Automated daily, weekly, and monthly sales reports

Purpose

1.1. Automate the compilation, aggregation, and delivery of sales data for a police supply store, providing detailed daily, weekly, and monthly sales reports to finance teams and management for real-time operational intelligence, forecasting, and compliance.
1.2. Automatedly streamline sales performance tracking, inventory turnover rates, product category breakdowns, and invoice reconciliation without manual intervention.
1.3. Automating safe archival and on-demand access to historical sales reports for audits, budgets, and executive dashboards.

Trigger Conditions

2.1. Automatically trigger automation at set calendar intervals: daily at closing, weekly every Sunday, and monthly on the 1st.
2.2. Automate triggers on new transaction confirmations, POS batch close, or system log updates.
2.3. Automating triggers from sales database change events or external API callbacks.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Automate scheduled flows; configure Excel Online API for sales data extraction and Outlook for automated report emails.
3.2. Google Workspace (Sheets + Apps Script)
• Feature/Setting: Automating Google Apps Script triggers for scheduled data pulls and Drive API for automated report storage.
3.3. Zapier
• Feature/Setting: Schedule automation, connect POS systems’ API (e.g., Lightspeed, Square), and automate Gmail report sends.
3.4. Make (Integromat)
• Feature/Setting: Automated HTTP modules with FreshBooks/Square APIs, automate Google Drive upload.
3.5. Salesforce
• Feature/Setting: Automator Flow Builder to trigger report runs and automate email/push notifications.
3.6. QuickBooks Online
• Feature/Setting: Automated Reports API, schedule delivery to specified emails or cloud storage.
3.7. Xero
• Feature/Setting: Reports endpoint of API, automate regular output to SFTP and SharePoint.
3.8. Shopify
• Feature/Setting: Scheduled Reports App, automate sales report email or integration with Slack API.
3.9. Lightspeed Retail
• Feature/Setting: Automated reports via Custom Reports API; automate sFTP export.
3.10. Square
• Feature/Setting: Orders API and automated reports endpoint; automate data pull and secure email.
3.11. Smartsheet
• Feature/Setting: Automated workflows for recurring report generation and document repository updates.
3.12. Tableau
• Feature/Setting: Tableau Prep automation with Extract API, scheduled upload to Tableau Online.
3.13. Looker
• Feature/Setting: Automating Looker Scheduler for PDF/CSV sales report delivery.
3.14. Domo
• Feature/Setting: Automated Dataset Connector for POS, scheduled Card exports to S3 or email.
3.15. AWS Lambda
• Feature/Setting: Cron-based triggers, automate sales report compilation with API Gateway integration.
3.16. Google BigQuery
• Feature/Setting: Scheduled Queries, automate report creation and output to Google Cloud Storage.
3.17. Oracle NetSuite
• Feature/Setting: Automated SuiteAnalytics reports, automate emailing to stakeholders.
3.18. Slack
• Feature/Setting: API workflow for automated report delivery as message or PDF.
3.19. SendGrid
• Feature/Setting: Automated transactional email sends for report PDFs using Template API.
3.20. Dropbox
• Feature/Setting: Automate new file uploads and notification triggers for saves to shared folders.

Benefits

4.1. Automating reports saves hours of manual work and eliminates errors.
4.2. Automated insights accelerate finance decision-making and inventory optimization.
4.3. Real-time, automated access to sales data enhances audit-readiness and compliance.
4.4. Automated archiving and search make retrieving past reports instant and paperless.
4.5. Reduces operational friction and automates multi-channel report sending to key stakeholders.