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Wanting to create weekly reporting

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Posted on by HabMike

I’m hoping for some help with something I’m trying streamline at work. I’m wanting to create a Forms Survey where individuals in the company would report actions multiple times a day/week. I know how I can get the Form submissions to populate into an Excel file but there’s an extra step I’m hoping someone can help with.

Is there a way I can have the flow copy all submissions from the past week into a new Excel Book and then email it to me. It’s really the “copy all submissions from the past week” part I’m stuck on. I can get the file to attach to an email.

Thanks in advance for any help.

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eric-cheng 5,171 on at

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Hi @HabMike ,

You can setup a scheduled flow to run week

Are you saving the results in SharePoint? You can use a Get Items action. If you are saving to Excel,, you can use the List rows in table action. You can then convert to a HTML table and email it out. If you want an Excel file, you can follow this guide to create a file and then a table and add new rows.

If you are using D365 customer voice (Forms premium), you can query the Dataverse tables directly.
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HabMike 2 on at

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Thank you for taking the time to respond. I am saving the submissions to an excel in Sharepoint. I’m not over versed in HTML so I was hoping to be able to just have the submissions that are sent in over the past week moved to a new Excel (again saved in Sharepoint) and then attached to an email to the team that needs the reporting.

I wish I was more knowledgeable on HTML (I’m working on it). As of right now we are using just regular Office 365.

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eric-cheng 5,171 on at

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Hi @HabMike ,

If you want an Excel file, you can follow this guide to create a file and then a table and add new rows.

In regards to the HTML table, theres an action that will do alll that for you. You can then send the output as the body in an email

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