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.
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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rowel bughao commented
It's already 2022 and no initiative yet on this. For a company that prides itself with innovation this is a booohooo. Make this happen please.
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sophie lapthorne commented
This really really needs to be implemented. What's the point of having all this data if you can't easily share it with the people in your company who need to know? Unfortunately, restricted user roles can't be given access to run their own reports (without being given access to the entirety of the underlying data in Xero - which is often too sensitive to share - e.g. payroll). If reports can't be auto generated/emailed, I don't see why individual users can't be given access to run specific custom reports on a "read-only" basis that contain only the data that management want them to have access to - perhaps only giving them the ability to select the date for which certain data is run.
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Naomi Harris commented
this would be a huge huge time saver in my industry. I currently spend a few hours a month sending this to clients.
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Francois du Plessis commented
This would save a lot of time from having to manually do an easily automatable task such as running and emailing a report.
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Jonas Schofer commented
I just saw this and am amazed that it's not possibe yet.
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James Sayer commented
This needs implementing asap - surprised as a new user that this was not standard.
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Chris Ward commented
This is a no brainer!
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Jason Williams commented
I cannot believe this isn’t a standard feature. Will have to try via Zapier
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Stephan Yeong commented
This will save lots of time, please implement the automatic generation of reports.
This will greatly help our project teams and departments in their performance review where they do not have full access to Xero.
Our billing team to have regular ageing report notifications so we can improve our cash flow and invoice collections.
And management can keep a close tab as well for budgeting and reviews.
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Tom Matthews commented
This would be an enormous help. We have to manually produce a daily manifest every day at 3.30pm showing total list of orders plus daily income.
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David Krull commented
The ability to schedule reports to be automatically emailed out to a list of contacts at specific intervals.
Example: We have a job that is based on Time and Materials. There is a budget and the customer wants to know how many hours have been used each week so they can keep track and prioritise if needed.
Currently this is a manual task for us to run the report each week and sent it out to the customer.
It would be great if we could apply a schedule to a report and have it sent out to a 'list' of contacts on a specific interval (ie Daily, Weekly, Monthly).
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Jose Ortiz commented
PLEASE. PLEASE. PLEASE add this as a feature. This is something that most popular accounting programs already have. We are behind the times here. The original request was submitted OVER 8 YEARS AGO!!!!!!!!!!!
C'mon guys, you can do better.
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Justin Trent commented
Should be standard feature
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Tim Clover commented
I'm not sure how this isn't a thing already.
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Wesley Teerlink commented
One of the main reasons we need this is because our sales staff don't have accounting permissions so getting the monthly sales report would help them immensely. Instead they have to bother accounting to do the button clicking.
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Aaron Brown commented
Fully agree, very useful feature.
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Phil Southwell commented
We recently moved from Quickbooks and had a series of reports regularly generated and emailed to each operations department so they could see how they were tracking. It's very disappointing that this common function can't be automated in Xero.
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Jose Ortiz commented
Automatic reporting is becoming a standard feature in some apps. This is needed badly.
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Shaun Walker commented
emailing reports and/or the ability to save them to a specific folder on a server (with ability to save output name) would be very useful
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Jessica Smith commented
Every two weeks I send out a list of outstanding credit card transactions to the respective users, so that they know which receipts they still need to pass along to me.
At the moment, I have to search by credit card number, snip the unreconciled transactions and email it to them.
It would be handy if there was a way to associate an email address with a credit card number, and have a way to automatically send out a report to those emails that lists any unreconciled transactions.