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Sending Financial Reports

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Posted on by Microsoft Employee

Hello,

Does anyone have advice for emailing out Financial Reports to multiple recipients at a time? We utilize Management Reporter and have a reporting tree that contains multiple store locations. We would like to be able to generate the Financial Report for all locations and have the store location manager receive the report for only their location via email from that one run.

This is one feature we had in FRx that we miss and are still trying to come up with a good alternative. In FRx you could input the email recipient address in each line of the reporting tree, generate the statement with email enabled, and each person would receive and Excel worksheet via email attachment with the income statement for their location. 

Any guidance would be appreciated.

Thank you.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sending Financial Reports

    Thank you! We will look into this more.

  • Suggested answer
    Magno Pereira Profile Picture
    Magno Pereira 2,429 Super User 2025 Season 1 on at
    RE: Sending Financial Reports

    I suggest saving the reports in SharePoint and implementing a power automate flow to automate their distribution via email. However, you can only save the report as a whole with all locations. To address this limitation, you might consider incorporating an additional flow to separate the Excel file by worksheet based on the desired locations.

    Excel actions reference - Power Automate | Microsoft Learn

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