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  1. Reporting - Automatic generation and emailing of reports

    471 votes

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    161 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

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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  ·