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  1. Reporting - Automatic generation and emailing of reports

    565 votes

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    181 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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    sophie lapthorne commented  · 

    This really really needs to be implemented. What's the point of having all this data if you can't easily share it with the people in your company who need to know? Unfortunately, restricted user roles can't be given access to run their own reports (without being given access to the entirety of the underlying data in Xero - which is often too sensitive to share - e.g. payroll). If reports can't be auto generated/emailed, I don't see why individual users can't be given access to run specific custom reports on a "read-only" basis that contain only the data that management want them to have access to - perhaps only giving them the ability to select the date for which certain data is run.

    sophie lapthorne supported this idea  ·