Reporting for daily, weekly, and monthly revenue

Purpose

1.1. Automate generation and delivery of daily, weekly, and monthly revenue reports for aerobics instructors, ensuring financial oversight, tracking business growth, and supporting compliance.
1.2. Aggregate payment data from multiple sources, calculate totals, visualize trends, and send actionable insights automatically to designated recipients.
1.3. Enable time-saving, accurate, consistent reporting to support decision-making, tax, payroll, and business strategy.

Trigger Conditions

2.1. Recurring time triggers: Set at end of day, week, or month by system clock.
2.2. New payment entries: Detected in accounting platform or payment processor.
2.3. Manual trigger: On-demand report request by instructor or finance manager.

Platform Variants

3.1. Stripe
• Feature/Setting: Use "List Charges" API with date filters; configure automatic report generation.
3.2. PayPal
• Feature/Setting: "Transaction Search" API; schedule to extract relevant transactions.
3.3. Square
• Feature/Setting: "List Payments" endpoint; configure with custom period parameters.
3.4. QuickBooks
• Feature/Setting: Reports API; schedule custom sales transactions report.
3.5. Xero
• Feature/Setting: Use "Reports API – Account Transactions"; automate scheduling via webhooks.
3.6. Zoho Books
• Feature/Setting: "Invoices API" combined with "Reports API"; automate filtered exports.
3.7. Wave
• Feature/Setting: Use exports for sales and payment data, automated via HTTP requests.
3.8. FreshBooks
• Feature/Setting: Automate "Invoices List" endpoint and filter by payment date.
3.9. Google Sheets
• Feature/Setting: Use "IMPORTDATA" scripts; time-driven triggers for running revenue calculations.
3.10. Microsoft Excel Online
• Feature/Setting: Use "Get Rows" from specific sheets via Graph API, filter by dates.
3.11. Mailchimp
• Feature/Setting: Trigger "Send Email" API with attached report PDF to designated contacts.
3.12. Slack
• Feature/Setting: Schedule "chat.postMessage" API to deliver summary to selected channels.
3.13. Microsoft Teams
• Feature/Setting: Automate "Send message" via Graph API to finance/ops group.
3.14. Salesforce
• Feature/Setting: "Reports and Dashboards API", export revenue reports on schedule.
3.15. HubSpot
• Feature/Setting: Use "Email API" to distribute custom reports.
3.16. Notion
• Feature/Setting: Populate report page via API on time trigger.
3.17. Airtable
• Feature/Setting: Run "List Records" for payments table, aggregate and send results.
3.18. Trello
• Feature/Setting: Create daily/weekly cards with revenue summary using "Create Card" API.
3.19. Dropbox
• Feature/Setting: Upload generated report via "Upload" API to shared folder.
3.20. Google Drive
• Feature/Setting: Save/export automated reports via "Upload File" API.

Benefits

4.1. Eliminates manual effort in compiling reports, maximizing instructor productivity.
4.2. Increases reporting frequency and consistency for better business monitoring.
4.3. Enhances accuracy, reducing errors from manual data entry.
4.4. Supports transparency for stakeholders, facilitating audits and strategic reviews.
4.5. Enables timely financial decision-making based on up-to-date revenue data.