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635 votes
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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Philip Colfox
commented
We have multiple Xero companies (which works if we use Mayday app to do the intercompany transfers). Pushing KPI's and reports to owners, top team and managers is really important to keep them on their toes. They don't have time to keep clicking the buttons to get the reports and we don't want to do it either. The feature we would like is to send information which is visible without futher clicking - so the dashboard in html and each page of the management report in html - would be what we want. The management report would be great because we can edit that and turn it into a pack.
Philip Colfox
supported this idea
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We spend a lot of money with you. The idea basically is to "push" data to the recipients so that there is no excuse for failing to log in, run the report and scroll down, or if you are lucky just get it off the dashboard. Once we get push reporting it's a life changer meaning one less reason to stop and open up a machine. What we need just comes in regularly. We want sales reports daily pushed to us. We want flash financials pushed weekly and monthly. We want final management accounts pushed monthly quarterly and annually. With lots of companies this pushing of data on deadlines also keeps the data managers and accountants on their toes. I am amazed and astounded that Xero needs this spelt out. There is so much good about Xero. Another neglected feature would be to have more detailed permissions. We have to use multi companies because permissions cannot be locked on a departmental basis. Finally, allowing payroll timesheets to access all tracking categories would help immensely too.