Reports - Ability to create custom Budget report and send via email
The ability to create multiple custom budget reports which show budgets and transactions which can easily be emailed out to colleagues at the same time. This is useful if a Xero user has multiple budget holders to report to. This should be able to be emailed as both PDF and Excel.
Thanks
Kishon Mather
shared this idea
Hi Kishon Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Richard Blechinger
commented
Until Xero adds this, the manual route is to run Budget Variance once per budget holder (pick their budget at the top, or filter by their tracking option), export it to PDF or Excel and email each one after month end.
I'm the developer of Reportpost (reportpost.app), an independent paid app with a free trial that emails Xero reports on a schedule, so it can cover the sending part. You set up one schedule per budget holder, and each one sends that person their reports as PDF and Excel on the day you choose. The reports can be a Budget vs Actual, the Budget Summary, or a Profit and Loss filtered to their tracking option.
One limit to be upfront about: its Budget vs Actual only compares against the organisation's overall budget, not budgets set up per tracking option. The filtered Profit and Loss shows that holder's actuals but no budget column. If each of your budget holders has their own budget, the comparison itself still needs Xero's Budget Variance report.