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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.

722 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  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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  • Ganesh Naidu commented  ·   ·  Report

    Hi team,

    Could you please enable a new function on XERO which would automatically generate reports as schedules quite similar to repeating invoices.

    Generating advanced reports and automatically emailing it to specific email addresses would be a great time saver and benefit various users.

    Please try to get this in place at your earliest possible.

  • Riley Keith commented  ·   ·  Report

    Is there any add-on app that anyone is using to automate basic financial reports? Power-BI perhaps?

  • Paul Berry commented  ·   ·  Report

    We have this in ZohoOne and I have a KPI spreadsheet I use, and it is just a decent reminder of key fields especially for non financial managers

  • Dev Edmond commented  ·   ·  Report

    disappointed to learn that Xero does not have the capability to do this. This type of automation has been long overdue for streamlining business processes and increasing efficiency

  • 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.

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