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  1. Reporting - Automatic generation and emailing of reports

    478 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 Hawkyard commented  · 

    It would also be useful for exporting data via email that can be sucked into Power Bi, Data Warehouses and the like all automatically

    Same with WorkFlowMax

    i.e.

    Xero emails report as attachement daily at 7am
    Power Automate picks up the email attachement and saves to Sharepoint. Power BI Service schedule picks this data up at 8am and refreshes reports etc. which can be streamed into Microsoft Teams

    David Hawkyard supported this idea  ·