Reporting & AnalyticsPurpose
1.2. Enable decision-makers to receive actionable insights via configurable channels.
1.3. Reduce manual reporting effort and increase data reliability.
1.4. Visualize financial and member growth KPIs for goal tracking and trend analysis.
1.5. Archive each report for compliance and year-on-year comparison.
Trigger Conditions
2.2. Availability of finalized payment transactions and attendance data for the month.
2.3. Custom: On-demand via secure webhook request by authorized personnel.
Platform Variants
• API: Sheets API — Read transaction logs, membership enrollments, cancellations.
• Sample: Configure API read for range 'A1:F500', tab 'Transactions'.
3.2. QuickBooks
• API: Reports API — Fetch monthly revenue data, filter by class type.
• Sample: API endpoint GET /v3/company/{companyId}/reports/ProfitAndLoss.
3.3. Xero
• Endpoint: GET Reports/ProfitAndLoss — Extract monthly sales and customer count.
• Sample: Use filter period=month, tracking=AerialDance.
3.4. Stripe
• API: Balance Transactions & Customers — Aggregate revenue by class/plan, count new subscriptions.
• Sample: GET /v1/balance_transactions?created[gte]=firstOfMonth&till=endOfMonth.
3.5. Mindbody
• API: GET Sales, GET Clients — Retrieve class revenue and member adds/losses.
• Sample: Use classTypeId=AeroDance, startDate, endDate params.
3.6. Mailchimp
• Feature: Campaign Report API — Email monthly summary to stakeholders.
• Sample: POST /3.0/campaigns/{id}/actions/send.
3.7. Slack
• API: chat.postMessage — Push report notifications in analytics channel.
• Sample: Configure channel=#executive-reports; text=“Monthly Aero Dance Report attached”.
3.8. Microsoft Teams
• Endpoint: webhook — Send adaptive card with revenue/membership figures.
• Sample: POST data to Teams connector webhook URL.
3.9. Google Data Studio
• Feature: Data Source Refresh — Auto-update dashboard with new period’s metrics.
• Sample: Scheduled refresh linked to Sheets or BigQuery source.
3.10. Tableau
• API: Tableau REST API, Data Sources — Publish refreshed extracts programmatically.
• Sample: Use Publish Extract command with monthly.csv.
3.11. Power BI
• API: Datasets API — Push data rows or trigger dataset refresh.
• Sample: POST /v1.0/myorg/datasets/{datasetId}/refreshes.
3.12. Zapier
• Feature: Schedule & Webhooks — Automate trigger and data collection chain.
• Sample: Schedule “Every month, first day, 12:05am”, webhook to start flow.
3.13. Airtable
• API: List Records — Summarize sales/membership from custom base.
• Sample: GET /v0/appId/TableName?filterByFormula=Month=CurrentMonth.
3.14. Zoho Analytics
• API: Import Data, Query Tables — Collect and visualize report metrics.
• Sample: Import monthly export to “AeroDanceRevenue” workspace.
3.15. FreshBooks
• API: GET Invoices — Aggregate completed invoices for the period.
• Sample: GET /accounting/account/{accountId}/invoices/invoices?status=paid&period=month.
3.16. Pipedrive
• API: Deal List — Export closed revenue data tagged “Aero Dance Class”.
• Sample: GET /v1/deals?filter_id=aero_dance_closed.
3.17. Monday.com
• API: Boards/Items — Count new members & payments on project board.
• Sample: Query item where group=“Aero Members”, created_this_month=true.
3.18. Notion
• API: Database Query — Extract class registrations and payment completion.
• Sample: POST /v1/databases/{databaseId}/query, filter for the last month.
3.19. Salesforce
• API: Reports and Dashboards — Pull monthly closed revenue and contact growth.
• Sample: SOQL: SELECT SUM(Amount), COUNT(ContactId) WHERE Product=”Aero Dance”.
3.20. Dropbox
• API: /files/upload — Archive generated report PDF in designated folder.
• Sample: POST /2/files/upload path=”/Reports/AeroDance_MMYYYY.pdf”.
3.21. Trello
• API: Card Comments/Attachments — Notify and attach report to “Financial Review” board.
• Sample: POST /1/cards/{id}/attachments, attach monthly PDF.
3.22. Google Calendar
• API: Events — Create reminder event for report review meeting.
• Sample: POST /calendars/primary/events, with summary and PDF link.
3.23. ActiveCampaign
• API: Email Campaign — Distribute report to subscriber list.
• Sample: POST /api/3/campaigns/send, content=custom monthly metrics.
3.24. Asana
• API: Task Creation — Task assigned to finance manager for review.
• Sample: POST /tasks, with due_on=report release day and brief.
Benefits
4.2. Multi-channel distribution supports instant, actionable review by all stakeholders.
4.3. Historical archiving aids compliance, transparency, and performance benchmarking.
4.4. Scalability for additional analytic dimensions or data integrations without extra manual input.