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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.

663 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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  • Louise Perri commented  ·   ·  Report

    This would be a great function to allow regular reporting and ensuring the reports are run on time and go to the correct people each month.
    Saves another thing being on your to do list each month.

  • Lena Waller commented  ·   ·  Report

    I agree automatic generation and emailing of reports would be of great benefit and save time and act as a trigger

  • Jan Gnapp commented  ·   ·  Report

    Would be useful to have an option to schedule reports to be automatically generated and sent on recurring dates. Have taken this for granted on other systems, seems like a glaring omission.

  • Thomas Maskell commented  ·   ·  Report

    Every month I have to generate a bunch of reports and email them to people. This would be a great alternative

  • Stephen Hart commented  ·   ·  Report

    Currently I have to manually exports from Xero everyday, I thought all products like yours have an automated export tool via email or scheduled task?

  • Fiona Owen commented  ·   ·  Report

    Please add this features. This would be very helpful

  • Alexandra Paras commented  ·   ·  Report

    When viewing a report is it possible to have option to email, for example, a payroll summary report straight to client from software in PDF format.

  • Carpenter Box commented  ·   ·  Report

    Create scheduled reports to be sent to my inbox at the same time each month.

  • Al Belcher commented  ·   ·  Report

    yes. This would save a lot of time keeping stakeholders up to speed

  • Phil Turtle commented  ·   ·  Report

    The amount of a manual
    Work and hassle this would save in updating directors and investors would
    Be massive

  • Joynivee Chua commented  ·   ·  Report

    This will definitely be a time saver. Please have this functionality

  • Lisa Dickson commented  ·   ·  Report

    It would be great to be able to set up a standard report that could repeat on a monthly or weekly basis.

    I would like to be able to run a report that gives the client a weekly update of certain KPI's and sends that report to their inbox.

    One particular use case might be to let cash accounting clients know how much cash they have received this quarter to date - and how much cash they should put aside in a separate VAT account.

  • Stephen Hart commented  ·   ·  Report

    Please can you add this feature, currently I have to download the same report every day manually. Thanks

  • Phil Southwell commented  ·   ·  Report

    Can we please get this feature moving? Other SAAS accounting packages offer this and it is desperately needed!

  • rowel bughao commented  ·   ·  Report

    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.

  • sophie lapthorne commented  ·   ·  Report

    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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