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.
-
Steven Wiseman
commented
Needed!
-
Mark Noakes
commented
In a world of autoamted effeciency, this is a no brainer.
-
Grant Brunton
commented
Amazing that this is not an existing feature.
Even a share button or an option in the export menu to send an email would be an expected feature. -
Dave Heywood
commented
Had assumed Xero would have this feature. Please implement asap
-
Francis Miers
commented
I'd like to see this feature.
-
Axis IT Consulting
commented
Yes please, this would be a fantastic feature!
-
Jayathu Deshapriya
commented
Surprised to see how many rudimental features Xero is missing.
-
Emma Rosenblatt (Accounts)
commented
Please add this feature!
-
Amber Pryor
commented
I don't understand why you can't get this already - seems like a no brainer
-
Stuart Clough
commented
Surely this is a mistake. This must be available already. QBO legacy user here - assessing Xero for a new entity. Do I have to go back to manual reporting??
-
Leo Palmer
commented
Basic functionality that should already be available
-
Craig Williamson
commented
This is such a basic feature on other platforms, please make available
-
Firfield Developments
commented
Please add this feature ASAP. If Xero increases their fees then they should also invest in new features/tech please.
-
nicky warner
commented
This would be incredibly useful for us. Please provide an update on this XERO
-
Escarlet Perez
commented
We need a way of scheduling reports in xero to be regularly emailed out.
-
Daniela Zavallone
commented
I was looking online and I found that this is not an option. I believe this is a basic option in accounting software.
-
Tom West
commented
I was shocked to see that this isn't already a feature. The technology needed to automatically compose and email PDF documents has been available since the end of the last century.
-
Mandy Child
commented
IS it possible to be able to have a report sent automatically to staff members on a recurring basis. This would be of great assistance when checking time spent on jobs etc by staff. Thank you
-
Tony Humphries
commented
To support growth and help businesses, automation is required. Please Xero help businesses grow and be smart with features that support this. Thanks.
-
Salonee Verma
commented
This was requested in 2014. Can't understand why this has not been implemented yet.