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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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    Rohini Mann commented  · 

    Hello,
    We've created a custom report and wish to add email ids to which the report may be automatically every week/ periodically as required.

    For eg, We need a report of Customer pending payments on every Monday so team can follow up with them. We create a custom report with the required details, like age, amount, customer, invoices, etc and add sales team's email ID's in the custom report to be sent every week.
    This reduces manual efforts and streamlines the Accounts Receivables.

    Looking forward to your immediate attention on this.
    Thanking in advance.

    Rohini Mann supported this idea  ·