Daily/weekly/monthly report generation and distribution

Purpose

1.1. Automate the recurring generation, formatting, and distribution of sales, inventory, margin, expense, cash flow, and reconciliation reports for flooring retailers.
1.2. Automator gathers raw financial/transaction records across POS, inventory, CRM, and accounting systems.
1.3. Automatically compiles KPI dashboards, performance summaries, and compliance analytics into standardized or custom report templates.
1.4. Distributes automated reports via email, cloud folders, or messaging to allowed internal/external recipients.
1.5. Enables audit trails, painless forecasting, automated error-checking, and real-time business intelligence for flooring stores.

Trigger Conditions

2.1. Automated calendar schedule: daily at close (e.g., 10 p.m.), weekly (Sunday 11:59 p.m.), monthly on last business day.
2.2. Manual administrator action from dashboard or mobile app.
2.3. Event-based triggers: new data imported, threshold crossed (e.g., sales down 10%), or completed inventory cycle.
2.4. External system webhook triggers from accounting or POS software indicating period end.

Platform Variants

3.1. Google Sheets
• Feature/Setting: Apps Script automation to trigger generation; use Sheets API for data fetch/export.
• Sample: Configure Apps Script scheduled triggers and Drive file sharing automation.
3.2. Microsoft Excel (via Power Automate)
• Feature/Setting: Configure Power Automate flows with Excel Online (Business) connectors for report creation and email output.
• Sample: Automatedly schedule "Add row" or "Create table" actions, then email as PDF.
3.3. QuickBooks Online
• Feature/Setting: Use Reports and API to programmatically export P&L, balance sheets, and customized reports.
• Sample: Automate "reports.get" and "reports.send" API calls on schedule.
3.4. Xero
• Feature/Setting: Xero API with "GET Reports" and "Email Report" actions configured in automator.
• Sample: Scheduled API calls fetching financial reports for distribution.
3.5. SAP Business One
• Feature/Setting: Use Service Layer API to schedule report extraction and SFTP delivery.
• Sample: Automated report generation with delivery to secure folder.
3.6. Zoho Books
• Feature/Setting: Zoho Books API – automate the "Get Reports" and "Send Report as Email" endpoints.
• Sample: Configure workflows to execute by date/time trigger.
3.7. NetSuite
• Feature/Setting: SuiteTalk Web Services API for automated report generation and distribution tasks.
• Sample: Scheduled scripts for pulling financial statements.
3.8. Salesforce
• Feature/Setting: Salesforce Reports API and Process Builder for automated exporting and delivery.
• Sample: Automate "Subscribe to Report" with action (send file/email).
3.9. Smartsheet
• Feature/Setting: Use Smartsheet API for automated report assembly and share/notify actions.
• Sample: Setup recurring export and distribution events.
3.10. Power BI
• Feature/Setting: Power BI REST API with "Export To File" and "Send Report" for scheduled sharing.
• Sample: Automate report creation uploads and send via email.
3.11. Tableau
• Feature/Setting: Tableau Server REST API triggers and "Email Subscription" for report scheduling.
• Sample: Use automator to set up recurring deliveries.
3.12. Slack
• Feature/Setting: Slack API, automated alerts to channels or users with links/report attachments.
• Sample: Flow posts summary or PDF/CSV directly to #finance.
3.13. SendGrid
• Feature/Setting: Automate transactional email API to deliver reports to addresses in distribution list.
• Sample: Trigger "Send Email" per report generated.
3.14. Dropbox
• Feature/Setting: Dropbox API for automated uploads to shared folders.
• Sample: Automate move/copy of newly created reports for team access.
3.15. OneDrive
• Feature/Setting: Automator posts reports into designated shared folders via Microsoft Graph API.
• Sample: Scheduled saving of files with notification sent out.
3.16. SharePoint
• Feature/Setting: SharePoint REST API configures automated uploads and group notifications.
• Sample: Workflow deposits reports in document library.
3.17. Pipedrive
• Feature/Setting: Pipedrive Reports API for scheduled pulls, automation for team delivery.
• Sample: Fetch deal reports, email via workflow.
3.18. FreshBooks
• Feature/Setting: Automated FreshBooks API calls for report export/distribution.
• Sample: Templated triggers based on period end.
3.19. Trello
• Feature/Setting: Trello automation to attach or link financial report cards on schedule.
• Sample: Automated posting to shared tracking boards.
3.20. Monday.com
• Feature/Setting: Monday.com integrations for automated report files/updates in dashboards.
• Sample: Schedule auto-imports or create new board items.
3.21. Mailgun
• Feature/Setting: Automated email API for daily/weekly/monthly report batch delivery.
• Sample: Bulk send reports to recipients securely.
3.22. HubSpot
• Feature/Setting: HubSpot workflows triggering automated report sharing using file/email actions.
• Sample: Send monthly KPIs to contacts.

Benefits

4.1. Automatedly reduces manual collation, errors, and report labor by up to 90%.
4.2. Enables real-time and on-time performance visibility for agile decision making.
4.3. Accelerates compliance, audits, and trend analysis by automating data cycles.
4.4. Custom automators adapt to franchise/branch, CFO, or store manager with role-based distribution.
4.5. Streamlines data-driven action, increasing retail flooring competitiveness through automated intelligence.