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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.

663 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminHannah G (Admin, Xero) responded  · 

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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  • Salonee Verma commented  ·   ·  Report

    Of course, this is still of interest! It is a basic feature and frankly it is remarkable that Xero does not offer it.

  • Brendan Lewis commented  ·   ·  Report

    For our US operation we use Zoho Books for Invoice generation and sync back in Xero (the standard accounting system for our group).

    For my weekly US sales meeting, we use Automatic generation of reports from Zoho Books to enable sales meeting attendees with weekly results for review.

    For my weekly marketing meeting, I have to manually login and generate a marketing spend report from Xero to be circulated. Same for the monthly group finance review (but for 3 companies).

    The lack of automated reports in Xero costs me atleast a day a year. I wonder what its costing the entire Xero customer base?

    Attached is the screen shot of the interface from Zoho Books.

    Frustrated!

  • Rachel Forsey commented  ·   ·  Report

    Automated reporting is very much needed, I was so surprised when I found out Xero didn't have it!

  • Ash Rathod commented  ·   ·  Report

    Yes, we need this important feature on Xero as we are generating few Xero reports and emailing them manually to the relevant staff.

  • Growth Focus commented  ·   ·  Report

    This is a big Deal ❗️❗️❗️- Very Much needed - Automation - Delgation - Time saving - Regular set time set

    VERY MUCH NEEDED - Please

  • Lucy Butler commented  ·   ·  Report

    I can't believe Xero doesn't understand the need for this, surely it's a fairly simple development!!

  • Steven Arthur commented  ·   ·  Report

    This would be great, and very easy to setup. PLus it avoids having to navigate around permission structures for certain data.

  • Brian Carpizo commented  ·   ·  Report

    We have this request as well, very surprised it is not in the platform already.

  • Tiana Hines commented  ·   ·  Report

    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.

  • Sally Johns commented  ·   ·  Report

    This would be really useful. I'd like to schedule some regular reports to hit inboxes automatically weekly.

  • Ian Curry commented  ·   ·  Report

    We are expanding our sales team and really need this feature to simplify and automate reporting, for payment of commission.

  • Rongen Robles commented  ·   ·  Report

    We need this reporting feature badly. Please update us asap. Thanks.

  • Guy O commented  ·   ·  Report

    Emailing reports on designated schedules (weekly/monthly etc is benefiical to providing relevant employees required data without the need of having User permissions.

  • Francisco Rota commented  ·   ·  Report

    Why not build a basic weekly P&L report option and see how many people end up using it?

  • Shayla Williams commented  ·   ·  Report

    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!

  • Stuart Clough commented  ·   ·  Report

    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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