Creating weekly/monthly/quarterly sales reports


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!

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.

You can learn more and signup for a free trial to give it a try with your own data.