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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.

640 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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  • Simon Poole commented  ·   ·  Report

    It isa feature that appears in most other Accounting packages - Xero you need to have this to keep up!

  • Lynne Webster commented  ·   ·  Report

    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.

  • Denise Samson Snow commented  ·   ·  Report

    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!

  • Jonathan Lee commented  ·   ·  Report

    It will provide great value to Xero Business Partners on servicing their clients.

  • Lucy Pearce commented  ·   ·  Report

    This allows flexibility of access. For certain employees xero doesn't provide suitable types of access -

  • Mark Noakes commented  ·   ·  Report

    In a world of autoamted effeciency, this is a no brainer.

  • Grant Brunton commented  ·   ·  Report

    Amazing that this is not an existing feature.
    Even a share button or an option in the export menu to send an email would be an expected feature.

  • Dave Heywood commented  ·   ·  Report

    Had assumed Xero would have this feature. Please implement asap

  • Amber Pryor commented  ·   ·  Report

    I don't understand why you can't get this already - seems like a no brainer

  • Stuart Clough commented  ·   ·  Report

    Surely this is a mistake. This must be available already. QBO legacy user here - assessing Xero for a new entity. Do I have to go back to manual reporting??

  • Leo Palmer commented  ·   ·  Report

    Basic functionality that should already be available

  • Craig Williamson commented  ·   ·  Report

    This is such a basic feature on other platforms, please make available

  • Firfield Developments commented  ·   ·  Report

    Please add this feature ASAP. If Xero increases their fees then they should also invest in new features/tech please.

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