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Omneo Insights is the reporting surface for the Omneo platform. It gives brand administrators, CS teams, and program managers a real-time view of their customer base, incentive program performance, and engagement trends, without needing to query the API or export data.

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Who uses Omneo Insights

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What Omneo Insights shows

Omneo Insights surfaces metrics built directly from your live Omneo data. Standard reports include: Your implementation partner configures the dashboard layout and metrics to match your program’s priorities during onboarding. You can also connect supported AI clients to Omneo Insights with the Omneo Insights MCP server.

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Accessing Omneo Insights

Omneo Insights is available from three places. All three surface the same underlying data, so choose whichever fits how your team works.

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From CX Manager

Open the Dashboard section of CX Manager. Your CX Manager URL is:

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Standalone Insights Portal

Open the Omneo Insights Portal directly, without going through CX Manager:

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Dedicated instance for enterprise customers

Enterprise customers can provision a dedicated reporting instance pointed at the same Omneo data source. See Dedicated reporting instances below for what this unlocks. A provisioned dedicated instance is reached at:
Access in all three surfaces is role-based. Your Omneo administrator controls which users can view reporting data.

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Data underlying Insights

Omneo Insights is powered by the same data available via the Omneo API. Key sources include:
  • Profiles: identity, consent, and attribute data
  • Transactions: purchases recorded against profiles
  • Profile aggregations: pre-calculated per-profile metrics (spend, frequency, recency)
  • Incentive records: rewards, benefits, points, and tier assignments
Aggregations update automatically as new transactions and interactions are recorded. See Profile Aggregations for the full list of calculated fields.

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Dedicated reporting instances

For brands that want a deeper or customised reporting experience, a dedicated hosted reporting instance can be provisioned pointing at the same Omneo data source. This gives your data or analytics team full control over:
  • Custom dashboards and report layouts
  • Scheduled report delivery
  • Access to raw tables not exposed in the standard Insights view
  • User-level access control within the reporting environment
Speak to your Omneo account manager if you’d like to explore a dedicated instance.

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Exporting data

If you need to feed Omneo data into your own BI platform or data warehouse, you have several options:
  • Webhooks: real-time event-driven push to any endpoint. See Webhooks and Events.
  • API: pull any resource on demand.
  • CSV export: bulk exports from CX Manager for certain objects.
  • Insights Portal export: the Omneo Insights Portal can export reports and underlying tables as CSV, XLSX, or PDF.
Depending on your role, you may not have permission to export personally identifiable information. If you do, you are responsible for securing your connection to downstream systems and any files you generate.