Automated daily, weekly, and monthly reporting

Purpose

1.1. Automate creation and distribution of sales, inventory, and operational performance reports for Amish furniture retailers.
1.2. Ensure store managers, owners, and staff receive timely data insights for sales trends, stock levels, and workforce performance.
1.3. Reduce manual work, human error, and reporting delays across daily, weekly, and monthly cycles.
1.4. Consolidate POS, inventory, accounting, and e-commerce data into actionable summaries.

Trigger Conditions

2.1. Scheduled time triggers (midnight, week-close, month-end).
2.2. Store closure event or daily cashout.
2.3. Inventory threshold reached.
2.4. Data sync from financial/accounting, payroll, or sales systems.

Platform Variants

3.1. Google Sheets
• Sheets API: Automatic sheet read/write, scheduled script via Apps Script; config: daily trigger, target range.
3.2. Microsoft Power BI
• Power BI REST API: Refresh dataset, export report as PDF, email via Power Automate; config: report ID, recipient group.
3.3. Tableau Online
• Tableau REST API: Download report, publish from data source; config: site ID, view ID.
3.4. QuickBooks Online
• Reports API: Generate Sales/Inventory reports; config: schedule, export format.
3.5. Xero
• Reports endpoint: Download financial summaries; config: specific report, output to SharePoint/Drive.
3.6. HubSpot
• Analytics API: Extract contact, deal, and sales data; config: interval, objectType.
3.7. Salesforce
• Reports and Dashboards API: Export reports, schedule with reportId; config: format, frequency.
3.8. Zoho Analytics
• Schedule Export API: Email dashboards; config: dashboardId, recipients.
3.9. Dropbox
• File Upload API: Store exported CSV/PDF reports; config: folder path, file overwrite flag.
3.10. Slack
• Incoming Webhooks: Send report summaries or links; config: channel, JSON payload.
3.11. AWS Lambda
• Scheduled Event: Run report generation scripts; config: cron expression, S3 push.
3.12. S3 (Amazon Simple Storage Service)
• PutObject API: Store scheduled reports; config: bucket name, folder.
3.13. Outlook 365
• Microsoft Graph API/sendMail: Attach reports in scheduled emails; config: to, subject, body.
3.14. Shopify
• Admin API: Access daily sales/orders reports; config: store URL, API permission.
3.15. Airtable
• Scripting Block/API: Aggregate sales/inventory data; config: base ID, schedule via automations.
3.16. Notion
• Notion API: Append data to databases/pages for reporting; config: parent page ID, content structure.
3.17. Trello
• Card Creation via API: Add reporting checklist/tasks; config: board ID, card details.
3.18. Monday.com
• API: Populate reporting dashboards, notify on update; config: board ID, item mapping.
3.19. Google Drive
• Drive API: Auto-organize (move/copy) report files; config: parent folder, file search.
3.20. MailChimp
• Campaign API: Send HTML report summaries to subscriber list; config: template, recipient segment.

Benefits

4.1. Removes repetitive manual reporting, saving staff hours.
4.2. Instantly notifies management, reducing business blind spots.
4.3. Supports data-driven decision-making and trend detection.
4.4. Centralizes information for easier auditing and review.
4.5. Boosts reporting accuracy and accountability.