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577 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!
An error occurred while saving the comment Irene Arroyo supported this idea · -
68 votes
An error occurred while saving the comment Irene Arroyo commentedEnhancing short term cash forecast within Xero Analytics. This is the germ of a great feature but would be greatly enhanced by the following (in order of importance) : 1) ability to print out in report form, 2) ability to save changes to predictions i.e. you when you change to expected payment date for an overdue invoice or bill it does not seem to save it, so you lose the changes you have made, 3) if it could have the option interact with budget numbers to produce projected receipts/payments.
An error occurred while saving the comment Irene Arroyo commentedI 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 · -
29 votesIrene Arroyo supported this idea ·
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16 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 · -
48 votes
An error occurred while saving the comment Irene Arroyo commentedThis is essential. Especially now the new format reports are being imposed. Please add this option!
Irene Arroyo supported this idea ·
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.