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  1. Reporting - Automatic generation and emailing of reports

    681 votes

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    240 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  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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    David Krull commented  · 

    The ability to schedule reports to be automatically emailed out to a list of contacts at specific intervals.

    Example: We have a job that is based on Time and Materials. There is a budget and the customer wants to know how many hours have been used each week so they can keep track and prioritise if needed.

    Currently this is a manual task for us to run the report each week and sent it out to the customer.

    It would be great if we could apply a schedule to a report and have it sent out to a 'list' of contacts on a specific interval (ie Daily, Weekly, Monthly).

    David Krull supported this idea  ·