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  1. Reporting - Automatic generation and emailing of reports

    681 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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    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  ·