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.Documentation Index
Fetch the complete documentation index at: https://docs.omneo.io/llms.txt
Use this file to discover all available pages before exploring further.
Who uses Omneo Insights
| Role | Primary use |
|---|---|
| Brand administrators | Program health monitoring, MAU tracking, tier distribution |
| CS and loyalty managers | Reward issuance and redemption trends, engagement rate |
| Implementation teams | Validating data quality and transaction flow post-launch |
| Executive stakeholders | High-level KPI overview and growth trends |
What Omneo Insights shows
Omneo Insights surfaces metrics built directly from your live Omneo data. Standard reports include:| Report | What it measures |
|---|---|
| Monthly Active Users (MAUs) | Known customers with at least one transaction in the rolling calendar month |
| New member growth | Profile creation rate over time, split by channel |
| Reward issuance and redemption | Volume and value of rewards created and used |
| Tier distribution | How your customer base is spread across tier levels |
| Transaction velocity | Purchase frequency and average transaction value |
| Channel split | In-store vs online transaction breakdown |
| Location performance | Transactions and MAUs by store location |
Accessing Omneo Insights
Omneo Insights is accessible from the Dashboard section of CX Manager. Your CX Manager URL is: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
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
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
- API — pull any resource on demand
- CSV export — bulk exports via CX Manager for profiles, transactions, and incentives