Creating weekly/monthly/quarterly sales reports

Platform discussions
1

Hello,

Our company just switched to Monday, and I am tasked with creating sales reports from three different data streams - QBO, and 2 shopify stores. I was going to pull the data using Zapier, but am a little unclear on how to set it up so it is a functional report. Any help would be appreciated!

2

Hi @scoresfilm I suggest to take a look at the Analytics & Reports add-on which allows to configure custom reports and schedule them to be sent weekly/monthly/quarterly to the selected recipients.

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