Settings and activity
5 results found
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2 votes
Rick Fox
shared this idea
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674 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
An error occurred while saving the comment Rick Fox
supported this idea
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An error occurred while saving the comment Rick Fox
commented
It would be VERY helpful to be able to schedule a report to run and "publish" automatically on a set date/time or interval (e.g. daily at 5PM, or every Tuesday at 8AM). In trying to migrate customers from QBO this has been a major product gap in Xero.
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41 votes
An error occurred while saving the comment Rick Fox
commented
We need a way to pin published reports to the dashboard for easy access by users. Perhaps add a "Published Reports" widget on the dashboard and allow an admin/manager to pin published reports to the widget. This will save lots of clicks and confusion from clients trying to find the reports they need.
Rick Fox
supported this idea
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42 votesRick Fox
supported this idea
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3 votes
An error occurred while saving the comment Rick Fox
commented
The ability to schedule ANY report to run and "publish" is a critical need right now.
Rick Fox
supported this idea
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This is a much needed and, candidly, pretty basic feature for any accounting system. We assumed, bad on us, and are now trying to grapple with the amount of tasks and reminders required to manually generate and publish the reports across clients. PLEASE consider this to be an important and urgent "enhancement". Thanks!