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  1. Reporting - Automatic generation and emailing of reports

    682 votes

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    240 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.

    While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.

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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  ·