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 set up Reports or Alerts to get results delivered to your inbox.

  • Reports are regular emails scheduled on a time-basis, e.g. weekly
  • Alerts are emails triggered when feedback hits a pre-defined threshold.

When it comes to Reports and Alerts, you can:

  1. Set up Reports and Alerts for yourself.
  2. Set up Reports or Alerts for other users.

Use our Goal Planner ti define what reports and alerts would help you stay on top of your feedback.

Set up Reports and Alerts for yourself

  1. From the top-right corner of the OMBEA Insights dashboard, click on your name, then click Account.
  2. Under My Reports, click Edit.
  3. Click through to the My Reports section and then click Add.
  4. Follow the on-screen prompts to define your Report, then click Save.
  5. Click through to the My Alerts section and then click Add.
  6. Follow the on-screen prompts to define your Report, then click Save.
  7. Click Save at the bottom right to commit the reports and return to the My Account screen.

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

Set up Reports or Alerts for other users.

  1. If you are an Admin user, from the menu on the left hand side click Users.
  2. Select the user in question, and click Edit in the right hand panel.
  3. You can now add Reports and Alerts for this user in the same way as described above.

An Example Alert

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