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  1. Reporting - Automatic generation and emailing of reports

    764 votes

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    282 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your feedback and hearing the value that automating and sending reports would have for you.

    We're happy to announce that our reporting product team is currently exploring ways to email & auto-schedule reports directly from Xero!

    We'd like to invite customers who share reports regularly to be part of this early study, and wanted to share this opportunity with you all whop've supported this idea:

    • This will involve a 45-minute video interview where we'll show early concepts and ask for your feedback

    👉 If you’re interested, please sign up & book a time that suits you here

    Please note: We’ll be running sessions from Australia/New Zealand, so times are limited.

    Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.

    Pauline Kell supported this idea  · 

  2. User Role - Allow users access to specific reports

    323 votes

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    152 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉 If you're interested, please go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

    (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

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    Pauline Kell commented  · 

    So important to be able to decide what each user can access. The current situation is so restrictive.

    I have three Xero accounts for three companies and this is a problem for all of them for different reasons. I'm now looking at whether I should switch to MYOB if they offer greater flexibility on this.

    Pauline Kell supported this idea  ·