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  1. Reporting - Automatic generation and emailing of reports

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

    Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.

    Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.

    We will be back to share outcomes from the teams exploration.

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    Edward Williams commented  · 

    This would be a no-brainer useful feature both to automate sending reports to clients but also to allow users to integrate Xero with other tools - e.g. you could email a report file to a shared mailbox and use a script to upload the data into tools like PowerBI.

    But just to temper people's expectations - this is why Xero will probably never introduce this feature. There are tools like OData Link which integrate Xero data with other tools, and if they were to enable us to automate report emails then the demand for those tools would dramatically drop.

    Sadly, this feature isn't compatible with Xero's business plan which is the reason they are not considering it.

    Edward Williams supported this idea  ·