Automated daily sales reports and analytics

Purpose

 1.1. Deliver automated, daily sales reports to management teams of pet-friendly cafés, including gross sales, best-selling products, payment methods, time-of-day trends, and customer categories.
 1.2. Aggregate, analyze, and visually present transaction and analytics data for timely strategic decisions and inventory optimization.
 1.3. Ensure compliance, transparency, and reduction of manual reconciliation and reporting errors.
 1.4. Enable easy delivery of analytics via email, messaging, or dashboard notifications.

Trigger Conditions

 2.1. POS systems recording and closing daily transactions.
 2.2. End of business hours (scheduled time trigger, e.g., 11:30pm daily).
 2.3. Manual on-demand report request from managers.
 2.4. API/webhook event when transaction log is updated.
 2.5. Receipt of confirmation for stock close or staff log-out.

Platform Variants

 3.1. Square POS
  • Feature/Setting: Reports API — schedule “List Payment Reports by Day”.

 3.2. Shopify POS
  • Feature/Setting: Analytics API endpoint “GET /admin/api/xxxx/sales.json” scheduled via webhook.

 3.3. Lightspeed Retail
  • Feature/Setting: Retail API “GET Sales” — cron job routine to extract EOD figures.

 3.4. Toast POS
  • Feature/Setting: Partner Connect “Send daily summary via Webhook POST”.

 3.5. Clover
  • Feature/Setting: Orders API — configure ‘event daily summary’ for automated export.

 3.6. Vend (by Lightspeed)
  • Feature/Setting: Reporting webhooks for daily sales; export to Google Sheets API.

 3.7. Revel Systems
  • Feature/Setting: Reports API — trigger “Daily Summary Report”.

 3.8. SquareSpace Commerce
  • Feature/Setting: Order Export API for scheduled daily export function.

 3.9. Stripe
  • Feature/Setting: Scheduled Report “Balance Transaction Details” via API.

 3.10. PayPal
  • Feature/Setting: Transaction Reporting API — automate “Activity Download”.

 3.11. Xero
  • Feature/Setting: Accounting API — “GET Invoices” filtered by date for daily sales.

 3.12. QuickBooks Online
  • Feature/Setting: Reports API — “GET Profit and Loss” by configured interval.

 3.13. Slack
  • Feature/Setting: Incoming Webhook — push summary message triggered daily.

 3.14. Google Sheets
  • Feature/Setting: Sheets API append + schedule via Time-Driven trigger.

 3.15. Power BI
  • Feature/Setting: REST API “Push Dataset” with JSON payload each night.

 3.16. Tableau
  • Feature/Setting: Tableau REST API — “Publish Extract” for daily dashboards.

 3.17. Zoho Analytics
  • Feature/Setting: API “Add Data” endpoint with timed execution.

 3.18. Gmail
  • Feature/Setting: Gmail API “Send Mail” with automated CSV report as attachment.

 3.19. SendGrid
  • Feature/Setting: Mail Send API — trigger "Send Transactional Email" with report.

 3.20. Microsoft Teams
  • Feature/Setting: Teams Webhook Connector — automated summary post.

 3.21. Trello
  • Feature/Setting: Card creation via API for each EOD report.

 3.22. Monday.com
  • Feature/Setting: Create item/API — daily report sent as new task/note.

 3.23. Dropbox
  • Feature/Setting: Automate “Upload File” of daily generated report via API.

Benefits

 4.1. Eliminates manual, error-prone sales reporting; increases reliability.
 4.2. Delivers timely insights to management for faster, data-driven decisions.
 4.3. Cross-platform coverage; easily integrates with existing POS and analytics stack.
 4.4. Automated report archiving and secure, trackable distribution.
 4.5. Enhances compliance, transparency, and audit-readiness for all daily transactions.