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
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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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.
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Matt Ruston
commented
This would be an incredibly useful feature