Settings and activity
4 results found
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716 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.
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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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48 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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54 votes
Hi team, we appreciate all the feedback we've received from our customers about the Dashboard and how we could improve this for you.
As you may have seen or perhaps even have access to already - over the coming months we are releasing a new Xero Homepage that'll replace the existing Dashboard.
We've done lots of research and testing with our customers for the new homepage. You'll be able to customise to show which widgets you want, and it's built with updated technology so is much more responsive - adapting based on your device, screen size and zoom functions to show a maximum of 4 widgets side-by-side!
I'll update you again here when this is live to you all, and if you'd like to give it a go now - jump on into the demo co 😊
Rick Fox
supported this idea
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11 votes
Thanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.
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!