Automated Monthly Square Sales Report via Email

This n8n workflow automates the process of generating monthly sales reports from Square and sending them via email. It is designed to run automatically on the first day of each month, fetching sales data from all your Square locations for the previous month. The workflow starts with a schedule trigger, which initiates the process, and retrieves location data from Square. For each location, it pulls completed orders within the last month, filters out locations without sales, and processes the order data to compile key sales metrics such as gross sales, net sales, taxes, discounts, tips, and tender breakdowns. The core of the workflow is a JavaScript code node that calculates these totals, ensuring they match Square’s sales summary. It then converts the summarized data into a CSV file, which is finally sent as an email attachment to the finance team or manager using Microsoft Outlook. This workflow is useful for automatically tracking sales performance, simplifying monthly reporting, and ensuring timely data sharing without manual effort.