Sales report generation and distribution

Purpose

1.1. Automate generation and delivery of periodic sales reports for agricultural product wholesalers to ensure timely insights on orders, inventory, revenue trends, and product performance.
1.2. Integrate sales data from multiple sources, compile it into structured reports (PDF, Excel), schedule and deliver reports via email, cloud storage, or messaging; enable management and stakeholders to make prompt decisions based on real-time information.

Trigger Conditions

2.1. Time-based trigger (e.g., end of day, week, month).
2.2. Completion of sales cycle or batch processing in the ERP/CRM system.
2.3. Manual batch trigger by authorized user via dashboard/button.
2.4. On reaching a sales milestone or threshold.

Platform Variants

3.1. Microsoft Power Automate
• Function: Schedule cloud flow; Connectors: Excel Online, SQL Server (Get rows); Action: PDF creation; Send email (Outlook API).
3.2. Zapier
• App: Google Sheets (New or Updated Spreadsheet Row); Formatter (Create report); Gmail (Send email).
3.3. Google Apps Script
• Trigger: Time-driven; Script: Aggregate sheet data, build report, EmailApp.sendEmail().
3.4. AWS Lambda
• Event: CloudWatch Events rule; Logic: Pull from RDS, Generate report, SES sendEmail().
3.5. Make (formerly Integromat)
• Scenario: Watch Docs in Google Drive, process via Doc Generator, Email via SMTP.
3.6. HubSpot
• Workflow: Scheduled workflow; Action: Generate custom report API; Deliver via email workflow step.
3.7. Salesforce
• Flow Builder: Scheduled flow; Apex: Query & generate report; Email alert action to stakeholders.
3.8. Smartsheet
• Automation: Time-based trigger; Generate Sheet Summary Report; Email distribution via Notification.
3.9. Tableau
• Schedule Extract Refresh; Report generation; Email via Tableau Subscriptions feature.
3.10. Qlik Sense
• Scheduled task: NPrinting (Report Module) for PDF/XLS; Distribute by email or share link.
3.11. Google Data Studio
• Scheduled Email Delivery: Automated sending of PDF snapshot to user list.
3.12. SAP Business One
• Crystal Reports: Scheduled batch report generation; Send via SAP Mailer.
3.13. Oracle NetSuite
• Saved Search: Create sales report; Schedule Email Delivery using SuiteAnalytics Scheduler.
3.14. QuickBooks Online
• Report Automation: Schedule Sales Report export; Send via QBO email system.
3.15. Freshdesk
• Automations: Dispatch periodic sales report attachment via Automations & Email channel.
3.16. Pipedrive
• Scheduler: Generate Custom Reports; Email dispatch via Pipedrive Scheduler API.
3.17. Dropbox
• API: Upload generated report; Share via Dropbox shared links API or Send via email trigger.
3.18. Slack
• Incoming Webhook: Post PDF/link of daily sales report to specified channel.
3.19. Mailgun
• API: Use /messages endpoint to deliver generated report as attachment to recipients.
3.20. SendGrid
• API: Mail Send endpoint, attach PDF/Excel, deliver to distribution list.
3.21. Twilio SendGrid
• Action: Send sales report email with attachments; Track deliveries and bounces via API.

Benefits

4.1. Removes manual steps, saving time, eliminates reporting errors, accelerates management insight.
4.2. Ensures stakeholders always have up-to-date sales performance data at scheduled intervals.
4.3. Supports scalable reporting as sales and data volume grow.
4.4. Reduces risk of oversight with reliable, automated delivery and robust logging.
4.5. Strengthens decision-making with timely, consistent access to detailed analytics and trends.