Auto-generation of monthly inventory usage reports

Purpose

1.1. Automate collection, aggregation, and formatting of monthly inventory usage data to generate accurate reports for a cheesesteak restaurant.
1.2. Standardize reporting processes to provide actionable insights on monthly ingredient usage, wastage, and restocking needs.
1.3. Automatedly identify inventory trends to optimize ordering, reduce loss, and streamline supply chain management.
1.4. Enable decision-makers to automatedly access historical usage patterns, improving cost control and menu planning outcomes.

Trigger Conditions

2.1. Scheduled monthly time-based automation trigger (e.g., first day of month at 01:00 AM).
2.2. Triggered by the completion of stock entry logs for the previous month.
2.3. Manual automator trigger by supply managers via designated dashboard or app interface.

Platform Variants

3.1. Google Sheets
• Function: Use Sheets API to automate data aggregation and reporting templates configuration.
3.2. Microsoft Excel (via Office 365)
• Function: Automate report generation using Excel Online API’s workbook automation features.
3.3. Airtable
• Feature: Automate inventory base summarization with Airtable Automations and Scripting app.
3.4. QuickBooks
• API: Use Inventory Reports endpoint to automatedly extract data for custom report building.
3.5. Zoho Inventory
• Function: Zoho Inventory API automation for fetching consumption logs and rendering monthly reports.
3.6. SAP Business One
• Feature: Automate report runs through Inventory Management module’s built-in scheduler.
3.7. Oracle NetSuite
• API: Automate with SuiteScript to export monthly inventory transactions.
3.8. Slack
• API: Automated report notification via Scheduled Messages or Workflow Builder.
3.9. Smartsheet
• Function: Automated report builder using Smartsheet API for monthly roll-ups.
3.10. Notion
• API: Automatedly retrieve and summarize inventory databases for monthly summary pages.
3.11. FreshBooks
• API: Automate fetching of inventory outflows using Reports API.
3.12. SAP S/4HANA
• Function: Automate periodic report export with Inventory Analytics APIs.
3.13. Trello
• Power-Up: Automate cards checklist completion for inventory log, trigger reporting with Butler automation.
3.14. MongoDB
• API: Aggregation pipeline automation for inventory events, triggered monthly.
3.15. MySQL
• Script: Automate SQL report running via CRON and notification emailer.
3.16. Tableau
• Scheduled Task: Automatedly export monthly dashboards or data extracts via Tableau API.
3.17. Power BI
• Feature: Automate scheduled report runs and email delivery using Dataflows or API triggers.
3.18. Asana
• Automation: Automated task-based reminders for inventory log completion and report sharing.
3.19. Dropbox
• API: Automate saving and sharing report PDFs in designated folders.
3.20. REST API (Custom ERP)
• API: Automate GET endpoints for inventory transactions and POST to reporting module for generation and delivery.

Benefits

4.1. Automation saves time and reduces labor in report generation for restaurant operations.
4.2. Automates error-prone manual aggregation, improving data accuracy and report reliability.
4.3. Automating monthly reporting enhances forecasting and enables better inventory planning.
4.4. Automated access ensures decision-makers are never left waiting for critical data.
4.5. Automation enables scalable, replicable processes across multiple restaurant locations.