Daily, weekly, or monthly sales and financial reporting

Purpose

1.1. Automatically generate and distribute detailed sales and financial reports (daily, weekly, monthly) for an antique store, consolidating POS, e-commerce, and accounting data, reducing manual data handling, improving accuracy, and providing real-time insights for inventory, revenue trends, and cash flow monitoring.
1.2. Facilitate compliance, optimize restocking, track collectible category performance, and provide actionable analytics for business decision-making.

Trigger Conditions

2.1. Time-based schedule: Trigger at specified times (e.g., every day at 8 pm, every Monday 7 am, or 1st of every month).
2.2. Data update: Trigger when new sales/transaction data is entered in a connected POS or e-commerce system.
2.3. Manual override: Trigger on demand via webhook/push button for ad-hoc reporting.

Platform Variants

3.1. Shopify
• Feature/Setting: “Order Reports” API — Connect “GET /admin/api/2023-01/orders.json” scheduled call for daily summary.
3.2. Square POS
• Feature/Setting: “ListPayments” function — Scheduled API request; extract daily sales and export to report generator.
3.3. QuickBooks Online
• Feature/Setting: “Reports API” — Invoke “Profit and Loss” report by date range.
3.4. Xero
• Feature/Setting: “Reports – GET /reports/ProfitAndLoss” — Scheduled polling for financial data.
3.5. Google Sheets
• Feature/Setting: “Append values” — Populate spreadsheet report via “sheets.spreadsheets.values.append”.
3.6. Microsoft Excel 365
• Feature/Setting: “Run script” — Automate workbook creation with “Workbook Scripts” triggered by Power Automate.
3.7. WooCommerce
• Feature/Setting: “GET /reports/sales” REST API — Retrieve sales statistics by period.
3.8. Zapier
• Feature/Setting: “Schedule” trigger + “Formatter” + “Email by Zapier” for PDF/CSV distribution.
3.9. Mailchimp
• Feature/Setting: “Campaigns API” — Auto-send scheduled report emails with attachments.
3.10. Slack
• Feature/Setting: “chat.postMessage” API — Deliver report summary to designated channel.
3.11. Airtable
• Feature/Setting: “Automations: Run a script” — Insert and summarize new sales data.
3.12. Notion
• Feature/Setting: “Databases: Query” — Auto-update dashboards and send reminders for reporting.
3.13. Trello
• Feature/Setting: “Create Card” — Create report task cards with summary attached weekly.
3.14. Salesforce
• Feature/Setting: “Reports and Dashboards API” — Extract and deliver custom summary report.
3.15. GMail
• Feature/Setting: “Send Email” (OAuth2 SMTP) — Distribute report to managers.
3.16. Dropbox
• Feature/Setting: “Files: Upload” — Save report files in a date-specific folder.
3.17. Zoho Books
• Feature/Setting: “Profit and Loss API” — Generate and fetch scheduled financial reports.
3.18. Amazon S3
• Feature/Setting: “PutObject” — Archive report PDFs to cloud directory.
3.19. Power BI
• Feature/Setting: “Dataset refresh” — Triggered by new export, send alert for updated visual dashboard.
3.20. FreshBooks
• Feature/Setting: “Accounting Reports API” — Call for specific period’s income statements.
3.21. Tableau
• Feature/Setting: “REST API: Refresh Extract” — Schedule dataset refresh on new values detected.
3.22. Monday.com
• Feature/Setting: “Create Update” — Post sales summary as an item update on operations board.
3.23. Asana
• Feature/Setting: “Create Task” API — Assign report review and link generated file.

Benefits

4.1. Eliminates manual report generation and delivery overhead.
4.2. Enhances timeliness, ensuring leadership and staff are always informed.
4.3. Minimizes error risk from manual data entry and collation.
4.4. Supports compliance and audit readiness with systematic archiving.
4.5. Enables quicker business insights and prompter response to trends or issues.