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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.

714 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • 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.

  • Naomi Harris commented  ·   ·  Report

    this would be a huge huge time saver in my industry. I currently spend a few hours a month sending this to clients.

  • Francois du Plessis commented  ·   ·  Report

    This would save a lot of time from having to manually do an easily automatable task such as running and emailing a report.

  • Jonas Schofer commented  ·   ·  Report

    I just saw this and am amazed that it's not possibe yet.

  • James Sayer commented  ·   ·  Report

    This needs implementing asap - surprised as a new user that this was not standard.

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