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.

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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Matthew Cockerill commented
To quote John Maynard Keynes "In the long run, we're all dead".
It really is incomprehensible that this is not supported by Xero after so many years. Not to be a conspiracy theorist, but it makes me wonder if there's an underlying business reason why Xero is keen to keep users having to log in to manually send reports?
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Rachel Wilson commented
It's 2025.......
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Peejay Moody commented
It's a grind for years (decades?) to get any traction on these product improvements, even though many are under the umbrella of basic functionality.
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Philip Colfox commented
Begs the question, if Xero do not understand customer needs for such basic functionality will they survive and should we customers go elsewhere? I have 13 companies with Xero
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Salonee Verma commented
This is such a basic feature. If it is possible to export reports, surely xero can add this very basic functionality.
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Adrian Tan commented
This is a hygiene feature for the current age we're in, and a stark gap vs competition. At present there is revenue leakage from Xero as it sounds like many customers are turning to third party applications and connectors to extract data.
It is high risk for financial data to have to be manually pulled and structured for stakeholders on an ongoing basis - very prone to human error, which negatively impacts team productivity when having to sift through the data to find the discrepancies.
Bumping this for attention - please consider building this feature - it's been on the wishlist for many users for nearly 2 years now.
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Fiona Evans commented
Please make this a priority, This is not an obscure thing to request.
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Philip Colfox commented
Sorry to post again - So important is this that we are about to use a workaround for Xero failure to develop this feature. We use the Joiin app for consolidating Xero companies and that has an automatic scheduling and emailing of reports feature. We are about to start writing reports in Joiin for single Xero companies and schedule them to be sent by email from Joiin.
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Sam Allan commented
This is a really useful report for anyone in a management position, how you can think this is not useful is beyond me.
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Emma Elliott commented
Definitely seems like a feature that should be automatic in this current climate
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Leanne de Waal commented
Please update Xero as your last post was dated 18 Dec 2023.
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Leanne de Waal commented
This is urgently required. Considering the number of requests you have had from your customers. Being able to created an automated daily report of all bank transactions would mean that I no longer have to give access to Employees to download from a bank account just for this purpose or have to create a daily report every single day that could be automated.
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Manny Lee commented
Considering other products in the price range as yourself can do it, this should be added asap.
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Max Hornshaw commented
Automated reporting would significantly reduce our manual effort and ensures timely financial insights. Please can this be re-considered.
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Joe Branca commented
This seems like table stakes for any saas product.
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Philip Colfox commented
We spend a lot of money with you. The idea basically is to "push" data to the recipients so that there is no excuse for failing to log in, run the report and scroll down, or if you are lucky just get it off the dashboard. Once we get push reporting it's a life changer meaning one less reason to stop and open up a machine. What we need just comes in regularly. We want sales reports daily pushed to us. We want flash financials pushed weekly and monthly. We want final management accounts pushed monthly quarterly and annually. With lots of companies this pushing of data on deadlines also keeps the data managers and accountants on their toes. I am amazed and astounded that Xero needs this spelt out. There is so much good about Xero. Another neglected feature would be to have more detailed permissions. We have to use multi companies because permissions cannot be locked on a departmental basis. Finally, allowing payroll timesheets to access all tracking categories would help immensely too.
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David Batkin commented
Seriously, Xero, this is not an obscure request. Almost every product, including many of your competitors, does this. You've sat on your hands for 10 years, so I guess you have no intention of doing this anytime soon, as the email of December 2023 suggests. Perhaps, rather than voting here, we need to vote with our feet and take our business elsewhere ?
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Philip Colfox commented
We have multiple Xero companies (which works if we use Mayday app to do the intercompany transfers). Pushing KPI's and reports to owners, top team and managers is really important to keep them on their toes. They don't have time to keep clicking the buttons to get the reports and we don't want to do it either. The feature we would like is to send information which is visible without futher clicking - so the dashboard in html and each page of the management report in html - would be what we want. The management report would be great because we can edit that and turn it into a pack.
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Fiona Cousens commented
This should be a standard feature. Very surprised it's not available.
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Nectaria Eliades commented
Please prioritise this feature - Has been available on other platforms for over a decade....