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.

Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
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Robert Swinson commented
This is a basic request that would save many man hours of work.
I do not understand why this idea has not been acted on. -
Philip Colfox commented
Dear Kelly, I am glad you have upgraded this from "no plans" to "valuable in the long run [ though ] not... with a specific timeframe". I would be willing to pay extra for better reporting including this automatic emailing of reports on set dates. Best wishes Philip Colfox
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Dean Canham commented
I use both Xero and QBO. With QBO, any reports available can be scheduled and emailed, with multipole options available. Just saying...
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Peter MacClement commented
This one is important, especially for smaller businesses. Automatically sending out cashflow and other KPIs to stakeholders would be really useful.
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Salonee Verma commented
This is a basic feature and it is ridiculous to think Xero would implement it in the "long term". I am writing in as you said "We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming."
I would find it useful. As would most people working on a team or for a company.
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Mike Cook commented
Not only is this feature critical, it is a mockery to have a feedback system that is blatantly ignored.
If you are following this thread or agree with it- do post your views (again) and see if we can get the traction we need to get this basic feature enacted
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Dev Edmond commented
Surprising and disappointing—this should be a basic feature by now
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Sarah Verge commented
What is on the roadmap if it's not features that users need? Like many others, I'm paying for a third-party app to cover this gaping hole in Xero's functionality (one of several basic features that are missing). You say you want to hear from people who'd find this useful, but surely it's only one-man bands who wouldn't? My use case is that I need to send weekly reports to multiple budget holders, so that they can see how actuals are tracking against budget. I have several other reports to send to other stakeholders too.
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John Williams commented
The community has been asking for this for years, I don't think a generic "request denied" response like this is good enough anymore. It's not just about the number of votes; it's about the repeated, consistent demand from your paying users for a feature that exists in most comparable platforms.
Automatic report generation and emailing is a basic workflow automation that would save your users hours of repetitive admin. The fact that it's still missing, and that the conversation hasn't progressed meaningfully in years, suggests either a strategic decision to deprioritise it or, worse, a commercial reason to push users toward third-party apps.
If it's a technical limitation, tell us. If it's a business decision, be honest about it. But please don’t keep asking for feedback unless you're genuinely using it to shape your roadmap. Transparency and real engagement with your users would go a long way here.
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Salonee Verma commented
My bank, my firewall and just about everything emails me reports regularly. Why, xero, can you not just take feedback and implement a simple useful feature which is easily available every where!
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Sarah Simon commented
Again, not giving us the features we need but adding the features you think justify increasing the price every year.
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Peejay Moody commented
+1 Jamie. The simple deficiencies in Xero we have to cover with expensive apps
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Kyle Stutter commented
I think you’ve nailed it, Jamie.
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Jamie Smith commented
It's not on your radar because, I suspect, your business model is no longer looking after us who are your subscribers rather, you want a third-party app to create this so you can get the revenue from them. Development has come to an absolute standstill with Xero in the last few years.
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Daniel Dainty commented
In the meantime, my business will suffer because I couldn't set up automatic emailing to statements to clients, which would help me get paid more quickly, and would make sure my subscription to you is more likely to continue.
Computers do the automatic tasks - not humans! Accounting packages have sent statements automatically for years now. Fix your software!
- Edited by Community manager to remove inappropriate language
(Edited by admin) -
Matthew Cockerill commented
To quote John Maynard Keynes "In the long run, we're all dead".
It really is incomprehensible that this is not supported by Xero after so many years. Not to be a conspiracy theorist, but it makes me wonder if there's an underlying business reason why Xero is keen to keep users having to log in to manually send reports?
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Rachel Wilson commented
It's 2025.......
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Peejay Moody commented
It's a grind for years (decades?) to get any traction on these product improvements, even though many are under the umbrella of basic functionality.
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Philip Colfox commented
Begs the question, if Xero do not understand customer needs for such basic functionality will they survive and should we customers go elsewhere? I have 13 companies with Xero
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Salonee Verma commented
This is such a basic feature. If it is possible to export reports, surely xero can add this very basic functionality.