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Live Feed - Overview

Written by Treez Support

Live Feed Reports provide near real-time operational and financial visibility across your organization. You can monitor sales performance, review end-of-day financial activity, and generate reorder recommendations for inventory planning.

Sales and End-of-Day reports can be scheduled for automated email delivery.

What’s included

  • Sales Report: Multi-store sales performance with KPI summary cards and store-level breakdown.

  • End-of-Day Report: Accounting-focused closeout view including income, payments, taxes, and category summaries.

  • (Coming Soon) Reorder Report: Inventory planning recommendations based on sales velocity and on-hand inventory.

  • (Coming Soon) Restocking Report: Inventory restocking report based on the sales floor low inventory.

  • Scheduled Email Delivery (Sales & End-of-Day): Automatically email reports to a designated distribution list.

Key capabilities

  • Multi-store visibility with consistent KPIs and detailed breakdown tables

  • Export options: CSV & Excel export, Print/Save PDF

  • Email scheduling window: deliveries can be scheduled between 6:00 PM and 5:00 AM, with a selectable time zone

  • Clear freshness metadata shown on report output (e.g., cache updated)


Important: date logic for scheduled emails

  • To maintain consistency for closeout workflows:

    • Emails sent before midnight include same-day results.

    • Emails sent after midnight (within the delivery window) still include the prior business day’s results.

Availability

Live Feed Reports are available in Retail Analytics under the Live Feed primary tab.

Scheduled email delivery is available for Sales and End-of-Day reports.

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