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Prepare Sales CSV

Compile completed sales across locations into a daily CSV

Use this Agent instantly or customize it - no programming needed

Prepare yesterday's sales CSV
Reads
  • Daily run time
    Daily run time

    Your daily run time starts the report for the previous business day.

  • Reporting day settings
    Reporting day settings

    Your time zone and cutoff define which sales belong to the previous business day.

  • Included locations
    Included locations

    Your selection determines which active business locations appear in the report.

  • Active locations
    Active locations

    Your sales account identifies the active locations available for this report.

  • Completed orders
    Completed orders

    Your completed orders provide each location's sales amounts and order count.

  • Related payments
  • Completed refunds
    Completed refunds

    Your completed refunds show the returns to include in each location's totals.

  • Sales summary rules
    Sales summary rules

    Your chosen formulas and columns set the figures that appear in each row.

Sales platform
Sales platform

Your sales platform holds each location's completed orders, related payments, and refunds.
Collect each location's orders, payments, and refunds
Match records, remove duplicates, and calculate location totals
Did any location lack a complete sales summary?YesNo
Create the CSV with valid rows and an error section
Writes
  • a daily sales CSV
    a daily sales CSV

    Your CSV has a dated row for each summarized location and your chosen sales measures.

  • Sales data exceptions
    Sales data exceptions

    Your review list names incomplete locations and any excluded sales or refund IDs.

Create the dated CSV with one row per location
Writes
  • a daily sales CSV
    a daily sales CSV

    Your CSV has a dated row for each summarized location and your chosen sales measures.

This Agent runs each morning for the previous business day. It checks completed sales across your locations, then calculates totals using your rules. You get a dated CSV for your reporting spreadsheet.

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Airtable
Used as:
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Square
Used as:
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Kintone
Used as:
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Made for your industry

Prepare Sales CSV is made for businesses in these industries.

Made for your role

Prepare Sales CSV is made for people in these roles.

Made for your department

Prepare Sales CSV is made for people in these departments.

How Prepare Sales CSV works

3 steps, in order, on every run.

  1. Gather Completed SalesCollect completed sales for the previous business day across your chosen locations. Gather related payments and refunds.
  2. Calculate Location TotalsMatch payments and refunds to their locations. Apply your reporting rules, including zero-sales results for locations without completed sales.
  3. Prepare Sales CSVCreate a dated CSV with a summary row for each complete location. List incomplete locations and their reasons for review.

How to Get Started

Connect your tools

Connect the tools you already use, such as Airtable, Square or Kintone.

3 tools
Set your rules
  • Connect the sales account with permission to read locations, completed orders, payments, and refunds.
  • Set the daily run time, reporting time zone, business-day cutoff, and which active locations belong in the report.
  • Choose the CSV columns and sales-summary rules for gross sales, discounts, returns, net sales, taxes, tips, total collected, and order count so they match the owner's report.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Prepare Sales CSV:

Does this Agent update my reporting spreadsheet?

You get a CSV to add to your reporting spreadsheet. Importing it is a separate action.

Can I choose which locations and sales figures appear?

Yes. You choose the locations and business-day cutoff during setup. You also set the CSV columns and sales-summary rules.

What happens if a location has no sales or incomplete data?

You get a zero-sales row when a location has no completed sales. If data is incomplete, you get the location and reason for review.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.