Generation of sales and stock reports on schedule

Purpose

1.1. Automate scheduled generation and delivery of sales and stock reports for agrochemical wholesalers.
1.2. Ensure consistent, accurate, and timely financial and inventory insights to drive procurement, sales, and compliance strategies.
1.3. Reduce manual data collection, consolidate disparate data sources, and support fast decision-making in agriculture supply chain management.

Trigger Conditions

2.1. Pre-defined schedule: daily, weekly, or monthly at specific times (e.g., every Monday at 7:00 AM).
2.2. End-of-business-day batch triggers based on closure of the ERP or inventory system.
2.3. Ad hoc trigger via authorized personnel through a dashboard or authenticated email.
2.4. External triggers: third-party order completion, ERP sync, or warehouse reconciliation events.

Platform Variants

3.1. Microsoft Power BI
• Feature/Setting: Scheduled Refresh; configure ‘Dataset refresh frequency’ to daily at 6:30 AM.
3.2. Google Sheets
• Feature/Setting: Triggers using Apps Script; set ‘Time-driven’ trigger to execute report script.
3.3. SAP ERP
• Feature/Setting: Scheduled Job (SM36/SM37); configure ABAP report generation and email export.
3.4. Salesforce
• Feature/Setting: Scheduled Reports; set up ‘Report Schedule’ with recipients for autogenerated report PDFs.
3.5. Oracle NetSuite
• Feature/Setting: Saved Searches with Scheduled Email; automate stock and sales summary delivery.
3.6. QuickBooks Online
• Feature/Setting: ‘Scheduled Reports’ module; configure and select sales/stock templates and delivery frequency.
3.7. Zoho Analytics
• Feature/Setting: ‘Scheduled Email’ under Reports; set rule for weekly sales/stock KPI export.
3.8. HubSpot
• Feature/Setting: ‘Recurring Email Reports’; define pipeline/report and set recurrence settings.
3.9. Slack
• Feature/Setting: Scheduled bot message (via workflow builder); trigger sales/stock report post to channel at set intervals.
3.10. Mailgun
• Feature/Setting: API ‘Messages’ endpoint; automate attachment or inline report email at fixed times.
3.11. AWS Lambda
• Feature/Setting: Scheduled Event (EventBridge/Cron); trigger function for report generation and S3 upload/distribution.
3.12. Airtable
• Feature/Setting: Automations/‘Send scheduled email’; configure report views and scheduling rules.
3.13. Tableau
• Feature/Setting: ‘Subscriptions’ to dashboards; users configure daily/weekly automated emails of selected visualizations.
3.14. Trello
• Feature/Setting: Butler automation; scheduled card/comment with embedded report link or summary for stakeholders.
3.15. Monday.com
• Feature/Setting: Automations Center; schedule “Email report” or “Dashboard snapshot” at business intervals.
3.16. Notion
• Feature/Setting: Integrate with third-party tools via API; set recurring block update or external email dispatch.
3.17. Dropbox
• Feature/Setting: File request or scheduled file generation sync via API/automation tools.
3.18. Google Drive
• Feature/Setting: Schedule script to export Sheets to PDF and auto-upload to shared drive at specific times.
3.19. FreshBooks
• Feature/Setting: ‘Recurring Reports’ configuration; automate creation/sharing of sales or inventory finance summaries.
3.20. Jira
• Feature/Setting: Subscription to filter; configure ‘Scheduled Issue Filter Email’ for weekly operations updates.
3.21. Smartsheet
• Feature/Setting: ‘Send as attachment on schedule’; automate dashboard or sheet export by email.
3.22. Xero
• Feature/Setting: Scheduled Reports in ‘Reports’ module; set up recurring financial and product performance email.

Benefits

4.1. Saves staff time by eliminating manual report generation and consolidation.
4.2. Reduces risk of human error in sensitive finance and stock records.
4.3. Improves agility in responding to market or supply changes, supporting procurement and logistics.
4.4. Enables regulatory and audit compliance with complete, timely documentation.
4.5. Facilitates multi-team visibility via direct delivery of critical summary information to stakeholders.