Daily revenue and occupancy reporting

Purpose

1.1. Automate daily collection, consolidation, and distribution of revenue and occupancy data for animal watering hole operations.
1.2. Ensure accurate record keeping for financial analysis, compliance with legal regulations, and internal business intelligence.
1.3. Support decision-making for revenue optimization, resource allocation, and guest experience improvements.
1.4. Reduce manual errors, save staff time, and provide real-time insights for stakeholders including farm-stay owners, investors, and accountants.

Trigger Conditions

2.1. Scheduled at a fixed time daily (e.g., midnight or end-of-day).
2.2. Event-based trigger: updated data entries in the POS, booking, or guest management system.
2.3. Manual trigger option (button press in dashboard for forced generation).

Platform variants

3.1. Microsoft Power Automate
• Feature/Setting: Scheduled flow using "Recurrence" trigger; action with "Excel Online (Business) – Get rows" to collect data.
3.2. Google Apps Script
• Feature/Setting: Time-driven triggers; "SpreadsheetApp.getActiveSpreadsheet()" for pulling revenue & occupancy.
3.3. Zapier
• Feature/Setting: Scheduler "Every Day" + "Google Sheets – Find Many Spreadsheet Rows" action; e-mail or Slack output.
3.4. Integromat (Make)
• Feature/Setting: Scheduler module + "Airtable – Search Records"; "Gmail – Send Email" for reporting.
3.5. Salesforce
• Feature/Setting: Apex Scheduler; query with "SELECT Revenue__c, Occupancy__c FROM Daily_Report__c".
3.6. QuickBooks Online API
• Feature/Setting: GET /reports/ProfitAndLoss endpoint; automate summary via periodic API calls.
3.7. Oracle NetSuite
• Feature/Setting: Saved search with SuiteScript scheduled task to pull occupancy and revenue KPIs.
3.8. Xero
• Feature/Setting: GET /reports/ProfitAndLoss API; custom workflow in Xero HQ apps.
3.9. Smartsheet
• Feature/Setting: Workflow trigger using "Schedule"; "Report Builder" fetches daily metrics.
3.10. Monday.com
• Feature/Setting: Automation "When date arrives, send notification"; read occupancy columns for actuals.
3.11. Slack
• Feature/Setting: Incoming Webhook to post JSON-formatted daily report to specific channel.
3.12. Notion
• Feature/Setting: API /databases/query endpoint; cron job to extract and summarize daily entries.
3.13. Airtable
• Feature/Setting: "Scheduled Automation"; run "Find records" and send summary email or Slack.
3.14. HubSpot
• Feature/Setting: Custom workflow using "Schedule" plus "Get all deals" API for bookings data.
3.15. Trello
• Feature/Setting: Scheduled Butler automation to fetch cards with revenue tags, aggregate, and comment daily.
3.16. FreshBooks
• Feature/Setting: GET /invoices endpoint for day’s earnings; integrate with reporting.
3.17. Stripe
• Feature/Setting: API call to /v1/balance/history for daily payments; process and summarize.
3.18. Square
• Feature/Setting: "ListPayments" endpoint with date filter; summarize and email report via webhook.
3.19. Pabbly Connect
• Feature/Setting: Scheduler + "Get Spreadsheet Rows" module to aggregate and send.
3.20. SAP Business One
• Feature/Setting: Scheduled Crystal Report generation on financial and guest tables.
3.21. Asana
• Feature/Setting: App integration to extract data from custom occupancy fields on schedule and notify via comment.
3.22. Zoho Analytics
• Feature/Setting: Schedule Reports; configure to auto-fetch and deliver dashboards daily.

Benefits

4.1. Eliminates manual data aggregation.
4.2. Provides consistent daily financial summaries for oversight.
4.3. Enables rapid response to occupancy fluctuations and revenue trends.
4.4. Improves compliance with financial/legal standards via regular documentation.
4.5. Enhances accuracy, reduces staff workload, and supports timely business decisions.