Enter your idea

I would like to be able to send out weekly reports to multiple stakeholders. This feature is available in several other applications e.g. Zoho.

Scheduling of reports is a pretty standard functionality; surprised Xero doesn't have this. Makes automating some reporting process with AI tools challenging.

I would benefit from this from the several businesses I am working with.

Was just looking to see if I could do this... glad it's at least a conversation. I like some of the things Xero has added lately. This is one of those features that would be noticeable.

A basic requirement - surprised that Xero are so far behind other systems.

@Philip Colfox and fellow .pdf users. It doesn't seem to have a separate pricing structure. From what I can see you need to have the Xero "growing" subcription or higher to be able to access the export functionality.

I had a quick look into the Syft platform and it didn't seem to have reporting across all business aspects (I particularly want invoice lists) and there was no report/heading for that. But it was only a 2 minute scan so heres hoping.

Invoicing starts monday I'll report back if someone else hasn't already done a deeper dive.

To Mariel Diaz - how do we take advantage of this functionality - do we have to subscribe to Syft or is the functionality already in Xero now ?

The good news update for 2025: Xero acquired Syft, and you can send out automated, customized, scheduled reports from there that use all of your data in Xero! Boom!

@Kelly Munro,

Thank you for your response. Duly noted. The only questions to ask are…

Why have a forum if you don’t take note and action requests?

Do you feel you want to help your customers be more productive whilst saving them money?

If these are yes, then get it sorted!

this would be a great feature, to send automatic reports each month.

This would be great. Our team would greatly benefit

Scheduling of reports is standard within most accounting systems, I fail to see how this is not implemented as a standard option nevermind it not being on your development roadmap. I have used systems going back 25 years that have ALL had report scheduling as an option.

Hello everyone, if you would like this service, please email me at jarod@easetech.io We are a automation & AI solutions company and have recently just solved this issue with our own custom reporting solutions.

Happy to talk it over with anyone in need of automated reporting.

This is a basic request that would save many man hours of work.
I do not understand why this idea has not been acted on.

Dear Kelly, I am glad you have upgraded this from "no plans" to "valuable in the long run [ though ] not... with a specific timeframe". I would be willing to pay extra for better reporting including this automatic emailing of reports on set dates. Best wishes Philip Colfox

I use both Xero and QBO. With QBO, any reports available can be scheduled and emailed, with multipole options available. Just saying...

This one is important, especially for smaller businesses. Automatically sending out cashflow and other KPIs to stakeholders would be really useful.

This is a basic feature and it is ridiculous to think Xero would implement it in the "long term". I am writing in as you said "We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming."

I would find it useful. As would most people working on a team or for a company.

Not only is this feature critical, it is a mockery to have a feedback system that is blatantly ignored.

If you are following this thread or agree with it- do post your views (again) and see if we can get the traction we need to get this basic feature enacted

Surprising and disappointing—this should be a basic feature by now