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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.

637 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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  • Barbara Mundell commented  ·   ·  Report

    We would like the ability to schedule certain reports to automatically generate and be sent to the relevant business unit heads by a set date of every month.

  • Paul Berry commented  ·   ·  Report

    Flex financial reporting … is the one I use.

    The key table is the journal lines it is a good way to go behind the scenes

  • Stuart Morley commented  ·   ·  Report

    Paul Berry. - care to share the excel solution you are using as it may help others?

  • Paul Berry commented  ·   ·  Report

    I’ve purchased an add-on which exports most data to excel. That still needs refreshing and is a work around albeit an imperfect one.

  • Peter MacClement commented  ·   ·  Report

    Currently exporting 7 reports daily from a company I haven't transferred to Xero yet. I'm not looking forward to exporting these by hand every morning.

  • Sarah Smith commented  ·   ·  Report

    This would be incredibly useful. Is this on the roadmap at all?

  • Emma Morar commented  ·   ·  Report

    This is definitely an essential feature of any accounting system

  • 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

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