Automated daily, weekly, and monthly sales reports generation

Purpose

1.1. Automate the compilation, calculation, and distribution of daily, weekly, and monthly sales reports for improved decision-making in an architectural salvage store.
1.2. Automates data retrieval from POS, inventory, and financial systems, consolidates sales numbers, trends, breakdowns by product category/location, and streamlines periodical reporting workflows.
1.3. Delivers automated, accurate financial snapshots to management, finance teams, and stakeholders without manual intervention.
1.4. Enhances compliance, auditing, and performance analysis through scheduled and on-demand automating of report generation.

Trigger Conditions

2.1. Time-based automator: Set at midnight daily, Sundays for weekly, first of each month for monthly.
2.2. Manual on-demand trigger via dashboard button.
2.3. Automatedly triggered by sales data upload or POS closing batch.
2.4. Automates after successful end-of-day reconciliation.

Platform Variants

3.1. Google Sheets
• Function: Sheets API — automate data fetching and report template generation.
3.2. Microsoft Excel Online
• Function: Office Scripts — automated reporting via pre-coded scripts triggered on schedule.
3.3. QuickBooks Online
• Endpoint: Reports API — automate pulling sales summaries.
3.4. Xero
• Feature: Reports endpoint — automates extraction of summarized sales ledgers.
3.5. Salesforce
• Report API — automate report generation and export via scheduled flows.
3.6. Zoho Books
• Feature: Sales Reports API — automatable fetch of period-based sales numbers.
3.7. Square
• Reports API — automate to pull transactional data and generate summaries.
3.8. Shopify
• Admin API — automate access to sales analytics for salvage goods.
3.9. Stripe
• Reports API — automated generation of financial summaries.
3.10. HubSpot
• Analytics API — automate extraction of sales conversion metrics.
3.11. Airtable
• Automation: Scheduled scripts — automate roll-up and distribution of sales metrics.
3.12. Smartsheet
• Feature: Automated workflows — schedule and automate aggregation/report emailing.
3.13. SAP Business One
• DI API — schedule and automate extraction of sales bookings.
3.14. FreshBooks
• Reports endpoint — automate export of sales and income data.
3.15. NetSuite
• SuiteAnalytics API — automate reporting scripts for sales performance.
3.16. Odoo
• Sales module reporting — automate scheduled email outputs.
3.17. Power BI
• Workspace API — automate data refresh and export of visuals on schedule.
3.18. Tableau
• REST API — automate report refresh and PDF export.
3.19. Looker Studio
• Scheduled email deliveries — automates distribution of dashboards.
3.20. Trello
• Power-Ups/Automation — automate making and attaching sales snapshot cards.
3.21. Slack
• Bot/Incoming Webhooks — automatable posting of report summaries into #finance.

Benefits

4.1. Reduces manual tasks via automation, freeing staff for higher-value work.
4.2. Ensures timely, consistent, and automated delivery of sales insights.
4.3. Enhances decision speed by automatedly surfacing actionable data.
4.4. Limits human error with automator-driven report logic.
4.5. Supports scalability as transaction volume grows through automated processes.
4.6. Secures data sharing by automating permissions and delivery methods.
4.7. Improves transparency and compliance through audit-ready, automatable reporting logs.