Schedule your closing report to send automatically in Dutchie Backoffice

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. To schedule the Closing Report:

1. Go to Reports > Configure. 
2. Click Add Schedule.
3. Set the report schedule in the Add Schedule window and click Save.
4. Select the newly created report schedule from the list. 
5. In the Reports section, click Add Report to select the Closing Report. 
6. Click the Period dropdown to select a cadence to send the report. Choose from Last day, Last week, or Last month. 
7. 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.