> ## 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.

# Omneo Insights

> Reporting and analytics for your Omneo customer data.

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.

## 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                                     |

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](/experiences/omneo-insights/mcp).

## 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.

### From CX Manager

Open the **Dashboard** section of [CX Manager](/experiences/cx-manager/overview). Your CX Manager URL is:

```
https://[tenant].manager.getomneo.com
```

### Standalone Insights Portal

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

```
https://portal.insights.getomneo.com
```

### Dedicated instance for enterprise customers

Enterprise customers can provision a dedicated reporting instance pointed at the same Omneo data source. See [Dedicated reporting instances](#dedicated-reporting-instances) below for what this unlocks. A provisioned dedicated instance is reached at:

```
https://[tenant].metabaseapp.com
```

Access in all three surfaces is role-based. Your Omneo administrator controls which users can view reporting data.

## 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](/concepts/profiles/aggregations) for the full list of calculated fields.

## 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.

## 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](/dev-guides/webhooks/webhooks).
* **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.

<Note>
  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.
</Note>