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  1. Reporting - Automatic generation and emailing of reports

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    284 comments  ·  Reports & tax » Reporting  ·  Admin →
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    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.

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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  ·