Who can use this: Available to users with REPORTS_VIEW permission. Creating and managing schedules also requires REPORTS_MANAGE. Contact your account administrator to request access.
The Reports section lets you access, download, and schedule CSV reports for your business activity on dLocal. You can view all generated reports, set up recurring scheduled reports (daily, weekly, or monthly), and generate one-time on-demand reports for a specific date range.
In this article
Viewing and downloading reports
Navigate to Reports in the left sidebar. The All reports tab opens by default and shows all generated reports for your account.
Each row in the table shows:
Column | Description |
Report type | The template used to generate the report |
Filename | The name of the generated CSV file |
Generated on | The date and time the report was produced |
Status | Current state of the report (see below) |
Report statuses
Status | Meaning |
| The report is ready to download |
| The report is still being processed |
| The report has been queued and will start soon |
| The report encountered an error and was not generated |
Filtering reports
Use the filters at the top of the table to narrow down the list:
Search — type part of a filename to filter by name
Date — select a preset range (Last week, Last month, Last 90 days, etc.) or set a custom date range
Report Type — filter by one or more report types using the chip selector
Tip: The default date range is "Last month." Expand it to "Last 90 days" if you need to find older reports.
Tip: The default date range is "Last month." Expand it to "Last 90 days" if you need to find older reports.
Downloading a report
Find the report you want in the table.
Click Download on the right side of the row.
The CSV file downloads directly to your device.
Note: Only reports with a Generated status can be downloaded.
Available report types
The report types available to you depend on your account configuration and enabled products. The following report types may appear in your dashboard:
Report type | Description |
Payouts Report | Daily summary of payout transactions, including status, beneficiary details, and amounts |
Cleared Transactions | Transactions that have been cleared and have impacted your balance, with full transaction details. |
Settlement | Shows a detailed breakdown of each settlement: which transactions were included and how their amounts add up to the final net total that dLocal transfers to your bank account. |
Cleared Transactions On Demand | An on-demand version of cleared transactions for a custom date range. |
📌 Note: More report types are coming soon.
If a report type does not appear in your account, it may not be enabled for your configuration. Contact your dLocal account manager for more information.
Scheduling recurring reports
Scheduled reports run automatically at the frequency you set (daily, weekly, or monthly) and appear in the All reports tab once generated.
Who can do this: Requires REPORTS_MANAGE permission.
How to create a scheduled report
Click + New Scheduled Report in the top-right corner.
In the Schedule your report dialog, follow the three steps:
Step 1 — Select the report type
Select the report type from the dropdown. Only report types that support scheduled (periodic) execution are listed here.
Enter a Schedule name to identify this schedule later.
Step 2 — Select the frequency
Choose how often the report should run:
Daily — generates one report per day
Weekly — generates one report per week
Monthly — generates one report per month
Step 3 — Personalize the report columns
Select the columns you want included in the CSV output. You can check Select all to include every available field, or choose individual fields.
The available columns vary by report type. Common fields include:
Transaction ID, dLocal Transaction ID
Creation Date, Approved Date
Local Currency, Gross Amount, Net Amount, Fee Amount
Status, Status Code, Status Details
Payment Type, Payment Method Code
Card Type, Card BIN, Installments
User Document, User Email
Click Schedule Report to save. The schedule becomes active immediately and will generate its first report on the next scheduled run.
Important: You can’t have two identical schedules with the same columns.
Generating on-demand reports
On-demand reports let you generate a one-time report for a specific date range, without setting up a recurring schedule.
Who can do this: Requires REPORTS_MANAGE permission. Only report types that support on-demand execution are available.
How to generate an on-demand report
Click + New Scheduled Report in the top-right corner.
Select a report type that supports on-demand generation (for example, Cleared Transactions On Demand).
Follow the three steps:
Step 1 — Select the report type
Choose an on-demand compatible report type from the dropdown.
Step 2 — Select the date range
Choose a preset range or set a custom start and end date:
Preset options: Last week, This week.
Custom range: select specific start and end dates
Important: The date range cannot include today, as data for the current day is not yet finalized. The maximum range is 7 days.
Step 3 — Personalize the report columns
Select the columns to include in the report output, same as for scheduled reports.
Click Schedule Report to submit the request. The report will appear in the All reports tab once it has been generated. Processing takes approximately 3 hours. You can track the status in the “Manage Schedules” tab.
Managing your schedules
Click the Manage schedules tab to see all your active report schedules.
Schedule list
The table shows:
Column | Description |
Template | The report type this schedule uses |
Name | The name you gave the schedule |
Frequency | How often the report runs (Daily, Weekly, Monthly, On-demand) |
Status |
|
Viewing schedule details
Click any row to open the schedule detail drawer on the right. It shows:
Report type and schedule name
Frequency and current status
Included Columns — the fields selected when the schedule was created
Created On and Last Updated timestamps
Generated Reports — a list of reports produced by this schedule, with dates and download links
Removing a schedule
To stop a schedule from generating future reports:
Open the Manage schedules tab.
Click Remove next to the schedule you want to delete.
Confirm the removal.
Note: Removing a schedule stops future report generation. Previously generated reports remain available in the All reports tab and are not deleted.
Frequently asked questions
Why don't I see the Reports section in my sidebar?
The Reports section requires the REPORTS feature to be enabled for your account and the REPORTS_VIEW permission for your user. If you don't see it, contact your account administrator.
Why is a report type missing from the dropdown?
Report types are only shown if they match your account configuration. For example, Payouts Report only appears if your account has Payouts enabled, and Settlement report types depend on your FX configuration. Contact your dLocal account manager if you expect to see a type that isn't listed.
Can I include today's date in an on-demand report?
No. On-demand reports cannot include today because transaction data for the current day is not yet finalized. Select an end date of yesterday or earlier.
How long does it take for a scheduled report to appear?
Reports are generated automatically at the scheduled frequency. A Daily report will appear in the All reports tab on the following day. Generation typically completes within a few minutes of the scheduled time. If a report shows Generating status for an extended period, contact support.
What happens to my reports if I remove a schedule?
Removing a schedule only stops future report generation. All reports already generated by that schedule remain available in the All reports tab and can still be downloaded.
Can I edit an existing schedule?
Currently, schedules cannot be edited after creation. To change the frequency, name, or columns, remove the existing schedule and create a new one with the updated settings.