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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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
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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.
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Adrian Tan commented
This is a hygiene feature for the current age we're in, and a stark gap vs competition. At present there is revenue leakage from Xero as it sounds like many customers are turning to third party applications and connectors to extract data.
It is high risk for financial data to have to be manually pulled and structured for stakeholders on an ongoing basis - very prone to human error, which negatively impacts team productivity when having to sift through the data to find the discrepancies.
Bumping this for attention - please consider building this feature - it's been on the wishlist for many users for nearly 2 years now.
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Fiona Evans commented
Please make this a priority, This is not an obscure thing to request.
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Philip Colfox commented
Sorry to post again - So important is this that we are about to use a workaround for Xero failure to develop this feature. We use the Joiin app for consolidating Xero companies and that has an automatic scheduling and emailing of reports feature. We are about to start writing reports in Joiin for single Xero companies and schedule them to be sent by email from Joiin.
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Sam Allan commented
This is a really useful report for anyone in a management position, how you can think this is not useful is beyond me.
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Emma Elliott commented
Definitely seems like a feature that should be automatic in this current climate
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Leanne de Waal commented
Please update Xero as your last post was dated 18 Dec 2023.
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Leanne de Waal commented
This is urgently required. Considering the number of requests you have had from your customers. Being able to created an automated daily report of all bank transactions would mean that I no longer have to give access to Employees to download from a bank account just for this purpose or have to create a daily report every single day that could be automated.