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GBS1999
New Member

Create a Power Automate Report from a Sharepoint List

Hello,

I want to create a daily report for my "Open" items from a SharePoint list and send an email to the appropriate parties. The categories I want to include if possible are: (These are the actual names I have for the columns in my Sharepoint List)

Complaint ID

Analyst

Issue Level

Status

Plan

Received Date

 

If these are too many categories then Status, Issue Level and Plan would suffice.

 

Please let me know if I need to provide any other details.

 

Thank you in advance!!!

7 REPLIES 7
Andrew_J
Memorable Member
Memorable Member

@GBS1999,

 

That is very possible.  I would be using the following steps:

 

Recurance - set to daily at time of your choosing and your time zone

Initialise Variable -  des = VAREMAIL

Compose - adddays(utcnow() -1, 'yyyy-MM-dd' )

Get Items - in filter status eq 'Open'

Select - Select the fieilds you want from the sharpoint list

Create HTML table - use outputs of select

Send email V2

 

I hope you can enter the above in, test and then let me know if you are having any issues, I suspect there will be some but please also snip the flow with the errorss and share them with me.  This will be any iterative process.

 

Regards,

 

Andrew

 

 

GBS1999
New Member

Hello Andrew,

Thank you for your assistance! This is what I have so far...

Not sure what to input in the Apply to each box

 

Thank you!

GBS

Andrew_J
Memorable Member
Memorable Member

@GBS1999 

 

That is a good first step, just few issues to deal with:

 

Initialise Variable - VAREMAIL (you should ammed just for the bold text).

The compose this is not correct in how you entered it.  See below:

 

Andrew_J_0-1710537565825.png

the is a little FX that should apear that allows you to enter all I showed you in the last message, everthing needs to be lower case and cut and paste what I gave you, it should turn pink like the above if all okay.

The next one is the following:

Andrew_J_1-1710537882952.png

Previous step select the body from the get items

In the Map for 1 type the titles (headers) for the HTML table, and in 2 map the items in your sp list to the respective header.  Do not use the open/closed column

Then add the create an HTML table and add in the box add the ouput of the select above.

 

I hope the above helps.  Then save and test. Tell me how you get on.

 

Regards,

 

Andrew

@GBS1999 

 

A little more on the select:

 

Your SP list has the following:

 

Complaint ID

Analyst

Issue Level

Status

Plan

Received Date

 

Use all the ones in bold in the LHS column and in the RHS add the dynamic content from the get items a below.  Yours will be different from mine.

 

Andrew_J_2-1710538473492.png

 

Andrew

@GBS1999 

 

It is Saturday but I thought I needed to look back at the orginal requirements.  I note that you needed to send the list of open items to the Analyst.  Does your Analyst field have an email address in it.  Also could you add a colum called First_Name as it may help when we need to address the email to the Analyst.

 

I think we need to get the flow to work as per the post above but I want to understand if you want one email per week to each Analyst with a list of open items.  Or if you want one email per open item.  I think your Analyst would prefer the former.

 

Regards,

 

Andrew

Hi Andrew,

Here's what I have so far. I'm sorry to bother as this is completely new for me.

 

GBS1999_0-1710769499777.png

 

Also, I want to send a daily email to management only not the analyst. 

@GBS1999 

 

I get that Power Automate is not eveyones cup of tea and we all need to learn; but I am concered that some of the instructions I have provided are not being followed with respect to compose or the select.  Have a look at the following.

 

https://www.youtube.com/watch?v=BykkAIwRX-E&list=PLwh1E-0OEEGI4oSRnTEU3jeMDuU-NFl1D

 

I am also concerned that the managment are now involved in the flow and that data is not on the SharePoint List.

 

I think the below might help you:

 

https://powerusers.microsoft.com/t5/Building-Flows/Multiple-list-items-in-one-mail-but-one-mail-per-...

 

Regards,

 

Andrew

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