Automated daily, weekly, and monthly performance reports

Purpose

1.1. Generate automated performance reports (daily, weekly, monthly) for animal cafes, covering sales, expenses, traffic, customer satisfaction, and pet interactions.
1.2. Aggregate data from POS, booking, inventory, feedback, and loyalty systems, enabling real-time analysis and compliance reporting.
1.3. Deliver formatted reports via multiple channels for operational transparency, business insights, and management decision-making.

Trigger Conditions

2.1. Scheduled time-based jobs (e.g., at midnight for daily, every Monday for weekly, 1st of each month for monthly).
2.2. Completion of day-end sales reconciliation in POS.
2.3. Arrival of new data entries in booking or inventory systems within a reporting cycle.

Platform Variants

3.1. Microsoft Power BI
• Feature/Setting: Power BI REST API – configure datasets to auto-refresh with POS and booking data
3.2. Google Data Studio
• Feature/Setting: Scheduled Data Connector refresh with Google Sheets integration
3.3. Tableau
• Feature/Setting: Tableau Server REST API – schedule 'extract refresh tasks' for sales datasets
3.4. Looker (Google Cloud)
• Feature/Setting: Looker API schedule_look function to dispatch email reports
3.5. Salesforce
• Feature/Setting: Reports and Dashboards Scheduler for automated report emailing
3.6. QuickBooks Online
• Feature/Setting: Reports endpoint, auto-generate financial statements via API
3.7. Xero
• Feature/Setting: Reports API for Profit & Loss and balance sheets, scheduled delivery
3.8. SAP Business One
• Feature/Setting: Query Generator and automatic Crystal Reports distribution
3.9. Zoho Analytics
• Feature/Setting: Data snapshot scheduling, automatic report distribution
3.10. FreshBooks
• Feature/Setting: Report API endpoint, schedule exports with automations
3.11. Airtable
• Feature/Setting: Scripting block + Automations for summary view generation
3.12. Slack
• Feature/Setting: Incoming Webhooks to receive PDF or summary report notifications
3.13. Google Sheets
• Feature/Setting: Time-driven triggers + Apps Script to compile and email reports
3.14. Notion
• Feature/Setting: Notion API, append report blocks or auto-export tables
3.15. Mailchimp
• Feature/Setting: Campaigns API, send email updates on KPIs
3.16. Trello
• Feature/Setting: Scheduled email reports via Power-Ups/Butler automation
3.17. Monday.com
• Feature/Setting: Automations to generate & deliver workspace statistics
3.18. AWS Lambda
• Feature/Setting: Schedule Lambda function to aggregate and push data to S3 or Email
3.19. Dropbox
• Feature/Setting: API file upload for automated report archiving
3.20. Zoho CRM
• Feature/Setting: Workflow automation to generate and email business activity reports
3.21. Asana
• Feature/Setting: API integrations for auto-tasking monthly report reviews
3.22. HubSpot
• Feature/Setting: Scheduled dashboard export and email report workflow
3.23. Google Calendar
• Feature/Setting: Reminders/events for report delivery and review meetings

Benefits

4.1. Reduces manual reporting errors and staff time commitment.
4.2. Real-time visibility into operational KPIs improves response speed.
4.3. Supports compliance, boosts transparency for stakeholders.
4.4. Enables data-driven decisions with timely, consistent insights.