Daily sales summary reporting

Purpose

1. Automate the generation, compilation, and delivery of daily sales summary reports for aquarium shops to provide clear, actionable insights on transaction trends, inventory movement, and financial performance.

2. Automate the data gathering from POS, e-commerce, and accounting systems, structuring information into a daily report.

3. Automatedly distribute these summaries to shop owners, managers, accountants, or other stakeholders for rapid decision-making and compliance needs.

Trigger Conditions

1. Automation initiates at a scheduled time—typically end-of-business-day.

2. Triggered by the closing of the POS register or automatedly on receiving sales data after a set time (e.g., 10 PM).

3. Optionally triggered by a manual button or mobile trigger for instant reporting.

Platform Variants

1. Shopify

• Feature/Setting: Orders API — automate daily pull of sales order data via `/admin/api/2023-01/orders.json?status=any&created_at_min={date}`.
  

2. Square POS

• Feature/Setting: Transactions API — configure automator to fetch daily `ListPayments` endpoint for all sales.
  

3. QuickBooks Online

• Feature/Setting: Reports API — automate pulling "Sales by Product/Service Summary" via `GET /v3/company/{companyId}/reports/SalesByProduct`.
  

4. Lightspeed Retail

• Feature/Setting: Sales API — set up automated call to `/API/Account/Sale.json?createTime>=YYYY-MM-DD`.
  

5. WooCommerce

• Feature/Setting: REST API — automate `GET /wp-json/wc/v3/orders?after={date}` for all order data.
  

6. Vend (by Lightspeed)

• Feature/Setting: Sales endpoint — configure automation for `GET /api/register_sales` at close of day.
  

7. Xero

• Feature/Setting: Reports endpoint — automate "Income by Contact" with `GET /api.xro/2.0/Reports/ProfitAndLoss` filters.
  

8. Zoho Books

• Feature/Setting: Sales Reports API — automate trigger on `/salesorders?date={date}` for all daily summaries.
  

9. Google Sheets

• Feature/Setting: Sheets API — automatic update to specific worksheet row/column with daily totals.
  

10. Microsoft Excel Online

• Feature/Setting: Graph API — configure automation on workbook table row creation with new entries.
  

11. Slack

• Feature/Setting: Incoming Webhooks — automatedly post daily summary message to channel.
  

12. Gmail

• Feature/Setting: Gmail API — automate sending daily PDF or CSV summary as an email to management list.
  

13. Dropbox

• Feature/Setting: API upload endpoint — automate report saving/upload to shared folder for backup.
  

14. Trello

• Feature/Setting: Card creation via API — automate posting of summary as checklist/cards on a board for tracking.
  

15. Notion

• Feature/Setting: Database API — automator adds daily summary to specific table with date index.
  

16. HubSpot

• Feature/Setting: Custom Workflow — automate email with summary to relevant contacts using Workflows API.
  

17. Zoho CRM

• Feature/Setting: Workflow Rules — automate creation of sales report task in CRM dashboard.
  

18. OneDrive

• Feature/Setting: File upload API — automate export and backup of daily sales summary to cloud.
  

19. Mailchimp

• Feature/Setting: Campaign API — automatedly send daily digest emails to subscribed recipients.
  

20. Microsoft Teams

• Feature/Setting: Incoming Webhook — automate daily post of summary report to finance or operations channel.
  

21. Power BI

• Feature/Setting: Data Refresh API — automate data sync for visualization dashboard with today’s data.
  

22. FreshBooks

• Feature/Setting: Reports API — automate extraction of daily sales totals and trends data.
  

23. Stripe

• Feature/Setting: Payments API — automate download of charge data for day’s online sales.
  

24. Zoho Analytics

• Feature/Setting: Data API — schedule automated extract/push for daily sales report dataset.
  

25. Asana

• Feature/Setting: Task creation API — automate new reporting task and attach daily file.
  

Benefits

1. Automate reporting reduces manual effort, errors, and reporting lag.

2. Automated reports ensure timely insights and enable rapid business decisions.

3. Streamlines regulatory compliance by automatedly archiving all summaries.

4. Integration automates multi-platform data collection, covering in-store and e-commerce.

5. Continuous automation ensures no business day goes unreported, supporting audit and analysis needs.