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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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  • 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

  • Tiffany Batey commented  ·   ·  Report

    Being able to email my reports straight out of XERO. Would be very helpful

  • Jo Russell commented  ·   ·  Report

    Being able to Schedule custom reports to email out to various team members would save a lot of time, both in the actual sending and in the setting up of reminders in other systems such as Outlook.
    It also creates continuity for staff receiving the reports should the usual sender be away for whatever reason.

  • Brigitte Barrett commented  ·   ·  Report

    Automatic scheduling and sending reports to management teams is critical in running a business - really surprised this hasn't been developed yet..

  • Grant Leishman commented  ·   ·  Report

    Again this just shows how much Xero cares about its users. 9 years ago this was requested

  • Julie Messenger commented  ·   ·  Report

    I have quite a few reports that I need to run off each week and email to a recipient. If this could be automated that would be great. At this stage, I need to go into the report, run it, export to PDF and then email it. A bit of a pain and I might forget.

  • Michele Grisdale commented  ·   ·  Report

    Each month we publish the bank reconciliation report and it appears under the Published tab. We add the last 4 digits of the account number to show which account was published. It would be great if this could populate automatically to save opening every report.

  • Ryan Burns commented  ·   ·  Report

    Would be awesome to see this as either a feature within Xero, or report generation as an action in the Zapier integration.

    Thanks!

  • rowel bughao commented  ·   ·  Report

    If this is a 2014 feature request and Xero is still not able to do in the year 2023 then I am starting to question the skill sets of their development team, shout out to their development manager, wazzup with this feature? Very easy to develop but no one knows how to from your team?

  • Justine Perry commented  ·   ·  Report

    I need this as well - do you know if there is any update?

  • Anwar Husain commented  ·   ·  Report

    Automatic generation and emailing reports on a regular schedule is an important feature and Xero must work on this. I used few other accounting software and its a normal feature which I don't know why taking this much time here. I can see 2014 comments on the wall but after 10 yrs it's not yet implemented.

  • William Chubb commented  ·   ·  Report

    This would be v useful for some time reporting requirements. I can create a custom report for the previous week for time spent on a project, but have to export and send via email separately.

    It would be really nice to have this happen automatically or just on demand (I.e. send this report to customer contact).

    When there are several projects on the go, this can be time consuming and prone to “problem between keyboard and chair” type mistakes with multiple downloads and duplicated/numbered download names.

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