Daily sales and transactions reporting to management

Purpose

 1.1. Automate the daily consolidation of sales and transaction data across POS, inventory, and payment systems for an art-themed café.
 1.2. Automatedly generate comprehensive end-of-day reports, including itemized sales, total revenue, transaction counts, top-selling products, and payment types.
 1.3. Automatically email, message, or store reports for management review, reducing manual data entry and errors.
 1.4. Support audit trails, finance, and decision-making processes through consistent, automated delivery of accurate operations data.

Trigger Conditions

 2.1. Time-based: Schedule automation to run at café closing time (e.g. daily at 11:00 PM).
 2.2. Event-based: Automate workflow upon POS batch closure or specific transaction thresholds.
 2.3. Manual override: Permit on-demand automated reporting via button or command in admin dashboard.

Platform Variants

 3.1. Square POS
  • API: “List Payments”, “List Orders” – configure to automate daily extraction of all transactions.
 3.2. Shopify
  • Admin API: “Orders List”, “Sales Reports” – automates sales and transaction export per day.
 3.3. Toast POS
  • API: “Daily Sales Summary” – automate daily pull and formatted reporting.
 3.4. Vend (by Lightspeed)
  • API: “GET Sales” – automate retrieval, filter for day, and transform to management format.
 3.5. Clover
  • API: “Retrieve Payments” – automate pulling and aggregating end-of-day data.
 3.6. QuickBooks
  • API: “Sales Transactions” – automate integration for accounting/reporting consolidation.
 3.7. Xero
  • API: “Get Invoices”, “Get Payments” – automate extraction for F&B transaction reconciliation.
 3.8. Google Sheets
  • Function: “Append spreadsheet row” – automate structured report storage for management view.
 3.9. Microsoft Excel Online
  • Function: “Add row to table” – automate daily insertion of sales summary.
 3.10. Gmail
  • API: “Send Email” – automates sending reports as PDF or summary to management inbox.
 3.11. Outlook (Office 365)
  • API: “Send Mail” – automate formatted delivery of daily sales recap.
 3.12. Slack
  • API: “Chat.postMessage” – automate posting daily summary to management channel.
 3.13. Microsoft Teams
  • API: “Send Channel Message” – automates reporting to operations/admin managers.
 3.14. Dropbox
  • API: “Upload File” – automate archiving daily reports for later access by leadership.
 3.15. Google Drive
  • API: “Create File”, “Update File” – automated document generation and report management.
 3.16. SendGrid
  • API: “Mail Send” – automate distribution of formatted email reports.
 3.17. Twilio SMS
  • API: “Send SMS” – automates transaction highlight alerts for owner/manager.
 3.18. Zoho Books
  • API: “Get Sales Orders”, “Create Reports” – automate daily summary generation.
 3.19. SAP Business One
  • API: “Service Layer – Sales Reports” – automate pulling F&B data for enterprise cafes.
 3.20. Monday.com
  • API: “Create Item” – automates tracking/report card for daily operations in project board.
 3.21. Tableau
  • API: “Upload Data”, “Refresh Extract” – automate live dashboard update with daily transactions.
 3.22. Power BI
  • API: “Push Dataset” – automate daily data refresh for visual analytics.

Benefits

 4.1. Automation eliminates manual collation, reducing errors and saving time.
 4.2. Automator ensures timely, error-free management insights for operational decisions.
 4.3. Automated workflows increase traceability and auditability for accounting and compliance.
 4.4. Automating report delivery across multiple channels (email, chat, file storage) ensures leadership is always informed.
 4.5. Automatedly integrates with multiple platforms, supporting diverse retail environments in art-themed cafés.