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.
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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Tiana Hines commented
This would be a fantastic feature, businesses I have worked for in the past have certain reports emailed to them automatically every month and it's a great way to track how your business is going.
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Sally Johns commented
This would be really useful. I'd like to schedule some regular reports to hit inboxes automatically weekly.
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Ian Curry commented
We are expanding our sales team and really need this feature to simplify and automate reporting, for payment of commission.
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Rongen Robles commented
We need this reporting feature badly. Please update us asap. Thanks.
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Guy O commented
Emailing reports on designated schedules (weekly/monthly etc is benefiical to providing relevant employees required data without the need of having User permissions.
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Francisco Rota commented
Why not build a basic weekly P&L report option and see how many people end up using it?
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Roberto Palazzo commented
surprised that a simple thing like this it isn't available.
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Shayla Williams commented
Auto sending of financial reports is NECESSARY. It's a huge waste of time to have to download/email reports manually, especially if you have a lot of clients. This is a basic feature in Quickbooks - please get with the program!
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Stuart Clough commented
Sadly such a simple request is being denied? Why because it is a user feature that prevents Xero from locking-in/controlling your data and being able to charge for 3rd party integrations.
Yet another example of the Enshittification of the internet. Even from a company like Xero that did so much to make things better.
As the pressure to continually maximise profitability hits senior management, they have to start erecting (or in this case, not removing) little barriers that make the service shittier for customers - unless you pay them more in some way.
Do better Xero! Don't become a Quickbooks.
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James Fechtner commented
This would be a fantastic feature. Hopefully, the number of comments here can persuade Xero decision-makers to include this requirement in near future releases?
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Michael Gordon commented
Come on guys - this a very basic requirement. It is 2024 not 2004!!
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Daniel Dainty commented
Absolutely shocking that you are going to ignore this. I want a weekly report with overdue invoices on so I don't keep having to log in.
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David Butler commented
This would be a very welcome feature. Am used to it in Oracle cloud from a previous workplace. Having a scheduled csv file landing in the email inbox allowed for real-time Trial Balance analysis without needing to log-in. We would actually schedule this for every hour through busy month end times.
I can imagine the use for multiple budget variance reports to schedule on a monthly basis for departmental reporting too.
This is my number one difficulty with Xero at present (otherwise am loving the move from Oracle to Xero. Many thanks
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Gabriel Dain commented
This is a basic feature, shocking that it wasn't implemented 10 years ago.
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Ed Whelpton commented
Hi Xero team - with such limited flexibility Xero has on permissions (e.g. we cannot allow access to our whole team to Xero), this is an essential feature.
Please could you give an update on when this will be available? -
Irene Arroyo commented
I would have thought it would be a no-brainer to have this function. It is time consuming to log into Xero, download and copy reports into a spreadsheet. If reports could be email in Excel, CSV or PDF format it would significantly improve productivity. It's disappointing that Xero is so behind on this.
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Fred Hughes commented
If we can schedule invoices to go out each month, seems like it wouldn't be too hard to be able to schedule a report to send. As it stands, there isn't even a typical 'Sales Report' I can run a 'Receivables' report, but I would like to just run a customer sales report, and I would like to be able to schedule it to run once a month and be sent to me.
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Simon Poole commented
It isa feature that appears in most other Accounting packages - Xero you need to have this to keep up!
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Lynne Webster commented
We are in the process of transferring one of our clients from Quickbooks to Xero and this is one of the functions that we use on a weekly basis so it would be helpful for it to be provided within Xero.
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Denise Samson Snow commented
WE are using Xero to report future dated PO's to help simpify forecasting. Ideally, we could send a report to each staff member of their open PO's on a monthly basis automatically!