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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.

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

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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  • 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!

  • Claire Vergnano commented  ·   ·  Report

    We would really LOVE this feature please. Any update on when this will be available?

  • Pierre Pretorius commented  ·   ·  Report

    We are unable to get reports to increase productivity and also why can we not at least in the meantime pull custom manual reports.

  • Rohini Mann commented  ·   ·  Report

    Hello,
    We've created a custom report and wish to add email ids to which the report may be automatically every week/ periodically as required.

    For eg, We need a report of Customer pending payments on every Monday so team can follow up with them. We create a custom report with the required details, like age, amount, customer, invoices, etc and add sales team's email ID's in the custom report to be sent every week.
    This reduces manual efforts and streamlines the Accounts Receivables.

    Looking forward to your immediate attention on this.
    Thanking in advance.

  • 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

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