Daily sales summary reports

**Purpose**

1.1. Automate daily sales data extraction, aggregation, and delivery for açaí shops; ensure timely, accurate financial insights for management, accounting, and operations.
1.2. Eliminate manual data entry, reduce human error, and standardize financial summaries across branch locations; enable informed decision-making and simplified compliance.
1.3. Integrate multiple sales channels (POS, online orders, delivery apps) to create comprehensive daily financial reports including total sales, payment method breakdowns, and key performance metrics.

**Trigger Conditions**

2.1. Scheduled time-based event (e.g., every day at 10:30 PM).
2.2. Trigger on POS system’s “End of Day” batch close.
2.3. Manual trigger by authorized management user via dashboard or mobile app.

**Platform Variants**

3.1. **Square POS**
• Feature: “Daily Sales Summary” API endpoint; Configure webhook to pull daily aggregates.

3.2. **Shopify**
• Feature: “Order Reports” API; Setup Scheduled API Call for daily order data.

3.3. **Toast POS**
• Feature: “Export Sales Data” endpoint; Schedule CSV report delivery via API.

3.4. **Clover**
• Feature: “Transactions API”; Configure daily summary extraction using REST API GET.

3.5. **Lightspeed**
• Feature: “Sales Reports” API; Configure automation tool to fetch report at day-end.

3.6. **Revel Systems**
• Feature: “Sales Summary Report” API; Setup scheduled data pulls.

3.7. **QuickBooks Online**
• Feature: “Sales Receipt API”; Auto-generate and email summary report daily.

3.8. **Xero**
• Feature: “Invoices & Receipts API”; Schedule data extraction and summary formatting.

3.9. **Google Sheets**
• Feature: Use “Sheets API” to append daily row of sales metrics; Trigger with time events.

3.10. **Microsoft Excel Online**
• Feature: “Excel Graph API”; Configure flow to input and share new sales data sheets daily.

3.11. **Mailgun**
• Feature: “Send Email API”; Auto-dispatch formatted daily report to distribution list.

3.12. **Slack**
• Feature: “Incoming Webhook” feature; Push plain-text or attachment with sales results to finance or operations channel.

3.13. **Microsoft Teams**
• Feature: “Webhook Connector”; Send daily sales digest to dedicated finance channel.

3.14. **WhatsApp Business API**
• Feature: “Send Message” endpoint; Deliver daily report summary to owner/manager.

3.15. **Notion**
• Feature: “Database API”; Insert daily sales entry, automate reporting dashboard updates.

3.16. **Monday.com**
• Feature: “Item Create” API; Log daily sales data as a new dashboard update.

3.17. **AWS S3**
• Feature: “PutObject API”; Upload daily report as secure CSV/PDF for audit trail.

3.18. **Dropbox**
• Feature: “Files Upload API”; Dispatch new sales report file to shared cloud folder daily.

3.19. **Zendesk**
• Feature: “Create Ticket API”; Attach daily report as ticket for recordkeeping/review.

3.20. **SendGrid**
• Feature: “Mail Send API”; Email daily PDF/CSV report to set recipients.

**Benefits**

4.1. Saves management 1–2 hours daily in manual processes.
4.2. Reduces data inaccuracies and risk of non-compliance.
4.3. Enables real-time performance tracking and quicker operational changes.
4.4. Improves transparency between finance and operations teams.
4.5. Establishes retrieval-ready, consistent sales records for external auditing.