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.
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
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Annemarie Miller
commented
This is a great idea; I have been asked by our directors to automate reports and email so would fully support this feature!
Regards
Annemarie Miller -
Alexis MacDonald
commented
how has this not been implemented yet?
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Claire Vergnano
commented
please provide an update on this.
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Paul Rawlingson
commented
Any update on this one?
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Ethan Liew
commented
We need this ASAP
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Briony Meadows
commented
would make life so much easier
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Ben Holt
commented
Will save time and improve workflow.
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Michael Geros
commented
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.
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KC JOHNSON
commented
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?
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Jim Denyer
commented
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.
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Victoria Harden
commented
how is this not a standard feature?
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Ollie Sanger
commented
Crucial, when will this feature be available?
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Ryan Mascarenhas
commented
This is such simple functionality - why can't certain reports be subscribed to, at a frequency, to be sent to a selected users
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Rudi Junge
commented
Please, this would be extremely helpful. What is the status?
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Barbara Mundell
commented
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.
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Paul Berry
commented
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
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Stuart Morley
commented
Paul Berry. - care to share the excel solution you are using as it may help others?
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Paul Berry
commented
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.
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Peter MacClement
commented
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.
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Sarah Smith
commented
This would be incredibly useful. Is this on the roadmap at all?