Automated daily sales report generation

Purpose

1.1 Automate the compilation, aggregation, and formatting of daily sales data across POS, inventory, and accounting systems for contemporary Louisiana restaurants.
1.2 Ensure automated delivery of standardized sales reports to management and compliance stakeholders each business day for real-time financial visibility.
1.3 Facilitate compliance by automating financial documentation required for audits and tax filings in the food & beverage industry.
1.4 Reduce manual intervention, eliminate data entry errors, and automate cross-checks between sales and payment records to enhance accuracy.

Trigger Conditions

2.1 Scheduled time trigger: automation runs every day after business closing (e.g., 2am).
2.2 POS system daily closeout: automation triggers when registers are finalized.
2.3 Inventory sync completion: trigger automation after inventory update batch ends.
2.4 API/webhook event: trigger automation upon export or close command in business systems.

Platform Variants

3.1 Square
• Feature/Setting: Sales API — configure automated daily sales summary endpoint.
3.2 Toast POS
• Feature/Setting: Data Export — schedule automated CSV/API sales exports post close.
3.3 Revel Systems
• Feature/Setting: Automated Reports Scheduler — automate daily sales/transaction data pulls.
3.4 Clover
• Feature/Setting: Reports API — automate GET on 'payments' for date range.
3.5 Lightspeed
• Feature/Setting: Reporting API — automate 'sales report' route for daily closure.
3.6 QuickBooks
• Feature/Setting: Accounting API — automate 'SalesReceipt' endpoint for daily income entries.
3.7 Xero
• Feature/Setting: Reports Endpoint — automate 'Sales Summary' pull at set time.
3.8 FreshBooks
• Feature/Setting: Automated Export — automate sales and invoice reports via API.
3.9 Google Sheets
• Feature/Setting: Automation — use Apps Script to automate pull and formatting of sales rows.
3.10 Microsoft Excel Online
• Feature/Setting: Office Scripts — automate import and formatting of daily sales.
3.11 Zapier
• Feature/Setting: Scheduler — automate workflow to fetch, process, and deliver reports.
3.12 Integromat
• Feature/Setting: Scenarios — automate data aggregation and email delivery of sales reports.
3.13 Dropbox
• Feature/Setting: Automated File Upload — automate sales report save to shared folder.
3.14 Google Drive
• Feature/Setting: Scheduled Upload — automate daily sales report export to Drive.
3.15 Outlook
• Feature/Setting: Automated Email Delivery — automate sales report email to stakeholders.
3.16 Gmail
• Feature/Setting: Scheduled Send — automate sending daily sales reports by email.
3.17 Slack
• Feature/Setting: Bots/Webhook — automate posting of sales summaries to finance channel.
3.18 Microsoft Teams
• Feature/Setting: Connector — automate sending daily sales reports to management channel.
3.19 Sage Intacct
• Feature/Setting: Reporting API — automate GL and sales transaction data pulls daily.
3.20 SAP Business One
• Feature/Setting: Service Layer API — automate daily sales extraction for compliance.
3.21 Tableau
• Feature/Setting: REST API Data Refresh — automate pulling and updating sales dashboards.
3.22 Power BI
• Feature/Setting: API Dataset Refresh — automate sync and visualization of sales data.

Benefits

4.1 Automates error-prone data collection and report aggregation workflows.
4.2 Frees management from manual report generation; reports are automatedly delivered each day.
4.3 Enhances compliance and audit readiness by automating record-keeping.
4.4 Supports near real-time decision making by automating end-of-day data availability.
4.5 Boosts productivity and morale by removing repetitious reporting tasks through automation.
4.6 Enables scaling as the restaurant grows, since automation is systematized and automatable.