Reports page

Overview

This topic provides information on how to use the Reports page.

Simplifile lets you create reports from the Simplifile information of which you are authorized to access.

The top section of the Reports page lets you create (configure and run) reports.

For each report you run from the Reports page, you choose the range of dates for which the report should show data and the format for the report. Below is an example of the report setup portion of the Reports page.

Reports page with callout letters screenshot

Letter Description
A Choose the report type you want to run. You can select the Information button to view a description of some of the reports you can run.
B This field must identify at least one organization whose data you want to review. You can choose multiple organizations or all organizations.
C Use the Format dropdown list to choose the format in which you want the report to display.
D Use the date range fields or the calendars to choose the time period your report should cover.

When you create a report, and entry for the report is entered in the My Recent Reports section near the bottom of the Reports page. The table maintains a list of the ten most recent reports, and displays the report status (Pending or Completed), the time the report was created, the format of the report, and which organizations’ data displays.

Below is an example of the My Recent Reports table.

My Recent Reports table with callout letters screenshot

Letter Description
A To discard reports, mark the boxes in front of report names and select Actions.

To download multiple reports in a zipped file, mark the boxes in front of the report names and select Actions.

To mark all reports, select the box in the header.
B A report you have not viewed displays in bold. Select a report name to display or download that report.
C Select the Menu Ellipsis button (ellipsis) button to the right of the Download button to delete a report or re‑run a report in a different format.

IMPORTANT: The reports in the My Recent Reports table are static. This means that you have already run the reports, and data in the reports is from the time and date you specified when you ran the reports. To get data for a different or more current time period, you must use the fields on the Reports page to re‑choose the report parameters you want, and re‑run the report. If you try to run a report with the exact same parameters as an existing report, the system lets you view the existing report or continue to create the new report. The new report replaces the previous report.

A number beside the Reports menu item in the navigation menu tells you when you have new reports to view.

I want to ...

Open the Reports page

  • In the navigation menu, select Reports. The Reports page opens and the navigation menu changes to display report‑specific items.

Run a report

QUICK TIP: To download multiple reports in a zipped file, mark the boxes at the left of each report you want. Then choose Actions > Download Selected. You can mark the box in the top left corner of the table to mark all the reports in the table at once.

  1. Open the Reports page.
  2. Enter the report type you want to run. Only one report type may be entered.

    NOTE: To get definitions of the report types, select the information button ( Blue Information button ).

    1. Select the Report Type dropdown field.
    2. Do one of the following:
      • If the report type you want is displayed, select it.
      • If the user you want is not displayed, use the field as a filter by entering part of the wanted report type and when the report type displays in the list, selecting it.

      The selected report type displays in the field.

  3. Enter the organization or organizations.
    1. Select the Organizations dropdown field.
    2. Mark the box to select each organization you want. Mark the Select All box to select all the organizations.

    When one or two organizations are selected, the name or names of the organizations display in the field. When three or more organizations are selected, the number of selected organizations display in the field.

  4. Set the date range. Do one of the following:
    • From the Date Range dropdown list, choose the time frame for which to run the report.

    • In the Start Date field, enter the date you want to use as the first date of your report; in the End Date field, enter the date you want to use as the last date of your report.

      NOTE: You may select the calendar icons to choose the start and end dates for your report.

  5. Enter the format. Only one format may be entered.

    1. Select the Format dropdown field.

    2. Select the wanted format type.

    The selected output format type displays in the field.

  6. Enter the frequency. Only one frequency may be entered.
    1. Select the Frequency dropdown field.
    2. Select the wanted frequency. The frequency is displayed in the field.
  7. Create the report. Select the Run Report button. The report is created and added to the My Recent Reports section near the bottom of the page.

Download a report or reports

NOTE: Our file downloads use your browser’s download function. Depending on the browser and its settings, the downloaded file or files may be displayed at the bottom of your browser window. You may be able to right‑click them to open the file or show the folder where the file was download. See your browser’s settings to determine the download location.

QUICK TIP: To download multiple reports in a zipped file, mark the boxes at the left of each report you want. Then choose Actions > Download Selected. You can mark the box in the top left corner of the table to mark all the reports in the table at once.

  1. Open the Reports page.
  2. Go to the My Recent Reports section near the bottom of the page.
  3. Go to the row of the report you want to download.
  4. If the report you want is not displayed:
    1. The report you filtered for is displayed in the table.
    2. Select the Filter Funnel (filter) button button above the table to the right side to open the filter options form.
  5. Enter text in any of the fields to filter the displayed list.

  6. Do one of the following:

    Method 1 (for a single report)

    • In the row of the report you want to download, select the Download Download button button.

    The report downloads.

    Method 2 (for a single report or multiple reports)

    1. In the row or rows of the report or reports you want to download, select the selection box ( Selection box ).
    2. Select the Actions button above the table to the right. A menu appears.
    3. Select Download Selected.

    The report downloads.

View a report

  1. Open the Reports page.
  2. Go to the My Recent Reports section near the bottom of the page.
  3. Go to the row of the report you want to view.
  4. If the report you want is not displayed:
    1. The report you filtered for is displayed in the table.
    2. Select the Filter Funnel (filter) button button above the table to the right side to open the filter options form.
  5. Enter text in any of the fields to filter the displayed list.
  6. Select the report name link of the report you want to view. The report opens in a new tab.

Discard (delete) a report or reports

  1. Open the Reports page.
  2. Go to the My Recent Reports section near the bottom of the page.
  3. Go to the row of the report you want to discard.
  4. If the report you want is not displayed:
    1. The report you filtered for is displayed in the table.
    2. Select the Filter Funnel (filter) button button above the table to the right side to open the filter options form.
  5. Enter text in any of the fields to filter the displayed list.
  6. In the row of the report you want to discard, do one of the following:

    Method 1 (for a single report)

    1. Go to the row of the report you want to discard.
    2. Select the Menu Ellipsis button (ellipsis) button. A menu appears.
    3. Select the Delete. The report is removed from the My Recent Reports table.

    Method 2 (for a single report or multiple reports)

    1. In the row or rows of the report or reports you want to discard, select the selection box ( Selection box ).
    2. Select the Actions button above the table to the right. A menu appears.
    3. Select Discard Selected. The report or reports are removed from the My Recent Reports table.

Rerun a report

  1. Open the Reports page.
  2. Go to the My Recent Reports section near the bottom of the page.
  3. Go to the row of the report you want to rerun.
  4. If the report you want is not displayed:
    1. The report you filtered for is displayed in the table.
    2. Select the Filter Funnel (filter) button button above the table to the right side to open the filter options form.
  5. Enter text in any of the fields to filter the displayed list.
  6. In the row of the report you want to rerun, select the Menu Ellipsis button (ellipsis) button. A menu appears.
  7. Selected the Rerun as <the same format> item that corresponds to the format that you want to rerun.

The report is recreated and added to the My Recent Reports section.

Rerun a report with a different format

  1. Open the Reports page.
  2. Go to the My Recent Reports section near the bottom of the page.
  3. Go to the row of the report you want to rerun with a different format.
  4. If the report you want is not displayed:
    1. The report you filtered for is displayed in the table.
    2. Select the Filter Funnel (filter) button button above the table to the right side to open the filter options form.
  5. Enter text in any of the fields to filter the displayed list.
  6. In the row of the report you want to rerun, select the Menu Ellipsis button (ellipsis) button. A menu appears.
  7. Select the Rerun as <a different format> item that corresponds to the format that you want to rerun.

The report is created and added to the My Recent Reports section near the bottom of the page.

Add a report as a scheduled report

NOTE: You can also schedule reports using the Manage Scheduled Reports page.

  1. Open the Reports page.
  2. Go to the My Recent Reports section near the bottom of the page.
  3. Go to the row of the report you want to schedule.
  4. If the report you want is not displayed:
    1. The report you filtered for is displayed in the table.
    2. Select the Filter Funnel (filter) button button above the table to the right side to open the filter options form.
  5. Enter text in any of the fields to filter the displayed list.

  6. In the row of the report you want to schedule, do one of the following:

    1. Go to the row of the report you want to schedule.
    2. Select the Menu Ellipsis button (ellipsis) button . A menu appears.
    3. Select Add as scheduled. The Add As Scheduled Report window opens.
  7. Enter the organization. Multiple organizations may be entered.
    1. Select the Organizations dropdown field.
    2. Mark the box to select each organization you want. Mark the Select All box to select all the organizations.

    When one or two organizations are selected, the name or names of the organizations display in the field. When three or more organizations are selected, the number of selected organizations display in the field.

  8. Enter the user. Only one user may be entered.
    1. Select the User dropdown filed.
      • If the user you want is displayed, select it.
      • If the user you want is not displayed, use the field as a filter by entering part of the username and then selecting the wanted name.

      The selected user displays in the field.

  9. Enter the output format type. Only one format output type may be entered.

    1. Select the Output Format Type dropdown field.

    2. Select the wanted format type.

    The selected output format type displays in the field.

  10. Enter the report type. Only one report type may be entered.

    1. Select the Report Type dropdown field.

    2. Do one of the following:

      • If the report type you want is displayed, select it.
      • If the report you want is not displayed, use the field as a filter by entering part of the wanted report type and when the report type displays in the list, selecting it.

      The selected report type displays in the field.

  11. Enter the frequency. Only one frequency may be entered.
    1. Select the Frequency dropdown field.
    2. Select the wanted frequency.

    The frequency is displayed in the field.

  12. Determine if you want to send the report even if no transactions have occurred.
    • If you want to send the report when no transaction have occurred, mark the Send this report even when not transactions have occurred box.
    • If you do not want to send the report when no transaction have occurred, mark the Send this report even when not transactions have occurred box.
  13. Verify all the information on the page is what you want for the scheduled report.

  14. Select the Add Scheduled Report button.

    If the scheduled report just added was the first scheduled report, the Existing Scheduled Reports table is added at the bottom of the page with the new scheduled report.

    If other scheduled reports have already been added, the new scheduled report is added to the Existing Scheduled Reports table.

  15. Repeat this task for each report you want to send to each email address.

Print a report or reports

  1. Download the report or reports.
  2. Using your computer’s file system, go to the download location.
  3. Print the downloaded report using your computer’s print utility.