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Reporting - Automatic generation and emailing of reports

Automatically send email reports every month.

Purpose: Users can set up recurring reports to the dedicated person consistently at the same date.

611 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminHannah G (Admin, Xero) responded  · 

Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

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  • Nectaria Eliades commented  ·   ·  Report

    Please prioritise this feature - Has been available on other platforms for over a decade....

  • Victor Tey commented  ·   ·  Report

    Argh, just another basic feature you'd think a platform like Xero would already have...

  • Leanne de Waal commented  ·   ·  Report

    This should be made a priority please at is so needed. Other products offer this feature. Please make this happen as soon as possible.

  • Sarah Simon commented  ·   ·  Report

    Why isnt this feature available already? Come on xero, you have jacked up the prices so much and you have not implemented any new features that we actually need.

  • Terri Whyatt commented  ·   ·  Report

    Xero is there any news on this since the update on 18th December 2023?

    This is something so obvious and a feature anyone would expect as a standard inclusion. This is so needed in a product like Xero and incredibly surprising that it hasn't already been included for years.

    Please provide an update.

  • akshay singh commented  ·   ·  Report

    Contact xeroemail.com for sending your invoices, reminders directly from your own domain. They are also working on automated monthly statement and reports.

  • John Williams commented  ·   ·  Report

    Come on Xero, this is an essential requirement to help your customers work more efficiently and effectively.

    I can't believe it would take that much development work for you to implement this.

    Look at the feedback from the community to this issue, it reflects poorly on your brand that you won't deliver this for whatever reason - hopefully it's not true that you're profiting from this by forcing us to use 3rd party integrations!

  • Phil Pattison commented  ·   ·  Report

    Hey Xero, don't become complacent, people ie users and YOUR customers are shouting for this feature. WHEN will you implement it????

  • Edward Williams commented  ·   ·  Report

    This would be a no-brainer useful feature both to automate sending reports to clients but also to allow users to integrate Xero with other tools - e.g. you could email a report file to a shared mailbox and use a script to upload the data into tools like PowerBI.

    But just to temper people's expectations - this is why Xero will probably never introduce this feature. There are tools like OData Link which integrate Xero data with other tools, and if they were to enable us to automate report emails then the demand for those tools would dramatically drop.

    Sadly, this feature isn't compatible with Xero's business plan which is the reason they are not considering it.

  • Derek Knox commented  ·   ·  Report

    this is crazy, every software package out there allows for report email or automation. Xero doesnt even give this to zapier to automate, it doesnt email it either. We will need to change packages to save time and automate more

  • Sean Autry commented  ·   ·  Report

    It's a bit crazy this feature is not available. There is a lot of automation potential that is lost here without the ability to schedule reports.

  • David Sumner commented  ·   ·  Report

    It would always be a great idea but its a must especially now with Ai being able to analyse these report so can be automated ready for review where now we will have to manually copy and past. annoying

  • Sam Watts commented  ·   ·  Report

    Would love this feature for Billable Expenses Outstanding, P&L & Balance Sheets

  • Ryan Almusawi commented  ·   ·  Report

    This is a CRUCIAL feature. I'm honestly surprised that we're unable to setup automatic emails containing financial statements/other essential reports.

    It remains one of our most used features of QuickBooks Online. Please reconsider this feature in the new year.

  • Mark Cherkowski commented  ·   ·  Report

    I can't believe this is not a standard feature. I should be able to get a weekly report of past due invoices etc.

  • Oscar Blazquez commented  ·   ·  Report

    While prices keep going Up, very few new features are added! Specially something like this where there is plenty of demand!

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