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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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  • Jason Williams commented  ·   ·  Report

    I cannot believe this isn’t a standard feature. Will have to try via Zapier

  • Stephan Yeong commented  ·   ·  Report

    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.

  • Tom Matthews commented  ·   ·  Report

    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.

  • David Krull commented  ·   ·  Report

    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).

  • Jose Ortiz commented  ·   ·  Report

    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.

  • Tim Clover commented  ·   ·  Report

    I'm not sure how this isn't a thing already.

  • Wesley Teerlink commented  ·   ·  Report

    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.

  • Phil Southwell commented  ·   ·  Report

    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.

  • Jose Ortiz commented  ·   ·  Report

    Automatic reporting is becoming a standard feature in some apps. This is needed badly.

  • Shaun Walker commented  ·   ·  Report

    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

  • Jessica Smith commented  ·   ·  Report

    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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