Auto-generate end-of-day reports

Purpose:

1.1. Automate, streamline, and standardize the generation and distribution of end-of-day sales, inventory, and transaction reports across equestrian store retail and POS operations.
1.2. Automated consolidation of sales, refunds, inventory movement, and staff performance for managers, stakeholders, and staff accountability.
1.3. Automates compliance reporting for finance, taxation, and inventory audits, ensuring records are consistent and up-to-date.
1.4. Deliver automated analytics to identify trends, loss prevention opportunities, and optimize ordering or restocking activities.

Trigger Conditions:

2.1. Every day at store closing time (configurable cron schedule).
2.2. Automatable trigger after last POS transaction.
2.3. Automates if new sales or refund transactions logged since last report.
2.4. Automator can be extended to manual override via dashboard or trigger button.

Platform Variants:

3.1. Shopify
• Feature/Setting: Admin API – Automate pulling daily order, inventory, payment, and refund reports using `/admin/api/2023-01/orders.json` and `/inventory_levels.json`.
3.2. Square
• Feature/Setting: Reports API – Configure automated exports of end-of-day `SalesSummary`, `ItemSummary`, and `EmployeeSummary` endpoints.
3.3. Lightspeed Retail
• Feature/Setting: Reports endpoint – Schedule automated GET requests to `/reports/register_sales` for retail analytics.
3.4. Vend (now Lightspeed X-Series)
• Feature/Setting: API – Automate GET `/sales`, `/registers`, `/products` to aggregate transaction and stock movement.
3.5. Revel Systems
• Feature/Setting: Export API – Configure automated report pulls from `/reports/sales` and `/reports/inventory`.
3.6. QuickBooks POS
• Feature/Setting: Scheduled Data Exports – Use SDK to automate EOD summary extraction to CSV or email via `QBPOSXMLRq`.
3.7. Microsoft Dynamics 365 Retail
• Feature/Setting: Power Automate Connector – Trigger `Get Sales Reports` workflow.
3.8. Toast POS
• Feature/Setting: Reporting API – Automate daily fetch of `netSales`, `inventory`, and `refunds` endpoints.
3.9. Clover
• Feature/Setting: Automation using `/v3/merchant/{mId}/orders` and `/v3/merchant/{mId}/reports/sales` endpoints.
3.10. Magento Commerce
• Feature/Setting: REST API – Schedule cron automation on `/V1/orders`, `/V1/stockItems`, `/V1/transactions`.
3.11. Oracle NetSuite
• Feature/Setting: Saved Search + SuiteScript automation for EOD sales & inventory data.
3.12. SAP Business One
• Feature/Setting: DI-API and Service Layer to automate scheduled EOD report generation.
3.13. Zoho Inventory
• Feature/Setting: API – Automate GET `/salesorders` + `/items` daily with webhook triggers.
3.14. MYOB RetailManager
• Feature/Setting: Automate end-of-day report CSV export with API scripting.
3.15. Xero
• Feature/Setting: API – Automate GET `/reports/SalesByProduct` and `/reports/InventorySummary` at day end.
3.16. Gusto (for staff/shift analytics component)
• Feature/Setting: Reports API – Schedule automated pull of end-of-day timesheets and shift summaries.
3.17. Sage Intacct
• Feature/Setting: Automated reporting API for Sales, Product, and Staff modules.
3.18. FreshBooks
• Feature/Setting: Automate daily reporting of sales and payments via `GET /reports/sales`.
3.19. Trello
• Feature/Setting: Power-Up automation – Trigger card creation with daily sales summary.
3.20. Google Sheets
• Feature/Setting: Sheets API – Automate appending EOD report data for collaborative review.
3.21. Slack
• Feature/Setting: Incoming Webhooks – Automated delivery of end-of-day summaries to managers' channels.
3.22. Email (SMTP/Outlook/Gmail API)
• Feature/Setting: Automatedly distribute generated PDF or CSV reports to stakeholders.
3.23. Power BI
• Feature/Setting: REST API – Automate data push and schedule refresh for dashboards reflecting EOD metrics.
3.24. Dropbox/Google Drive
• Feature/Setting: Automated upload of daily EOD reports to shared folders for archiving.

Benefits:

4.1. Automates consolidation of multi-source data for comprehensive retail insights.
4.2. Reduces manual extraction errors; increases frequency and timeliness of reporting with automated scheduling.
4.3. Enhances auditable trails for compliance, reducing manual workload and missed deadlines.
4.4. Improves staff accountability and performance insights by automating granular reporting.
4.5. Enables real-time, automated feedback loops for inventory optimization and sales strategies.
4.6. Provides automatable and scalable EOD workflows for growing equestrian retail operations.