Daily, weekly, and monthly sales report generation

Purpose

1.1. Automate the generation, aggregation, and distribution of sales reports for daily, weekly, and monthly timeframes to streamline financial monitoring in an art supply retail environment.
1.2. Automating the process reduces manual effort, standardizes reporting formats, increases accuracy, ensures timely insights, and enables data-driven decisions for inventory, staff management, and promotional planning.
1.3. Enables automated data pulls across POS, e-commerce, and accounting software to provide unified dashboards and automatically deliver reports to management or specified stakeholders.

Trigger Conditions

2.1. Automation triggered by defined schedule (e.g., 23:59 for daily, Friday-end for weekly, last day-of-month for monthly).
2.2. Manual trigger option for on-demand automated report reruns.
2.3. Automated trigger based on sales record update events or specific thresholds being met (e.g., surpassing sales targets).

Platform Variants

3.1. Shopify
• Feature/Setting: Automated data export via Shopify Admin API – Configure scheduled fetch for "Orders" and "Sales" endpoints.
3.2. WooCommerce
• Feature/Setting: REST API – Schedule automated endpoint calls to "/orders" with specified filters.
3.3. QuickBooks Online
• Feature/Setting: Reports API – Schedule automated generation of Profit & Loss and Sales reports via API pull.
3.4. Xero
• Feature/Setting: Reports endpoint – Automate GET "/reports/Sales" with date presets.
3.5. Microsoft Power BI
• Feature/Setting: Automated data refresh – Configure schedule to refresh sales dataset and trigger email reports.
3.6. Google Sheets
• Feature/Setting: Apps Script scheduled triggers – Automate Google Sheets API for data aggregation and report generation.
3.7. Airtable
• Feature/Setting: Scripting block with scheduled automation – Automate filter and export of sales data.
3.8. Square POS
• Feature/Setting: Square Reports API – Automate scheduled calls to fetch sales and transaction data.
3.9. Lightspeed Retail
• Feature/Setting: Lightspeed Reports API – Scheduled fetch of End of Day and Detailed sales reports.
3.10. Zoho Books
• Feature/Setting: Reports endpoint – Automate GET "/reports/sales" and schedule report delivery.
3.11. Sage Business Cloud
• Feature/Setting: API reports module – Automate sales summary and schedule output.
3.12. Oracle NetSuite
• Feature/Setting: Saved Searches – Automate schedule for sales data retrieve and email delivery.
3.13. Salesforce
• Feature/Setting: Reports API – Schedule automated retrieval of sales Opportunity reports.
3.14. HubSpot
• Feature/Setting: Reports endpoint and scheduled exports – Automate format and send task.
3.15. Mailchimp
• Feature/Setting: Automated email campaigns for report distribution, integrating sales summaries as attachments.
3.16. Monday.com
• Feature/Setting: Integrations center – Automated data import and summary report generation on schedule.
3.17. Asana
• Feature/Setting: Daily or weekly automated reports via API– Task/Project sales logging and scheduled export.
3.18. Slack
• Feature/Setting: Scheduled message API – Automated delivery of sales summaries to dedicated channels.
3.19. Google Data Studio
• Feature/Setting: Scheduled report automation – Automate refresh and email PDF summary.
3.20. Notion
• Feature/Setting: API export combined with scheduled automator to generate and distribute sales reports.

Benefits

4.1. Automates repetitive report generation and ensures accuracy with minimized human error.
4.2. Enables standardized, automatable, and timely distribution of sales insights.
4.3. Frees staff to focus on strategy by automatedly handling sales data compilation.
4.4. Supports fast, automated decision-making and financial transparency.
4.5. Allows stakeholders to receive actionable insights instantly via automated, scheduled delivery in chosen formats (PDF, Excel, email).