When you schedule the closing report, Dutchie sends an email of the report at a chosen time and frequency. You can choose between Daily, Weekly, Monthly, or Yearly cadences. The report is sent in Excel format, allowing easy analysis and sharing.
Reporting date range and report generation time
Starting September 29, 2026, Closing Reports can pull up to 730 days (2 years) of data in a single report. If you need data spanning more than 2 years (up to 4 years total), run two separate reports — for example, one for the first 2 years and a second for the remaining period — then combine the results.
Any report covering more than 31 days generates in the background. You'll get an email and an in-app notification when the file is ready to download, so you can keep working while it processes.
To combine multiple reports into one total: export each report to Excel (Actions > Export), then use the Breakdown tab in each file to build your combined totals.
To schedule the Closing Report:
- Go to Reports > Configure.
- Click Add Schedule.
- Set the report schedule in the Add Schedule window and click Save.
- Select the newly created report schedule from the list.
- In the Reports section, click Add Report to select the Closing Report.
- Click the Period dropdown to select a cadence to send the report. Choose from Last day, Last week, or Last month.
- In the Recipients section, click Add Recipients to select who you want to receive reports.
Note: Frequency you want the report to be sent, and period you select are different. For example, if you want to send the report daily with data from the last day, you select daily as the frequency on the scheduler, and last day as the period in the Add report window.