What this article covers
This article explains what the Export Automation report shows, how to access it, and how to interpret the results.
What does the Export Automation report show?
The Export Automation report gives you a folder-by-folder breakdown of how many documents are being exported automatically versus manually. It also shows how many of your suppliers have Auto-export enabled, so you can see where automation is working well and where there's room to improve.
How do I access the Export Automation report?
To access the Export Automation report, click on the Reports button on the top of the screen and locate the report. You can choose to download the report in XLS or View the report as an interactive dashboard that supports filtering.
Who can access the Export Automation report?
The Export Automation report is available to administrators of the folders.
Can I receive the Export Automation report on a regular basis to my email?
Yes, the owner or manager of the account can set up the Export Automation report to be emailed to specific recipients on a regular basis. To schedule the report, have the owner or manager of the account follow the steps in this article.
How is the Export Automation report structured?
Each row in the Export Automation report represents one folder. The following metrics are shown for each:
Manual Export — number of documents exported manually
Auto Export — number of documents exported automatically
Exported Total — total number of documents exported
Auto Export % — percentage of exports that were automated
Active Suppliers — number of Xero contacts with at least one exported document in the period
Automated Suppliers — number of Xero contacts with Auto-export enabled and at least one exported document in the period
Supplier Automation % — percentage of active suppliers using Auto-export, calculated as: Automated Suppliers ÷ Active Suppliers × 100
Screenshot of the Export Automation report in XLS format:
Screenshot of the Export Automation report when viewed as a dashboard in Datamolino:
What periods can I run the Export Automation report for?
You can run the Export Automation report for the following periods:
Past 30 days
This month
Last month
This quarter
Last quarter
Year to Date
Last year
How do I interpret the results in the Export Automation report?
The two percentage columns tell you how automation is performing in each folder.
A low Auto Export % means most documents in that folder are still being exported manually.
A low Supplier Automation % means Auto-export is not enabled for most active suppliers in that folder.
A high Auto Export % typically means a small number of suppliers are sending a high volume of recurring documents - which is a good outcome.
The goal is to increase both percentages where possible. In some folders this may not be achievable - for example, if there are very few recurring suppliers. The report helps you distinguish between folders where automation is genuinely limited and folders where there's a real opportunity to do more.