Forum Discussion
Automate Report Schedule Sends
I am looking for an option to be able to create schedule sends, similar to how BOBJ WebI & Crystal reports work.
I have created a few reports that include inventory data, that need to be sent to suppliers daily. The schedule send out would have to include the capability of exporting the tables within my reports to excel and applying filters to the schedule send.
Example: I have published a report to the service. Now business users would need to schedule these reports to send to suppliers. Most of the time, they would need to filter for only inventory levels from yesterday and need to scecify the location in the schedule send to filter the report.
Does anyone have any guidance on how I can achieve this?
Hi Rocky2121 ,
I think you first need to create scheduled cloud streams that trigger at the frequency you need.
Secondly you can use the "Export to a file of Power BI reports" action in Power Automate. You can export Power BI reports to an Excel file.
After exporting the report to Excel, add another step in the process to send an email to the vendor. Use the Send Email (V2) action (or similar) and attach the exported Excel file. Configure the To, Subject and Body fields as required. You can view this document for more information: Export and email a report with Power Automate - Power BI | Microsoft Learn
Best Regards
Yilong Zhou
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 Replies
Read about Power Automate and the options to export reports to various formats and send them.
Hi Rocky2121 ,
I think you first need to create scheduled cloud streams that trigger at the frequency you need.
Secondly you can use the "Export to a file of Power BI reports" action in Power Automate. You can export Power BI reports to an Excel file.
After exporting the report to Excel, add another step in the process to send an email to the vendor. Use the Send Email (V2) action (or similar) and attach the exported Excel file. Configure the To, Subject and Body fields as required. You can view this document for more information: Export and email a report with Power Automate - Power BI | Microsoft Learn
Best Regards
Yilong Zhou
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Excel export is only supported for Paginated Reports
Reports - Export To File In Group - REST API (Power BI Power BI REST APIs) | Microsoft Learn
