Administrative and ReportingPurpose
1.2. Automator collates transaction, SKU, inventory, and revenue data into a concise report.
1.3. Automation ensures managers have real-time insights for staffing, inventory ordering, promotions, and forecasting.
1.4. Automatedly formats the summary in PDF, Excel, or dashboard format as required.
Trigger Conditions
2.2. Trigger on new sales data posted to POS or ERP system.
2.3. Automation executes if sales threshold or exception conditions are met.
2.4. Manual override via dashboard for ad hoc automating.
Platform Variants
• Function: “Schedule – Recurrence”; API: Office 365 Excel “List rows present in a table”; sample: Automate summary extraction at 9 PM.
3.2. Zapier
• Feature: “Schedule by Zapier”; Action: “Create Spreadsheet Row in Google Sheets”; sample: Automating logging results.
3.3. Google Apps Script
• Method: “Time-driven Trigger”; Function: “SpreadsheetApp.getActiveSpreadsheet()”; automates scripting daily reports.
3.4. Make (formerly Integromat)
• Module: “Google Sheets – Get Rows”; Scenario: Triggered daily; automates compilation, delivery via SMTP.
3.5. Workato
• Function: “Scheduler”; Action: “Read records from POS API”; automates report summarization and email.
3.6. Salesforce
• API: “Analytics REST API”; Feature: Scheduled Reports; automator runs at store close.
3.7. QuickBooks
• API: “Reports API – Profit and Loss”; Action: Automatedly fetch, email summaries.
3.8. Shopify
• API: “Admin API – Orders endpoint”; Automates daily pulling of sales data; Action: Reporting app webhook.
3.9. Oracle NetSuite
• SuiteScript: “Scheduled Script”; automating daily report generation.
3.10. Square
• API: “ListTransactions”; Platform: Automator fetches and formats sales data.
3.11. Lightspeed Retail
• API: “Reports API – End of Day Report”; Automated run, send via SMTP client.
3.12. Xero
• API: “Reports endpoint”; Automation: Fetch, automate delivery to finance.
3.13. FreshBooks
• API: “Get Sales Report”; Automates batch reporting for daily summary.
3.14. Sage Intacct
• API: “getAPISession”; Function: “readReport”; automation for scheduled emailing.
3.15. Slack
• API: “chat.postMessage”; Automation: Post daily summary to a dedicated channel.
3.16. Microsoft Teams
• Graph API: “Send message”; Automator posts automated summaries in reporting channel.
3.17. SendGrid
• API: “Mail Send”; Automates emailing PDF/Excel reports to recipient list.
3.18. Twilio
• Feature: “Programmable SMS”; Automating alert when report is available.
3.19. Tableau
• REST API: “Get Report”; Automates extraction of dashboards as images or PDFs.
3.20. Looker
• API: “run_look”; Scheduler automates sending summaries via email at set time.
3.21. MongoDB Realm
• Trigger: “Scheduled function”; Automator summarizes and uploads data to cloud.
3.22. Amazon S3
• API: “PutObject”; Automatedly deposit report files in secure storage.
3.23. Dropbox
• API: “Create File”; Automation saves daily reports for compliance.
3.24. Airtable
• API: “List Records”; Automating daily record fetch and summary calculation.
Benefits
4.2. Automating ensures zero missed reports, supporting data-driven daily decisions.
4.3. Automated notifications enable quick response to anomalies.
4.4. Report automator provides multi-format access and enhances transparency.
4.5. Scalability as store locations or franchises increase—automation centralizes reporting.
4.6. Automation enables integration with KPIs tracking and business intelligence tools.