Automated analysis reports
Get a recurring email summary of your surveys' response changes, delivered to your inbox, so you don't have to check the dashboard manually. Every report includes an AI Insights section that reads your responses and tells you what's changing and what to do about it.
Prerequisites
- A verified notification email (see Step 2)
Steps
Step 1: Open report settings
Go to Analytics, then click Manage report. On your first visit to Analytics, this modal opens automatically.
Step 2: Verify your send-to email
Enter the Send to email address to receive reports. It must show a Verified badge before you can save. If it's unverified, verify it first.
Step 3: Set your schedule
Set Email schedule to send every N day(s) (minimum 7). Then set Starting on (date) and At (time). The timezone shown is detected from your store.
Step 4: Choose your AI Insights mode
Click Edit on the AI Insights card to open Insight mode:
- Default (Free): AI automatically analyzes your 2 highest-response surveys each week (minimum 5 responses each) and answers a fixed question: "What are your customers telling you this week, and what should you do about it?" No tokens used.
- Customize: Pick up to 2 surveys yourself and write your own prompts (Add insight for more than one). Each report costs AI tokens (shown as Token cost, checked against your Available token balance).
The AI Insights toggle turns the whole report feature on or off, it's on by default for new stores. Turning it off (not just switching mode) stops the scheduled email entirely.
Step 5: Save
Click Confirm and back, then Save changes on the main modal.
Managing your report
- Edit anytime: reopen Manage report from Analytics to change the recipient, schedule, or AI Insights mode.
- Switch modes freely: moving from Default to Customize (or back) doesn't lose your settings. Each mode remembers its own configuration.
- Remove the schedule: click Remove schedule to stop recurring emails without deleting your AI Insights configuration.
Tips
- Default mode is a good starting point. It needs no tokens and no setup: it picks your most active surveys automatically each week.
- Switch to Customize when you want the report to focus on a specific survey or ask a specific business question (e.g. "What's driving low satisfaction scores this week?").
- Click How this works? in the AI Insights sub-modal for a breakdown of token costs before switching modes.