​
Automate Report Generation

Schedule automatic generation and delivery of SimpliSent reports to stay informed without manual effort.

​
Setting Up Report Automation

Create automated report schedules:
  1. Choose Report Type: Select from cash flow, shipment, refund, insurance, payment, or tracker reports
  2. Set Date Range: Define the time period for each report (last 7 days, 30 days, custom range)
  3. Configure Delivery: Choose email delivery and recipients
  4. Set Frequency: Daily, weekly, or monthly schedule

​
Report Types for Automation

Cash Flow Reports: Monitor financial performance and shipping costs over time Shipment Reports: Track shipping volume, carriers, and service usage patterns Refund Reports: Monitor return rates and refund processing Insurance Reports: Track insurance claims and coverage costs Payment Reports: Monitor payment processing and wallet activity Tracker Reports: Follow package delivery performance and exceptions

​
Schedule Management

Manage your automated reports:
  • View all scheduled reports in one dashboard
  • Edit report parameters and schedules
  • Pause or resume report generation
  • Test report delivery before scheduling

​
Delivery Options

Configure how you receive reports:
  • Email Delivery: Send to multiple recipients
  • File Format: PDF, CSV, or Excel format
  • Report Naming: Custom file naming conventions
  • Archive Access: Access historical reports in your dashboard

​
Best Practices

Optimize your report automation:
  • Right Frequency: Match report frequency to business needs
  • Key Recipients: Ensure reports reach decision-makers
  • Actionable Data: Focus on reports that drive decisions
  • Cost Monitoring: Use automation to track shipping expenses proactively