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

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.

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!

I have been frustratingly trawling through 3rd party apps that link to xero that can generate bad automate reports , when I came across this which states this is available in NZ and AUS but not Uk ?

https://central.xero.com/s/article/Use-and-customise-report-schedules-within-report-packs

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!!

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.

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

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

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

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.

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

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.

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

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?

Please add this features. This would be very helpful

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.

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

Cannot believe this isn't a thing already.

Please implement.

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