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  1. Reporting - Automatic generation and emailing of reports

    764 votes

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    282 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your feedback and hearing the value that automating and sending reports would have for you.

    We're happy to announce that our reporting product team is currently exploring ways to email & auto-schedule reports directly from Xero!

    We'd like to invite customers who share reports regularly to be part of this early study, and wanted to share this opportunity with you all whop've supported this idea:

    • This will involve a 45-minute video interview where we'll show early concepts and ask for your feedback

    👉 If you’re interested, please sign up & book a time that suits you here

    Please note: We’ll be running sessions from Australia/New Zealand, so times are limited.

    Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.

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    David Batkin commented  · 

    Seriously, Xero, this is not an obscure request. Almost every product, including many of your competitors, does this. You've sat on your hands for 10 years, so I guess you have no intention of doing this anytime soon, as the email of December 2023 suggests. Perhaps, rather than voting here, we need to vote with our feet and take our business elsewhere ?

  2. User Role - Allow users access to specific reports

    323 votes

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    152 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉 If you're interested, please go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

    (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

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    David Batkin commented  · 

    Come on, Xero. This is a basic request. We want a user role that can access certain reports without having to give access to the bank accounts. It's not an unreasonable request.

    David Batkin supported this idea  ·