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Automated daily/weekly sales reports

Purpose

 1.1. Generate comprehensive sales performance insights across locations and periods for amusement machine suppliers.
 1.2. Consolidate transaction, product, and client data from POS, inventory, and CRM.
 1.3. Automate report distribution to stakeholders at defined intervals, supporting business decisions and performance tracking.
 1.4. Enable anomaly detection for revenue dips, high performers, and sales trends analysis.

Trigger Conditions

 2.1. Scheduled time-based triggers (e.g., every day at 7 a.m. or each Monday at 8 a.m.)
 2.2. Completion of end-of-day data sync from POS or ERP systems
 2.3. New sales data added to cloud storage, database, or SaaS (receipt of a webhook)
 2.4. Manual ad-hoc trigger through a dashboard or interface button

Platform Variants

 3.1. Microsoft Power BI
  • Feature/Setting: Scheduled Refresh API; configure dataset refresh to trigger report generation
 3.2. Google Sheets
  • Feature/Setting: Time-driven triggers with Apps Script for data fetch and report compilation
 3.3. Salesforce
  • Feature/Setting: Analytics API; configure reports and automate running/export via schedule
 3.4. Tableau
  • Feature/Setting: REST API for scheduled extract refresh and report emailing
 3.5. SAP BusinessObjects
  • Feature/Setting: BI Launch Pad Scheduling for recurring report delivery
 3.6. QuickBooks Online
  • Feature/Setting: Report API; scheduled sales summary extraction
 3.7. Zoho Analytics
  • Feature/Setting: Schedule Export and Email Reports via Automations
 3.8. HubSpot
  • Feature/Setting: Reporting API; schedule extraction and distribution
 3.9. Oracle NetSuite
  • Feature/Setting: SuiteAnalytics API—scheduled saved search export
 3.10. Xero
  • Feature/Setting: Reports Endpoints—trigger exports via OAuth API
 3.11. Smartsheet
  • Feature/Setting: Scheduled Workflows to generate and email sheet-based reports
 3.12. Airtable
  • Feature/Setting: Scripted automation to run filtered views and deliver reports
 3.13. Looker (Google Cloud)
  • Feature/Setting: Scheduled delivery feature via Looker API
 3.14. Amazon Redshift
  • Feature/Setting: Snapshot and auto-query with AWS Lambda scheduler
 3.15. Snowflake
  • Feature/Setting: Task Scheduler to run and export query results
 3.16. Domo
  • Feature/Setting: Scheduled Report Bursting via Domo Scheduled Reports API
 3.17. Monday.com
  • Feature/Setting: Scheduled Automation Recipes to aggregate and send sales data
 3.18. Freshdesk
  • Feature/Setting: Analytics Automation for scheduled report emails
 3.19. Slack
  • Feature/Setting: Incoming Webhook to send reports to channels on schedule
 3.20. Mailchimp
  • Feature/Setting: API-triggered campaigns to distribute downloadable report links
 3.21. Dropbox
  • Feature/Setting: Upload API for auto-saving report exports to shared folders
 3.22. SharePoint
  • Feature/Setting: Workflow automation to place daily report files in document library

Benefits

 4.1. Eliminates manual report generation, saving resource hours.
 4.2. Provides real-time and regular performance visibility to management.
 4.3. Increases data-driven agility to respond to sales patterns and anomalies.
 4.4. Consistent, error-free distribution to all relevant teams and partners.
 4.5. Customizable output formats to fit diverse analytics environments.

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