Auto-generation of daily/weekly sales reports

Purpose

1. Enable fully automated daily and weekly generation of actionable sales reports for African restaurants, ensuring accuracy, timeliness, and reduced manual effort.

2. Aggregate POS data, payment processor data, and order channels to assemble comprehensive performance analytics for business decision-making.

3. Deliver reports via preferred communication channels (email, SMS, dashboards, cloud storage).

4. Ensure management has real-time insights into revenue trends, best-selling menu items, and branch-wise breakdowns.

5. Facilitate compliance, audit readiness, and investment decision processes with automated, archived records.

Trigger Conditions

1. Scheduled Cron job: Every day at 23:00 or every Monday at 06:00.

2. Receipt of new sales data entries in POS or accounting system.

3. Manual trigger by authorized supervisor from secure dashboard.

Platform Variants

1. Square POS

• Sales Reports API: Schedule “ListPayments”/“ListOrders” endpoints daily; filter by date range.
  

2. Toast POS

• Reporting API: Set to extract “Daily Sales Summary” automatically at chosen intervals.
  

3. Lightspeed

• Analytics Module: Automate extraction via “Report Export” functionality, using “Sales by Date” parameters.
  

4. Shopify

• Admin API: “GET /orders” with date range; automate pulling order and sales data.
  

5. Xero

• Reports Endpoint: Schedule “GET /Reports/SalesByCustomer” and auto-send to configured email.
  

6. QuickBooks Online

• Reports API: Automate “Profit and Loss” or “Sales by Customer Summary” calls daily/weekly.
  

7. Google Sheets

• Apps Script: Set time-driven triggers to consolidate and refresh “Sales Data” worksheets.
  

8. Airtable

• Scheduled Automations: “Create record” on new sales, “Generate View” for custom report periods.
  

9. Power BI

• Data Gateway: Set refresh schedule for dashboards, auto-publish “Sales Summary” report to stakeholders.
  

10. Tableau

• Extract Scheduler: Automate CSV/DB extracts from POS source, auto-update dashboards for set periods.
  

11. Microsoft Excel (Office 365)

• Power Query: Auto-refresh queries using “Scheduled Refresh” for report workbooks.
  

12. Zapier

• Schedule Trigger + Google Sheets or Email integration: Set “Every Day” event to launch workflow.
  

13. Slack

• Scheduled Message: Trigger “Send file” or “Send message” for daily sales snippet to management channel.
  

14. Stripe

• Reporting API: “Balance History” and “Payouts” endpoint polling, then forward as report.
  

15. PayPal

• Transaction Search API: Pull all completed sales for previous day/week for reconciliation.
  

16. SendGrid

• Scheduled Email API: Auto-send “Sales Report” PDF/CSV to configured addresses nightly/weekly.
  

17. Twilio SMS

• Messaging API: “SendMessage” action scheduled for concise daily summaries to owner.
  

18. Dropbox

• Files API: Auto-upload “Sales Report” PDF/CSV to specific folder at set intervals.
  

19. Google Drive

• Drive API: “Create File” with new sales report, “Set Permissions” for staff viewing.
  

20. Notion

• API Integration: “Create Page” daily/weekly, append fresh sales summary for shared reference.
  

Benefits

1. Eliminates manual report preparation, saving management and staff time.

2. Guarantees timely financial overviews for well-informed decisions.

3. Reduces risk of error and omissions in analytics.

4. Enables multi-branch or remote management oversight with instant report delivery.

5. Improves compliance and audit readiness by automatically archiving sales reports.

6. Supports scalable growth as reporting can handle increased transaction volumes without new staff.