy smileys. You know within minutes.
- Weekly score check — trigger when Insights Index < 70, evaluated every Monday. Catches slow declines.
- Sudden drop detection — trigger when score decreases > 10 points vs previous 24 hours. Catches sharp dips early.
- Celebrate wins — trigger when VPS > 80, evaluated monthly. Spotlight your top performers.
→ Full details: Set Up Notifications
The Inbox — where alerts land
Click Inbox in the sidebar. Every alert that fires shows up here in real time — no refresh needed.
From the Inbox you can:
- Filter by location, stream, type (positive/negative/neutral), or status
- Assign an alert to a colleague
- Comment to coordinate next steps
- Mark as completed when handled
Make the Inbox part of your routine. The most effective teams check daily, resolve alerts quickly, and use comments to stay aligned. An alert acted on within 24 hours is worth ten that pile up.
→ Full details: The Inbox
You're up and running — now explore
The basics are covered. Feedback flows in, your dashboard shows the picture, and reports and alerts keep you informed. Here's where to go next:
- Compare Results Over Time — spot trends and measure the effect of changes
- Find Your Focus Areas — see where improving satisfaction moves the needle most
- Gamification & Leaderboard — make performance visible and motivate your team
- Branching Logic — show different follow-up questions based on answers
- Connect Your BI Tool — pull data into Power BI, Tableau, or Looker
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