Scheduled financial summary reports

Purpose

1.1. Automatically generate and distribute scheduled financial summary reports (e.g., monthly or quarterly) detailing club income, expenses, membership dues, event spending, and budget status to streamline transparency and support informed decision-making by anime club leaders and stakeholders.
1.2. Ensure all financial data from various sources (payment processors, expense trackers, bank feeds) are consolidated, summarized, and made accessible on a recurring schedule without manual intervention.

Trigger Conditions

2.1. Time-based schedule (e.g., 1st of every month, end of each quarter).
2.2. Upon completion of a financial period (e.g., fiscal month closing).
2.3. When new financial data (income or expenses) update central records.
2.4. Manual override via admin dashboard.

Platform Variants

3.1. Google Sheets
• Feature/Setting: "Scheduled Triggers" with Apps Script to pull data and format reports; Example: set trigger to run on the 1st of each month.
3.2. Microsoft Excel Online
• Feature/Setting: Power Automate flow—recurring schedule to update a worksheet and email summary; Example: configure "Recurrence" trigger and "Send an email" action.
3.3. QuickBooks Online
• Feature/Setting: Reports API—filter "Profit and Loss" by period, export as PDF, schedule via webhook.
3.4. Xero
• Feature/Setting: Reports Endpoint API—generate and export financial report at fixed intervals, sync to files/email.
3.5. Stripe
• Feature/Setting: "Balance" and "Payouts" API endpoints—fetch transaction summaries, use scheduled fetch.
3.6. PayPal
• Feature/Setting: Transaction Search API—fetch financial data on trigger, compile and email report.
3.7. Slack
• Feature/Setting: Scheduled message to finance channel, including report from link or attached file; configure Slack API "chat.scheduleMessage".
3.8. Discord
• Feature/Setting: Bot with scheduled command to post summary in admin channel; use Discord API "createMessage" at scheduled interval.
3.9. Gmail
• Feature/Setting: Auto-send emails with attached or inline summary using "Send Email" endpoint, scheduled by Apps Script or external workflow.
3.10. Outlook
• Feature/Setting: Microsoft Graph API "sendMail" function, scheduled by Power Automate.
3.11. Notion
• Feature/Setting: API append block to Financial Summary page on schedule.
3.12. Trello
• Feature/Setting: Create or update card with latest financial summary in "Admin Board" via scheduled API call.
3.13. Confluence
• Feature/Setting: API update relevant report page at set intervals.
3.14. Asana
• Feature/Setting: Scheduled task comments or attachments with updated summary report; configure API "addComment".
3.15. Zoho Books
• Feature/Setting: API scheduled request to "Reports" resource for exporting summary data.
3.16. FreshBooks
• Feature/Setting: API call to "Reports" endpoint, scheduled and pushed to recipients.
3.17. Dropbox
• Feature/Setting: Upload or overwrite monthly PDF report in shared folder via Dropbox API "files/upload" on schedule.
3.18. Google Drive
• Feature/Setting: Scheduled overwrite or add report in shared folder with Drive API "files.create".
3.19. Mailchimp
• Feature/Setting: Auto-send campaign with attached or linked report using Campaigns API, scheduled delivery.
3.20. Airtable
• Feature/Setting: Scheduled script to auto-compile summary from base and send via interface or email integration.
3.21. Monday.com
• Feature/Setting: Scheduled integration to auto-update financial dashboard or send report via connected email.
3.22. Salesforce
• Feature/Setting: Analytics API to schedule monthly report and email to user group.

Benefits

4.1. Removes manual labor from financial consolidation and reporting.
4.2. Ensures timely and consistent delivery of financial information to club members and leaders.
4.3. Reduces risk of oversight or error in recurring reports.
4.4. Supports better planning, budgeting, and transparent communication.
4.5. Frees up administrative resources for core anime club activities.