For reports you need on a regular basis, you can set up automatic email reports.
Following 3 reports are set up from the beginning:
- An immediate report about every new Customer Alliance review
- A daily report about new external reviews
- a weekly report about all reviews
It is possible to adjust each report by clicking on the edit button next to each notification. You can for example include additional email recipients, change the frequency or add/change criteria. The email recipients you add, don’t have to have an own user account.
Adding new reports
To add new reports, simply click the button at the top right.
Afterwards, you can select the topic of the report and depending on the topic, you may also choose which portals and criteria should be included.
Further, you have the option to select the language in which you would like to receive the report and to choose a name and email subject.
In this section you can also decide whether you would like to attach the report as excel file.
The time frequency can only be set up for reports with the topic “The summary of my reviews and ratings”, as all other reports are sent out immediately after receiving a new review.
You can add as many recipients as you like, by clicking on the plus and inserting the names and email addresses.
The last step is to set up the report status. For reports regarding a summary of reviews you may also choose if the report should only be sent when new reviews are available or always.