Use the Reports feature to generate downloadable reports in CSV format automatically.
Use Reports to track eCourtDate messages, events, and client data.
We generally recommend at least the following:
- Monthly Outbound Messages Report
- Monthly Failed Messages Report
Each Agency can have an unlimited number of Reports.
Use the following steps to create a new report:
Step 1: Click on Reports in the main navigation.
Step 2: In the Add a Report section, enter your preferred Report Name, then click Add Report.
Step 3: Click on the Report that you created in the table.
Step 4: Choose your preferred report options. This example is for a report that automatically generates an export at the beginning of each month for the previous month:
- Default From Date: Start of Month
- Default To Date: End of Month
- Auto-Export: Month
- Notify When Auto-Export is Complete: Choose any specific Users and/or Groups.
- Attach to Emails: Enable this option to attach the export to each export notification.
Step 5: Use the Add a Dataset section to add at least one dataset.
Step 6: If there are any messages within the Date Range, you should see messages in the Dataset table:
Step 7: Click on the Edit Dataset button to configure the dataset.
- Dataset Name
- Dataset Fields
- Dataset Filters
Automatically generated exports will appear in the Auto-Exports section:
Each Auto-Export is based on the Date Range configured in the report. Click on the export to download the file.
Any notified recipients also receive a copy of the export if Attach to Emails is enabled.
