Daily, weekly, and monthly sales reports generation

Purpose

1.1. Automate the compilation, formatting, and delivery of daily, weekly, and monthly sales reports for aquarium attractions, ensuring automated accuracy, timeliness, and standardized insights for financial & performance analysis.
1.2. Automate gathering sales data from POS, ticketing, and online sales, consolidate figures, perform analytics, format into specified templates, and distribute to key stakeholders without manual intervention.
1.3. Automate tracking sales trends, identifying revenue peaks and shortfalls, and allow management automated access to actionable data for strategic planning and auditing compliance.

Trigger Conditions

2.1. Automated triggers at set times (e.g., 11:59PM daily, midnight Sunday for weekly, 01:00 AM on 1st of each month for monthly automated runs).
2.2. Optionally, automate on-demand report generation when new data files are uploaded into cloud folders/sources.
2.3. Automate triggers by webhooks initiated from POS uploads or third-party sales integrations.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Scheduled flow using “Recurrence” trigger; connect to Excel Online/SQL Server; automate send via “Send an email (V2)” action.

3.2. Google Apps Script
• Feature/Setting: Automated triggers (Time-driven); use SpreadsheetApp for data pull; MailApp for distribution.

3.3. Zapier
• Feature/Setting: Scheduler trigger; connect to Google Sheets or Salesforce; automate email/send PDF via Gmail.

3.4. Make (Integromat)
• Feature/Setting: Scheduler; HTTP/Google Sheets modules; automate PDF generation and Dropbox/email integration.

3.5. AWS Lambda
• Feature/Setting: Lambda function triggered by CloudWatch Events; pulls from S3, processes data, and uses SES to automate sending reports.

3.6. Azure Logic Apps
• Feature/Setting: Recurrence trigger; integrates with SQL Database, SharePoint; automate delivery using Outlook connector.

3.7. Google Cloud Functions
• Feature/Setting: Cloud Scheduler trigger; pull from BigQuery/Sheets; automate email/Drive upload.

3.8. Tableau
• Feature/Setting: Tableau Prep/refresh schedules; automate extract and email delivery using Tableau Server API.

3.9. Salesforce
• Feature/Setting: Reports Scheduler; Data Loader API for data manipulation; scheduled automated emails via Salesforce Email Alerts.

3.10. HubSpot
• Feature/Setting: Workflow automation; integrate with Sales Analytics API; automate reports to internal emails or Slack.

3.11. Smartsheet
• Feature/Setting: Automated workflows; use “Send as Attachment” scheduling; automate from linked live data.

3.12. Slack
• Feature/Setting: Schedule messages, integrate with reports bot or workflow automator; push automated CSV or summary.

3.13. Notion
• Feature/Setting: Notion API; automate export of database to CSV and schedule email or Slack notifications.

3.14. Trello
• Feature/Setting: Power-Up Automations; automate reporting card creation and Slack/email notifications.

3.15. Monday.com
• Feature/Setting: Automations with scheduled integrations; Google Sheets/Excel pull; automate notifications.

3.16. Oracle Cloud Integration
• Feature/Setting: Scheduled integrations; connect to Oracle Analytics Cloud and Oracle Email Delivery.

3.17. SAP Business Technology Platform
• Feature/Setting: Automate reports using Integration Suite; scheduled report export and automated email.

3.18. QuickBooks Online
• Feature/Setting: Scheduled report builder; use QuickBooks API to automate report extraction and email.

3.19. Xero
• Feature/Setting: Scheduled reporting; automate send using Xero API and connected mail.

3.20. Dropbox
• Feature/Setting: Automate creation/upload of new report files; use Dropbox API to trigger notifications or share links.

3.21. Google Drive
• Feature/Setting: Drive API to monitor folders; automate save/export; trigger automated notifications.

3.22. Mailchimp
• Feature/Setting: Automated campaigns sending reports to distribution list; auto-refresh attached content via API.

3.23. Asana
• Feature/Setting: Automated task creation for report deliverables; attach CSVs, trigger notifications via automator.

3.24. Freshdesk
• Feature/Setting: Automate creation of tickets with report attachments; Freshdesk API for report delivery workflow.

Benefits

4.1. Automated sales reporting eliminates manual errors, reducing operational risk and boosting efficiency.
4.2. Automating report schedules maximizes on-time delivery and guarantees real-time access for managers and stakeholders.
4.3. Automated data pulls and formatting accelerate financial review cycles, supporting faster, data-driven decision-making.
4.4. Automator flows allow customization and scaling of reports as new locations/sources are added.
4.5. Automation enhances privacy/security control, ensuring consistent data-sharing policy enforcement.
4.6. Automatable reporting workflows free staff time for high-level tasks, automating away repetitive work.