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Reportopia

Under 100 SLOC!! 📊 Welcome to Reportopia! An automated modular reporting tool for Google Sheets that generates stunning daily reports and saves them as PDFs! and automates mails!! 📄✨

🧾 Automated Daily Report Script

🚀 This Google Apps Script generates daily PDF reports from a Google Sheet, sends them via email, and stores them in Google Drive. 📊📧✨

🛠 Use Case

This script is perfect for anyone who needs to automate daily reports or receipts, like:

  • Tracking daily receipts and expenses.
  • Automatically sending email reports to a list of recipients. 📩
  • Generating PDF summaries and saving them to Google Drive. 📂

Example: Small bussiness that needs a receipt system and or keep track of finances

💡 How It Works

  1. Fetches data from your Google Sheets (Daily Receipts & Daily Expenses).
  2. Formats the data into an HTML report with time zones for different regions. 🌍🕰 Uses (California & Dhaka), you can change these to your liking.
  3. Sends the report via email to a list of recipient emails. ✉️
  4. Creates PDF versions of the receipts and expenses, then saves them to Google Drive. 📄
  5. Optionally, clears the sheet data (except headers) to prepare for the next day's entries. 🧹

🧑‍💻 How to Set It Up

1. Add the Script to Your Google Apps Script Project

  • Open your Google Sheets.
  • Go to Extensions > Apps Script.
  • Paste the script code into your Apps Script project.

2. Update the Configuration

You'll need to configure a few variables to match your setup. Look for the following section in the script:

var config = {
  spreadsheetId: SpreadsheetApp.getActiveSpreadsheet().getId(), // Spreadsheet ID
  dailyReceiptsSheetName: "Daily_Receipts", // Replace with your receipts sheet name
  dailyExpensesSheetName: "Daily_Expenses", // Replace with your expenses sheet name
  receiptsFolderId: "YOUR_FOLDER_ID_HERE", // Google Drive Folder ID for Receipts PDFs
  expensesFolderId: "YOUR_FOLDER_ID_HERE", // Google Drive Folder ID for Expenses PDFs
  recipientEmails: [
    "email1@gmail.com", // Add your email here
    "email2@gmail.com", // Add other recipients
    "email3@gmail.com",
  ],
};