Automated analysis reports
Set up automated analytics reports in Sea Survey to receive regular insights from your customer surveys. Get analytics summaries delivered directly to your email on your preferred schedule.
What's New: Automated Analytics Reports
We've added the ability to receive automated reports from your survey analytics. Instead of manually checking your dashboard, you can now get regular email updates with key metrics, response summaries, and insights delivered directly to your inbox.
This update helps you stay on top of customer feedback without constantly monitoring your surveys, making it easier to track trends and respond quickly to important insights.
Why Use Analytics Reports?
Analytics Reports help you:
Stay informed automatically: Get regular updates without logging into your dashboard
Track trends over time: Compare metrics across different time periods
Save time: No need to manually compile survey data
Share insights easily: Forward reports to team members or stakeholders
Never miss important feedback: Get notified when new responses come in
Make faster decisions: Access key data right in your email
How Analytics Reports Work
When you set up a report, Sea Survey will automatically send you an email summary of your survey analytics based on your chosen schedule. Reports include key metrics like total responses, completion rates, and answer breakdowns.
When to Set Up Reports
First-time setup When you first visit the Analytics screen for a survey, you'll see a prompt to set up your report preferences. You can configure your report settings immediately or skip and set them up later.
Ongoing access You can update your report settings anytime from the Analytics screen by clicking the Open Basic analytics button.
How to Set Up Analytics Reports
Step 1: Access Report Settings
Option 1: First-time setup (Automatic prompt)
Go to Analytics from the taskbar
The report setup prompt appears automatically on your first visit
Click Set Up Report to configure preferences Or click Skip for Now to set up later
Option 2: Set up anytime
Go to Analytics from the taskbar
Click the Manage Report button on the top-right corner.
Configure your preferences
Step 2: Choose Report Frequency
Select how often you want to receive reports:
Daily: Get updates every day (best for active surveys)
Weekly: Receive reports once a week (recommended for most surveys)
Monthly: Get monthly summaries (best for long-term tracking)
Custom: Set your own schedule based on specific dates or intervals
Step 3: Choose Date Range
Select the time period for your report data from the Date dropdown:
Yesterday: Data from yesterday only
Last 7 days: Past week of data
Last 30 days: Past month of data (default)
Last 90 days: Past quarter of data
Last 6 months: Six months of historical data
Last 9 months: Nine months of historical data
Last 12 months: Full year of data
Step 4: Add Email Recipients
Enter email addresses for report recipients
Choose an email schedule using Every X Day(s)
Step 5: Configure Delivery Time
Set your preferred delivery time:
Choose morning, afternoon, or evening delivery
Select timezone for accurate scheduling
Step 6: Save Settings
Click Save to activate your automated reports. You'll receive your first report based on the schedule you selected.
Managing Your Reports
Edit Report Settings
To change your report preferences:
Go to Analytics for your survey
Click Manage Report
Update any settings (frequency, recipients,...)
Click Save to apply changes
Pause or Stop Reports
To temporarily stop receiving reports:
Open Report settings
Toggle the Enable Reports switch to off
Your settings will be saved for when you want to resume
To permanently delete report settings:
Open Report settings
Click Remove Schedule Report
Receive regular insights from your survey dataβdelivered directly to your inbox. You can update or turn this off anytime.
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