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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.

565 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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  • Ben Holt commented  ·   ·  Report

    Will save time and improve workflow.

  • Michael Geros commented  ·   ·  Report

    I have logged as "Critical" and submitted my vote.

    If the submission of "critical" increase, as well as the number of votes increase, it might result in moving this item up the prirority list.

    Hoping this functionality can be developed soon.

  • KC JOHNSON commented  ·   ·  Report

    Still no official response or acknowledgement. Pretty unsettling when we pay for a subscription yet have to leave our financial data in the hands of third party developers to get what we need. Xero subscriptions prices keep going up yet the features havent?

  • Jim Denyer commented  ·   ·  Report

    I have started using a free tool called mypulse.io

    It runs off automation and sends reports and insights to your clients once a month like clock-work - definitely worth looking at.

  • Ryan Mascarenhas commented  ·   ·  Report

    This is such simple functionality - why can't certain reports be subscribed to, at a frequency, to be sent to a selected users

  • Rudi Junge commented  ·   ·  Report

    Please, this would be extremely helpful. What is the status?

  • Barbara Mundell commented  ·   ·  Report

    We would like the ability to schedule certain reports to automatically generate and be sent to the relevant business unit heads by a set date of every month.

  • Paul Berry commented  ·   ·  Report

    Flex financial reporting … is the one I use.

    The key table is the journal lines it is a good way to go behind the scenes

  • Stuart Morley commented  ·   ·  Report

    Paul Berry. - care to share the excel solution you are using as it may help others?

  • Paul Berry commented  ·   ·  Report

    I’ve purchased an add-on which exports most data to excel. That still needs refreshing and is a work around albeit an imperfect one.

  • Peter MacClement commented  ·   ·  Report

    Currently exporting 7 reports daily from a company I haven't transferred to Xero yet. I'm not looking forward to exporting these by hand every morning.

  • Sarah Smith commented  ·   ·  Report

    This would be incredibly useful. Is this on the roadmap at all?

  • Emma Morar commented  ·   ·  Report

    This is definitely an essential feature of any accounting system

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