Daily sales and order summary reports sent to management

Purpose

 1.1. Automatically generate and distribute detailed daily sales and order summary reports to management.
 1.2. Ensure management receives timely, actionable insights for operational decisions.
 1.3. Collate data from POS, online, and delivery platforms into standardized summaries.
 1.4. Improve accuracy, save staff time, and increase data-driven performance visibility.

Trigger Conditions

 2.1. Trigger at scheduled time daily (e.g., end of business day, 11:59 PM).
 2.2. Optional manual trigger for ad-hoc report generation.
 2.3. Additional trigger on POS data finalization or batch close.

Platform Variants

 3.1. Square
  • Feature: Reports API
  • Setting: Configure "List Payments" endpoint, kpi aggregation, schedule to run post-close daily.

 3.2. Toast POS
  • Feature: Exports API
  • Setting: Automate "Daily Sales Report" export via webhook.

 3.3. Clover
  • Feature: Orders API
  • Setting: Fetch daily transactions by date, summarize metrics.

 3.4. Shopify
  • Feature: Admin API Orders endpoint
  • Setting: Filter orders by date, sum totals, trigger email send.

 3.5. Lightspeed
  • Feature: Reporting API
  • Setting: Schedule "Sales Data" retrieval and format via automation.

 3.6. Oracle Micros
  • Feature: Business Intelligence Export
  • Setting: Automate report pulls, send via email API.

 3.7. Olo
  • Feature: Orders API
  • Setting: Fetch all orders for the day, aggregate data points before dispatch.

 3.8. Grubhub for Restaurants
  • Feature: Sales Report download automation
  • Setting: Login automation, pull CSV, dispatch processed summary.

 3.9. Uber Eats Restaurant Dashboard
  • Feature: API or scheduled CSV export
  • Setting: Automate login, download, extract, summarize.

 3.10. Google Sheets
  • Feature: Scheduled Scripts
  • Setting: Use Apps Script trigger to pull in data, compile daily summary, email out.

 3.11. Microsoft Excel Online
  • Feature: Power Automate Flow
  • Setting: Fetch inputs, run macro to summarize, email attachment.

 3.12. Gmail
  • Feature: Scheduled email send
  • Setting: Use API to send daily attachment to management group.

 3.13. Outlook/Exchange
  • Feature: Automated email rules
  • Setting: Use Power Automate, trigger on report generation, direct to recipients.

 3.14. Slack
  • Feature: Incoming Webhook
  • Setting: Post formatted summary to management channel daily.

 3.15. Microsoft Teams
  • Feature: Automated channel post
  • Setting: Use connector or API to deliver summary message to team.

 3.16. Dropbox
  • Feature: File upload API
  • Setting: Script upload of report to shared team folder, email link.

 3.17. Google Drive
  • Feature: File push
  • Setting: API-driven upload to management folder with permission alert.

 3.18. AWS SES
  • Feature: Email send
  • Setting: Email report PDF or CSV as scheduled at set time.

 3.19. SendGrid
  • Feature: Transactional email send
  • Setting: REST API call with attached daily report.

 3.20. Twilio SMS
  • Feature: Messaging API
  • Setting: Daily summary SMS with metrics to management phones.

 3.21. QuickBooks
  • Feature: Reports API
  • Setting: Daily financial report auto-trigger and team send.

 3.22. Xero
  • Feature: Reports endpoint
  • Setting: Pull order income/totals, dispatch summary to management.

 3.23. Notion
  • Feature: Database API
  • Setting: Append daily report, ping management via mention.

 3.24. Trello
  • Feature: Card creation API
  • Setting: Daily summary as new card in "Reports" board.

Benefits

 4.1. Eliminates manual report creation.
 4.2. Delivers consistent, timely insights.
 4.3. Minimizes human error in reporting.
 4.4. Frees staff for guest service and operations.
 4.5. Centralizes performance tracking and decision support.