Automated daily/weekly/monthly sales reports

Purpose

 1.1. Enable automated sales reporting at daily, weekly, or monthly intervals for ammunition wholesalers in the defense sector.
 1.2. Rapid access to sales data, inventories, and performance for better business intelligence and compliance.
 1.3. Deliver reports to specified teams or stakeholders automatically via preferred communication channels (mail, dashboards, messaging apps).
 1.4. Consolidate multiple data sources into unified, actionable sales analytics without manual compilation.

Trigger Conditions

 2.1. Time-based triggers: every day at 18:00, every Monday 09:00, or the first of each month at 07:30.
 2.2. Manual override trigger (for ad-hoc reports).
 2.3. Condition-based triggers: completion of inventory sync, CRM update, or new orders surpass threshold.

Platform Variants

 3.1. Microsoft Power BI
  • Feature/Setting: Scheduled refresh and distribution; Power BI REST API for triggering report generation and export.
 3.2. Google Sheets
  • Feature/Setting: App Script triggers; use “SpreadsheetApp.getActiveSpreadsheet().getSheetByName('Sales').getDataRange()” and email via MailApp.
 3.3. Salesforce
  • Feature/Setting: Reports API (/services/data/vXX.X/analytics/reports) to fetch and schedule report exports.
 3.4. SAP BusinessObjects
  • Feature/Setting: Central Management Console scheduling and RESTful SDK for automated report output.
 3.5. Tableau
  • Feature/Setting: REST API “/api/3.9/sites/{siteId}/views/{viewId}/data” or Tableau Server’s subscription scheduler.
 3.6. Oracle Analytics Cloud
  • Feature/Setting: BI Publisher scheduler; REST API “/xmlpserver/services/v2/” to trigger report jobs.
 3.7. QuickBooks Online
  • Feature/Setting: Reports API v3 “/v3/company//reports/SalesByProduct” with scheduled HTTP requests.
 3.8. Xero
  • Feature/Setting: Reports endpoint “GET /reports/SalesByItem”; configure scheduled fetch and export.
 3.9. Zoho Analytics
  • Feature/Setting: Schedule Export; Zoho Analytics API “GET /api/{db_name}/view/{table_name}”.
 3.10. HubSpot
  • Feature/Setting: Analytics API “/reports/v2/reports/sales”; set time-based workflow trigger for exports.
 3.11. Slack
  • Feature/Setting: Incoming Webhook for automated report notification, triggered via schedule or workflow.
 3.12. Monday.com
  • Feature/Setting: Board views API and integrations for recurring column data exports/reports.
 3.13. Google Data Studio
  • Feature/Setting: Scheduled email delivery; Connect using Google Data Studio API for on-demand generation.
 3.14. Amazon QuickSight
  • Feature/Setting: Scheduled reports; QuickSight API “GenerateEmbedUrlForAnonymousUser” for dashboards.
 3.15. NetSuite
  • Feature/Setting: SuiteAnalytics Connect and SuiteTalk REST for report fetch and dispatch scheduling.
 3.16. Freshsales
  • Feature/Setting: Reports API “GET /api/reports”; automate exports using workflow scheduler.
 3.17. SAP S/4HANA
  • Feature/Setting: CDS views for real-time data and Embedded Analytics Scheduled Jobs.
 3.18. Looker
  • Feature/Setting: Looker API “/looks/{look_id}/run/json” with scheduler or cron integration.
 3.19. Mailgun
  • Feature/Setting: Communications API “messages” endpoint for programmatically sending report attachments.
 3.20. SendGrid
  • Feature/Setting: Email API “/v3/mail/send”; configure scheduled API calls with report payload.

Benefits

 4.1. Reduces manual reporting and errors, ensuring compliance.
 4.2. Speeds up data-driven decision-making.
 4.3. Provides timely insights for inventory and sales management.
 4.4. Ensures consistent visibility across teams and stakeholders.
 4.5. Frees up workforce for higher value activities, driving operational efficiency.