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Automatic reports

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Posted on by sbott

Hi all, new Dynamics User here. I come from a ServiceNow background and used to be able to set up reports to be produced at specific times and exported to a OneDrive location. Is there a way of doing this?

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Zap Objects 913 on at

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Automatic reports

Hi Steven,

Scheduling of reports which could be exported in any desired format and sent in email body / attachment or saved to Sharepoint can be easily achieved using Zap Report Scheduler solution.
For details, please refer: https://zapobjects.com/apps/zap-ssrs-report-scheduler/
sbott 2 on at

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Automatic reports

Many thanks I will have a look at that, I had tried to use PA but it didn't provide the options I was expecting, so hopefully this will make it clearer.
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Leah Ju Microsoft Employee on at

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Automatic reports

Hi Partner，

You can use power automate to create reports automatically.

Please refer to the following link:

https://reenhanced.com/2021/download-dynamics-365-reports-as-a-pdf-with-power-automate/

And you can run flows on a schedule if you want to set up reports to be produced at specific times:

https://learn.microsoft.com/en-us/power-automate/run-scheduled-tasks

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah