Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Reporting - Automatic generation and emailing of reports

    769 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    284 comments  ·  Reports & tax » Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    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  ·