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  1. Reporting - Automatic generation and emailing of reports

    550 votes

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    176 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    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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    Andrew Morton commented  · 

    This is something that is needed. Various regulatory requirements would be easily helped if this was in play.

    What we need is

    1) The ability to generate a report on a schedule.
    2) Specify a format and the parameters.
    3) Specify an email address / Xero user that it goes to. Note - if this could be a different user or a user external to Xero, that would be cool. quite frankly I would pay for a "reports" user.

    Basically, allow a "Set this report to be emailed" option.