--- title: Email Report description: Creating and managing automated email reports helps you stay on top of key insights without manual effort. This guide walks you through the steps to set up a new email report, customize its content, a --- [Skip to content](https://support.customer-alliance.com/en/knowledge-base/email-report#main-content) [More support](https://support.customer-alliance.com/en/knowledge-base/kb-tickets/new?hsLang=en) [Customer portal](https://support.customer-alliance.com/tickets-view?hsLang=en) ![Customer-Alliance-Horizontal-logo-on-light (2)](https://support.customer-alliance.com/hs-fs/hubfs/Customer-Alliance-Horizontal-logo-on-light%20(2).png?width=260&height=260&name=Customer-Alliance-Horizontal-logo-on-light%20(2).png) Open main navigation Close main navigation - [More support](https://support.customer-alliance.com/en/knowledge-base/kb-tickets/new) - [Customer portal](https://support.customer-alliance.com/tickets-view) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Support knowledge base](https://support.customer-alliance.com/en/knowledge-base?hsLang=en) 2. [Reports](https://support.customer-alliance.com/en/knowledge-base/reports?hsLang=en) # Email Report Creating and managing automated email reports helps you stay on top of key insights without manual effort. This guide walks you through the steps to set up a new email report, customize its content, and ensure it reaches the right recipients. #### Existing Reports For reports you need regularly, you can set up an automatic email report. The following 3 reports are set up from the beginning: 1. An immediate report about every new Customer Alliance review 2. A daily report about new external reviews 3. 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 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. - In addition, you also 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 choose to attach the report as an 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 'add' tab and inserting the names and email addresses. - [English](https://support.customer-alliance.com/en/knowledge-base/english?hsLang=en#main-content) - [Customer Alliance Academy](https://support.customer-alliance.com/en/knowledge-base/english?hsLang=en#customer-alliance-academy) - [Dashboard](https://support.customer-alliance.com/en/knowledge-base/english?hsLang=en#dashboard) - [AI Hub](https://support.customer-alliance.com/en/knowledge-base/english?hsLang=en#ai-hub) - [Analytics 360](https://support.customer-alliance.com/en/knowledge-base/english?hsLang=en#analytics-360) - [Communication](https://support.customer-alliance.com/en/knowledge-base/english?hsLang=en#communication) - [Reviews](https://support.customer-alliance.com/en/knowledge-base/english?hsLang=en#reviews) - [Reports](https://support.customer-alliance.com/en/knowledge-base/english?hsLang=en#reports) - [Define & Track](https://support.customer-alliance.com/en/knowledge-base/english?hsLang=en#define-track) - [Settings](https://support.customer-alliance.com/en/knowledge-base/english?hsLang=en#settings) - [User settings](https://support.customer-alliance.com/en/knowledge-base/english?hsLang=en#user-settings) - [Deutsch](https://support.customer-alliance.com/en/knowledge-base/deutsch?hsLang=en#main-content) - [Customer Alliance Akademie](https://support.customer-alliance.com/en/knowledge-base/deutsch?hsLang=en#customer-alliance-akademie) - [AI Reply 2.0 FAQ's](https://support.customer-alliance.com/en/knowledge-base/deutsch?hsLang=en#ai-reply-2-0-faqs) - [Dashboard](https://support.customer-alliance.com/en/knowledge-base/deutsch?hsLang=en#dashboard) - [Analyse 360](https://support.customer-alliance.com/en/knowledge-base/deutsch?hsLang=en#analyse-360) - [Kommunikation](https://support.customer-alliance.com/en/knowledge-base/deutsch?hsLang=en#kommunikation) - [Bewertungen](https://support.customer-alliance.com/en/knowledge-base/deutsch?hsLang=en#bewertungen) - [Reports](https://support.customer-alliance.com/en/knowledge-base/deutsch?hsLang=en#reports) - [Definieren & Verfolgen](https://support.customer-alliance.com/en/knowledge-base/deutsch?hsLang=en#definieren-verfolgen) - [Einstellungen](https://support.customer-alliance.com/en/knowledge-base/deutsch?hsLang=en#einstellungen) - [Benutzereinstellungen](https://support.customer-alliance.com/en/knowledge-base/deutsch?hsLang=en#benutzereinstellungen) - [Français](https://support.customer-alliance.com/en/knowledge-base/fran%C3%A7ais?hsLang=en#main-content) - [Customer Alliance Academy](https://support.customer-alliance.com/en/knowledge-base/fran%C3%A7ais?hsLang=en#customer-alliance-academy) - [AI Reply 2.0 FAQ's](https://support.customer-alliance.com/en/knowledge-base/fran%C3%A7ais?hsLang=en#ai-reply-2-0-faqs) - [Dashboard](https://support.customer-alliance.com/en/knowledge-base/fran%C3%A7ais?hsLang=en#dashboard) - [Analyze 360](https://support.customer-alliance.com/en/knowledge-base/fran%C3%A7ais?hsLang=en#analyze-360) - [Communication](https://support.customer-alliance.com/en/knowledge-base/fran%C3%A7ais?hsLang=en#communication) - [Avis](https://support.customer-alliance.com/en/knowledge-base/fran%C3%A7ais?hsLang=en#avis) - [Rapport](https://support.customer-alliance.com/en/knowledge-base/fran%C3%A7ais?hsLang=en#rapport) - [Définir & suivre](https://support.customer-alliance.com/en/knowledge-base/fran%C3%A7ais?hsLang=en#d%C3%A9finir-suivre) - [Configuration](https://support.customer-alliance.com/en/knowledge-base/fran%C3%A7ais?hsLang=en#configuration) - [Paramètres utilisateur](https://support.customer-alliance.com/en/knowledge-base/fran%C3%A7ais?hsLang=en#param%C3%A8tres-utilisateur) - [Italiano](https://support.customer-alliance.com/en/knowledge-base/italiano?hsLang=en#main-content) - [Accademia dell Customer Alliance](https://support.customer-alliance.com/en/knowledge-base/italiano?hsLang=en#accademia-dell-customer-alliance) - [AI Reply 2.0 FAQ's](https://support.customer-alliance.com/en/knowledge-base/italiano?hsLang=en#ai-reply-2-0-faqs) - [Dashboard](https://support.customer-alliance.com/en/knowledge-base/italiano?hsLang=en#dashboard) - [Analisi 360](https://support.customer-alliance.com/en/knowledge-base/italiano?hsLang=en#analisi-360) - [Communication](https://support.customer-alliance.com/en/knowledge-base/italiano?hsLang=en#communication) - [Recensioni](https://support.customer-alliance.com/en/knowledge-base/italiano?hsLang=en#recensioni) - [Report](https://support.customer-alliance.com/en/knowledge-base/italiano?hsLang=en#report) - [Definisci e traccia](https://support.customer-alliance.com/en/knowledge-base/italiano?hsLang=en#definisci-e-traccia) - [Impostazioni](https://support.customer-alliance.com/en/knowledge-base/italiano?hsLang=en#impostazioni) - [Impostazioni utente](https://support.customer-alliance.com/en/knowledge-base/italiano?hsLang=en#impostazioni-utente) - [Español](https://support.customer-alliance.com/en/knowledge-base/espa%C3%B1ol?hsLang=en#main-content) - [Academia de la Customer Alliance](https://support.customer-alliance.com/en/knowledge-base/espa%C3%B1ol?hsLang=en#academia-de-la-customer-alliance) - [AI Reply 2.0 FAQ's](https://support.customer-alliance.com/en/knowledge-base/espa%C3%B1ol?hsLang=en#ai-reply-2-0-faqs) - [Polski](https://support.customer-alliance.com/en/knowledge-base/polski?hsLang=en) - [AI features](https://support.customer-alliance.com/en/knowledge-base/ai-features?hsLang=en) - [Customer Alliance Academy](https://support.customer-alliance.com/en/knowledge-base/customer-alliance-academy?hsLang=en) - [Dashboard](https://support.customer-alliance.com/en/knowledge-base/dashboard?hsLang=en) - [Communication](https://support.customer-alliance.com/en/knowledge-base/communication?hsLang=en) - [Analytics 360](https://support.customer-alliance.com/en/knowledge-base/analytics-360?hsLang=en) - [Reviews](https://support.customer-alliance.com/en/knowledge-base/reviews?hsLang=en) - [Reports](https://support.customer-alliance.com/en/knowledge-base/reports?hsLang=en) - [Define & Track](https://support.customer-alliance.com/en/knowledge-base/define-track?hsLang=en) - [Settings](https://support.customer-alliance.com/en/knowledge-base/settings?hsLang=en) - [User settings](https://support.customer-alliance.com/en/knowledge-base/user-settings?hsLang=en) - [Italiano (1)](https://support.customer-alliance.com/en/knowledge-base/italiano-1?hsLang=en) - [Ticket Listing](https://support.customer-alliance.com/tickets-view) - [Support Knowledge Base](https://support.customer-alliance.com/en/knowledge-base) - [Sign Out](https://support.customer-alliance.com/_hcms/mem/logout) [![Customer-Alliance-Horizontal-logo-on-light (2)-2](https://support.customer-alliance.com/hs-fs/hubfs/Customer-Alliance-Horizontal-logo-on-light%20(2)-2.png?width=117&height=117&name=Customer-Alliance-Horizontal-logo-on-light%20(2)-2.png "Customer-Alliance-Horizontal-logo-on-light (2)-2")](https://www.customer-alliance.com/en/) Copyright © 2025, CA Customer Alliance GmbH