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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.

577 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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  • Mike Cook commented  ·   ·  Report

    This would be an essential feature- I was really surprised that it wasn't there already.

  • Neil Draper commented  ·   ·  Report

    oh ok thanks kyle, lets hope that it is something on the road map as it is very time consuming , and also ensuring that data is refreshed correctly when using 3rd party apps. sometimes it can be really frustrating (as good as xero is) when there are simple tasks that can make our lives so much easier and most other systems have these functions.

  • Kyle Stutter commented  ·   ·  Report

    I’ve seen that too Neil. Sadly schedule in that article basically means a table or list (eg. Schedule of fixed assets and depreciation, schedule of shareholders, etc) rather than a timeline of when reports will be generated.

    It’s about time Xero added this feature!

  • Amy Puchrik-Viens commented  ·   ·  Report

    Frustrating to not have this feature available. I do not look forward to telling the CRO he cannot automatically receive his Xero data reports. Lets get this on the roadmap soon Xero!!

  • Judith Richardson commented  ·   ·  Report

    I'm really surprised when I found out this was not an option on Xero. It seems really antiquated to have to manually run and email reports that are needed on a regular basis when most CRM systems do this automatically.

  • Kyle Gracey commented  ·   ·  Report

    It's honestly kind of embarrassing that Xero doesn't have this feature. Quickbooks has had it for YEARS.

  • David Hawkyard commented  ·   ·  Report

    It would also be useful for exporting data via email that can be sucked into Power Bi, Data Warehouses and the like all automatically

    Same with WorkFlowMax

    i.e.

    Xero emails report as attachement daily at 7am
    Power Automate picks up the email attachement and saves to Sharepoint. Power BI Service schedule picks this data up at 8am and refreshes reports etc. which can be streamed into Microsoft Teams

  • Ramesh Kumar commented  ·   ·  Report

    This should a basic feature in the software i.e., to email reports to clients etc. and request that this feature be implemented immediately.

  • Louise Perri commented  ·   ·  Report

    This would be a great function to allow regular reporting and ensuring the reports are run on time and go to the correct people each month.
    Saves another thing being on your to do list each month.

  • Lena Waller commented  ·   ·  Report

    I agree automatic generation and emailing of reports would be of great benefit and save time and act as a trigger

  • Jan Gnapp commented  ·   ·  Report

    Would be useful to have an option to schedule reports to be automatically generated and sent on recurring dates. Have taken this for granted on other systems, seems like a glaring omission.

  • Thomas Maskell commented  ·   ·  Report

    Every month I have to generate a bunch of reports and email them to people. This would be a great alternative

  • Stephen Hart commented  ·   ·  Report

    Currently I have to manually exports from Xero everyday, I thought all products like yours have an automated export tool via email or scheduled task?

  • Fiona Owen commented  ·   ·  Report

    Please add this features. This would be very helpful

  • Alexandra Paras commented  ·   ·  Report

    When viewing a report is it possible to have option to email, for example, a payroll summary report straight to client from software in PDF format.

  • Carpenter Box commented  ·   ·  Report

    Create scheduled reports to be sent to my inbox at the same time each month.

  • Al Belcher commented  ·   ·  Report

    yes. This would save a lot of time keeping stakeholders up to speed

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