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471 votes
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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Irene Arroyo
supported this idea
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4 votesIrene Arroyo
shared this idea
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13 votesIrene Arroyo
supported this idea
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13 votes
Hello everyone, thanks for voting and commenting on this idea. Available right now is the short-term cash flow dashboard, which is a tool that visualises your future bank balance based on upcoming bills and invoices. The Analytics Plus version of this dashboard allows you to look 90 days into the future, and can make predictions for recurring cash transactions based on your spend and receive money history.
At this stage there are no plans to extend out the timeframe of this tool, or to account for balance sheet items but we’ll keep monitoring this idea, so please continue to add your feedback here on how this feature can improve your workflow.
If there’s any news to share, we’ll come back here and let you all now.
Irene Arroyo
supported this idea
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35 votes
An error occurred while saving the comment Irene Arroyo
commented
I agree that this is vital for presentational purposes and to provide the basis for extending the cash forecast further than 90 days. It's really disappointing that Xero haven't provided this and makes what could be a great function useless.
It seems to be a trend amongst software developers to assume that people want to see dashboard charts rather than a regular spreadsheet report. I don't think this reflects most users real life requirements. It is easy enough to turn a report into a chart if you want to but pretty impossible to turn a chart into a report.
Irene Arroyo
supported this idea
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40 votes
An error occurred while saving the comment Irene Arroyo
commented
This is essential. Especially now the new format reports are being imposed. Please add this option!
Irene Arroyo
supported this idea
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I would have thought it would be a no-brainer to have this function. It is time consuming to log into Xero, download and copy reports into a spreadsheet. If reports could be email in Excel, CSV or PDF format it would significantly improve productivity. It's disappointing that Xero is so behind on this.