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Flow to Generate a Report for SharePoint List

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Posted on by Chancey

Hello,

I am a beginner to Power Automate. I have created successful flows using bits and pieces of research but I now have a new task. I would like to create a report for a SharePoint List to send twice a week. I get through the steps of setting it up but the Filter Query has me stuck. At this point, I am wondering if my set-up will work at all! I did run a few tests and the email would send the notification but the attachment would not generate. That is why I think it has to do with the Get Items. I made a few changes and now... it is a failed flow. Any help would be greatly appreciated.

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ArchitectMadhan 1,584 on at

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@Chancey , Here are the steps to follow for your scenario to create report from SharePoint list values and then attach the report in the email sent to users.

https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Generate-Weekly-Report-from-SharePoint-List/td-p/665522

Please accept it as solution and give thumbs up, If it works for you.

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Chancey 4 on at

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@ArchitectMadhan , Thank you! This was the process I was following to get started. Where you have Weekly Report- Do I need to export the sheet first and save in the folder? Also, The Filter Query is where it falls apart for me. I need all data from the list not just the last 7 days.

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ArchitectMadhan 1,584 on at

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@Chancey you can save the Excel file (ex: WeeklyReportOct132021.xlsx) in SharePoint document library and then can use it in the Send email action as attachment or can send the url of the weekly report excel sheet in email.
https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/Create-Excel-Workbook-in-SharePoint-from-Power-Automate-Flow/ba-p/1219394

Please accept it as solution and give thumbs up, If it works for you.

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Chancey 4 on at

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Hi, I am not sure what I have done now because it fails after the Get Items. I would like it to pull from the SharePoint list and then create an excel sheet from that data.

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