Reports & Alerts

Learning Statement: In this article you’ll learn how to set up OMBEA Insights email subscriptions for individual users.
Audience: This article is aimed at OMBEA Insights Administrators.

Introduction

In addition to viewing live results in the OMBEA Insights dashboard, you can have results delivered to your inbox. This can be on a regular basis (Email Reports), or in response to the feedback hitting a threshold of some kind (Email Alerts).

Before you start

  • You must have administrative rights within OMBEA Insights in order to carry out these steps.

Steps for Report Subscriptions

  1. Visit https://insights.ombea.com/ and log in with your Insights username and password.
  2. From the top-right corner click on your name to reveal a drop-down menu, then click My Account. 3.Under Report Subscriptions, click Edit.
  3. Click Add.
  4. Select the relevant Location, Stream, Report Period and Schedule, then click Save.

Weekly reports are sent on Monday each week. Monthly reports are sent on the first day of each month.

Steps for Alert Subscriptions

  1. Visit https://insights.ombea.com/ and log in with your Insights username and password.
  2. From the top-right corner click on your name to reveal a drop-down menu, then click My Account. 3.Under Alert Subscriptions, click Edit.
  3. Click Add.
  4. Under Source select the relevant Location and Stream.
  5. Under Measure choose between the presented options.
  6. Select the Trigger you are interested in.
  7. Under Time Interval choose between the presented options.
  8. Click Save.

Example

Imagine that you want an alert by email if the number of Red button presses is over 30% of the total button presses in the last hour. In this case you would set up an Alert Subscription with the following options:

  • Measure: Response Percentage
  • Trigger: Red button ticked. All other buttons unticked.
  • Threshold: Above 30%
  • Time Interval: Last 60 min

As an Administrator you may create these reports for Users. See ‘Managing Users’ for more detailed steps.