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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.

681 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.

While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.

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  • Ben Holt commented  ·   ·  Report

    Will save time and improve workflow.

  • Michael Geros commented  ·   ·  Report

    I have logged as "Critical" and submitted my vote.

    If the submission of "critical" increase, as well as the number of votes increase, it might result in moving this item up the prirority list.

    Hoping this functionality can be developed soon.

  • KC JOHNSON commented  ·   ·  Report

    Still no official response or acknowledgement. Pretty unsettling when we pay for a subscription yet have to leave our financial data in the hands of third party developers to get what we need. Xero subscriptions prices keep going up yet the features havent?

  • Jim Denyer commented  ·   ·  Report

    I have started using a free tool called mypulse.io

    It runs off automation and sends reports and insights to your clients once a month like clock-work - definitely worth looking at.

  • Ryan Mascarenhas commented  ·   ·  Report

    This is such simple functionality - why can't certain reports be subscribed to, at a frequency, to be sent to a selected users

  • Rudi Junge commented  ·   ·  Report

    Please, this would be extremely helpful. What is the status?

  • 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!

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