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Power Platform Community / Forums / Power Automate / Recurring reporting fr...
Power Automate
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Recurring reporting from list

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Posted on by 8
Here's a sample of what I'm working with.  I have a project schedule that is imported to a list. I want to setup a recurring flow to generate reports that are emailed to each of the assigned resources with their tasks. The report needs to be organized by past due, in-work, and starting soon. Not even sure where to start. Is this something that can be built in a single flow?
 
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  • Suggested answer
    Michael E. Gernaey Profile Picture
    53,968 Super User 2026 Season 2 on at
    HI
     
    There are loads of example of how to do this, yes its easy to do.
     
    1. Create a Reoccurring Flow (whatever timing you want)
    2. Use a Get Items to get all the rows that you want
    --Add a filter if you need it (by date or whatever)
     
    3. Add a Select Action
    For the input use the Dynamic Property (body/value) from the Get Items in step 2
    In the Map field, Put the term Resource (since thats your column name)
    In the Value put item()['Resource']
     
    this will create an array of Resource names. Now the name will be duplicated since they can have multiple Tasks, but what you want is to
    group BY the Resource
     
    So we have to create a Unique Version of our Resource array from the Select
     
    4. Add a Compose Method
    -lets assume you have NOT renamed your select action, its name will be Select in the header of that action 
    -Click inside the Box of the Compose
    -Type this
    union(body('Select'),body('Select'))
    What the above does is does a Union on itself, which removes the duplicates
     
     
    5. Add an Apply to Each Condition
    Input = the Output of the #4 Compose methods
     
    6. Inside the Apply to each now we want to get all the values for just them, so we are now looping through them, but not we have to 
    use a Filter action to Filter the output of step #2 above, using the Resource Email or Name.
    --NOTE I don't know if Resource is their full name or email or what??????
     
    Add a Filter Action
    The input is the body/value of #2
    Then left side put Resource
    in the middle equals
    Right is item()
     
    Ok.. now that will make our loop grab only the data for the current Resource
    Now to build our HTML REport and email it
     
    7. Add Another Select
    Input is the output of #6
     
    For each Column you want in the report you would put (on the right) the column name and in the left put expression item()and then ['COLUMNNAME'] in the dynamic window
     
    #8 Add a Create HTML Table action
    the input is the output of #7
     
    #9 Add an Email Step
    1 for the email address... i dont know if thats the resource field or what
    2 put the subject as whatever you want or generate it via expressions
    3. Add the body (in which cause you would use the Output of the step 8 as part of the body)
    4. add the To value (which is the resources email
     
     
    and you are done.
     
  • CU30072203-0 Profile Picture
    8 on at
    Thank you FLMike! I was able to put it together and give it a run. Error encountered is shown and my flow.
     
     
  • Suggested answer
    Nived_Nambiar Profile Picture
    18,138 Super User 2026 Season 1 on at
    Hi,
     
    could you make sure that you have used the union expression like below in compose action ?
     
     
    Thanks & Regards,
    Nived N 
    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel
    Blog: Nived Nambiar's Blogs
     Found my answer helpful? Please consider marking it as the solution!
     Your appreciation keeps me motivated. Thank you!
  • CU30072203-0 Profile Picture
    8 on at
    Yea it's correct.
     
  • Suggested answer
    Nived_Nambiar Profile Picture
    18,138 Super User 2026 Season 1 on at
     
    write something simmilar to how i have written in my previous reply, the way you have written now is not considered as an expression.
     
    Thanks & Regards,
    Nived N 
    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel
    Blog: Nived Nambiar's Blogs
     Found my answer helpful? Please consider marking it as the solution!
     Your appreciation keeps me motivated. Thank you!

     
  • CU30072203-0 Profile Picture
    8 on at
    Ah, good eye. I fixed it and ran the flow again. A couple of problems... Not all tasks have people assigned so it choked and failed on blanks. For the ones with people assigned, a single email was sent per list item and the body was blank. Want all items grouped by name and sent in a single email per.
  • Nived_Nambiar Profile Picture
    18,138 Super User 2026 Season 1 on at
    Hi, 
     
    This kind of problem has been solved multiple times in past- grouping scenarios, you can check in forum as well.
     
    Sharing one post related to this grouping concept
     

     
     
    Thanks & Regards,
    Nived N 
    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel
    Blog: Nived Nambiar's Blogs
     Found my answer helpful? Please consider marking it as the solution!
     Your appreciation keeps me motivated. Thank you!
  • Suggested answer
    Michael E. Gernaey Profile Picture
    53,968 Super User 2026 Season 2 on at
    Hi
     
    your issue was you typed IN the expression item()
    I can see the text, but I said use the expression ITEM
    Which means click in the spot, when the window opens, click Expression Tab
    Type item()
    Then click on the Dynamic window and on the end add your ["Task Name"]etc
     

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