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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.

565 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

    Please implement. it is very basic and easy on quickbooks!

  • Claire Vergnano commented  ·   ·  Report

    We would really LOVE this feature please. Any update on when this will be available?

  • Pierre Pretorius commented  ·   ·  Report

    We are unable to get reports to increase productivity and also why can we not at least in the meantime pull custom manual reports.

  • Rohini Mann commented  ·   ·  Report

    Hello,
    We've created a custom report and wish to add email ids to which the report may be automatically every week/ periodically as required.

    For eg, We need a report of Customer pending payments on every Monday so team can follow up with them. We create a custom report with the required details, like age, amount, customer, invoices, etc and add sales team's email ID's in the custom report to be sent every week.
    This reduces manual efforts and streamlines the Accounts Receivables.

    Looking forward to your immediate attention on this.
    Thanking in advance.

  • Ganesh Naidu commented  ·   ·  Report

    Hi team,

    Could you please enable a new function on XERO which would automatically generate reports as schedules quite similar to repeating invoices.

    Generating advanced reports and automatically emailing it to specific email addresses would be a great time saver and benefit various users.

    Please try to get this in place at your earliest possible.

  • Riley Keith commented  ·   ·  Report

    Is there any add-on app that anyone is using to automate basic financial reports? Power-BI perhaps?

  • Paul Berry commented  ·   ·  Report

    We have this in ZohoOne and I have a KPI spreadsheet I use, and it is just a decent reminder of key fields especially for non financial managers

  • Dev Edmond commented  ·   ·  Report

    disappointed to learn that Xero does not have the capability to do this. This type of automation has been long overdue for streamlining business processes and increasing efficiency

  • Jo Dickson commented  ·   ·  Report

    We definitely require this function.
    Any news on if and when this will happen, Xero admins?

  • Ethel Tiglao commented  ·   ·  Report

    Our client has requested for some reports to be automatically sent to her on the 15th and 30th - hopefully Xero will set up a feature that will enable this :)

  • Andrew Littler commented  ·   ·  Report

    I am very surprised Xero does not already have the capability to do this. This is critical to business processes and increasing efficiency by automation. Why do I have to run a report weekly taking time out of my day? Why can't Xero run the standard report and send it over to me on a weekly basis?

  • Phil Turtle commented  ·   ·  Report

    Does any one at Xero even read these requests? I didn't see that they've bothered to reply on this in living memory

  • Siddharth Jain commented  ·   ·  Report

    As a Xero user, I would love to have the option to automate the downloading of financial reports. Currently, I have to manually download the reports every month, which is time-consuming.

    It would be great if Xero could add a feature that allows me to schedule the automatic generation and download of financial reports, such as profit and loss statements, balance sheets, and cash flow statements. This would save me a significant amount of time and ensure that I have accurate and up-to-date reports at all times.

    I believe that many other Xero users would also benefit from this feature. It would be a great addition to the platform and would make our lives as business owners much easier.

    Thank you for considering this idea.

  • Glen Smith commented  ·   ·  Report

    Keen to see this feature. I'd also like to see placeholders similar to repeating invoices to automate date ranges for reports when scheduled for the future. e.g. a placeholder to set the date range to start 3 months ago, finish end of month last month, etc

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