Configure Scheduled Reports

How to Create a Scheduled Document Report in ECGrid Simplify

Scheduled Document Reports allow you to automatically receive a customized document status report via email on a set schedule. Follow the steps below to set one up.

STEP 1

Navigate to Document Reports

From the left navigation menu, click Document Reports. This page displays all existing scheduled reports for your account.

Click + Add Schedule Report in the upper right corner to open the setup panel.

Tip: Check the Show enabled reports only checkbox to filter your list to active reports. Uncheck it to see all reports including disabled ones.

STEP 2

Fill Out the Report Details

Complete the following fields in the Add New Schedule Document Report panel:

Report Name (Required) — Enter a unique name to identify this report.

Report Direction — Choose Inbound, Outbound, or Both.

Report Frequency — Select how often the report runs (e.g., Daily, Weekly).

Filter Configuration — Optionally add filters to narrow which documents are included.

Email Subject (Required) — Enter the subject line for the report email.

Add Email / Exclude Owner Email — Add additional recipients. Check Exclude Owner Email if you don't want the account owner included.

Scheduled Time & Time Zone — Set the time and time zone for report delivery.

STEP 3

Customize Your Report Columns

Click Customize Columns to select which data fields appear in your report. Toggle on the columns you want, then click Apply.

Available columns include:

Flow Name

Step Name

DocType Name

Partner Name

Status

Integration Status

Identifiers

CreatedOn

External Id

Tip: Use Select All at the top to quickly enable every column, then uncheck the ones you don't need.

STEP 4

Set the File Name & Format

Configure how the report file will be named and formatted before it is emailed to recipients:

File Name (Required) — Enter a base name for the exported report file.

File Name Suffix — Optionally append a date or timestamp to make each file unique (options: None, Date, DateTime).

File Extension — Choose the output format. Defaults to CSV.

Tip: Adding a Date or DateTime suffix is recommended so each delivery has a unique, traceable filename.