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Sam12
Helper II
Helper II

Send Daily Report/Export of SharePoint list

I am looking to send a daily report/export (via email) of a SharePoint list view that we have set up. The report/export needs to go to several people who don't all have access to the SharePoint list which is why we need to export the data.

The view that we need to export daily shows all those items that were submitted 'today' when the "Due Date" column is less than the "Created" date column. Ideally we would like this report to run at 6pm every day.

Is it possible to build a Flow that can achieve this?

10 REPLIES 10
MattWeston365
Memorable Member
Memorable Member

Hi @Sam12 yes this is absolutely possible, and really the way of doing it will come down to how you want to send the data.

 

 

In the most basic form, you could extract the SharePoint list into a table and then push that into an email body. 

 

  • Use a recurrence trigger to set up your schedule
  • Use Get Items to get the data from SharePoint
  • Use the Create HTML Action to create your table
  • Place the table in an email and send to the recipient

Sorry for the rushed answer, I'll put a demo together later today

FlorentP
Frequent Visitor

Same problem here: I can't figure out how to get just one mail after the step "apply to each"

Hi @FlorentP,

 

After appending the HTML table using Apply to each, you just only create Send an email action at the bottom of Apply to each, then put the HTML table into the Email body.

If I misunderstand your issue, you could share the screenshots of Flow configuration, please.

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous
Not applicable

Is there an option to only export the records that are created that day? can't seem to find this. When i make the HTML table it exports the whole list.

 

My use case needs a daile export of the records only created that day.

Could you find a way?

Was this ever resolved? Looking for a similar solution to fix my requirement.

  • Sharepoint list updated by team members daily by 0700
  • At 0730 daily an automated email showing updates from today
  • Repeat

Any help would be greatly appreciated.

Hi, in my case yes ; but it was for a list of file, don't know if that's your need :

Capture d’écran 2023-01-27 144104.png

That certainly helped and I'm pulling data through all the way through. Thank you. However, I am seeing a lot of HTML code and SharePoint links. Any ideas?

Sorry i'm not an expert ; i don't know other ways to do this

SamB2
Helper III
Helper III

Yes I managed to get this working (see below)

 

create html.JPGstyle.JPGemail.JPG

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