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.
AdminXero Team
(Admin, Xero)
shared this idea
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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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.
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Matt Ruston
commented
This would be an incredibly useful feature