High Level Steps

Step 1: Register License to begin 15-day trial (link)

Step 2: Provide necessary Security Roles (link)

Step 3: Create Global Settings Record (link)

Step 4: Register an Azure App (This step is needed before setting up Authentication – step 5). (link)

Step 5: Set up Authentication record (link). Once the above set-up steps have been accomplished… then you can proceed with below options:

Step 6: Scheduling Report or Scheduling Multiple Reports (received in single email) (link)

Saving generated document to SharePoint – sample settings (link)
Sharing the SharePoint document link in your teams channel (link)
Bulk Report Scheduling – e.g. Sending Opportunity Nearing Close Date Report in bulk to all sales users – such that each user receives only their own records (link)
Filtering records based on owner of the scheduled record (link)

Step 7: Scheduling Excel Templates (link)

Step 8: Schedule Views (Pls note that this feature does not need any authentication setup step) (link)

Step 9: Configuring Power Automate OR Workflow to generate Documents (e.g. PDF files) – from Reports (link)

Step 10: How to Password encrypt PDF files generated using Report Scheduler (link)

Step 11: Configuring Power Automate OR Workflow to generate Documents – from Document Templates (link)

Step 12: Scheduling Reports hourly using Microsoft Flows (link)

Step 13: Using Export Report feature – by clicking “Export Report” button (from form ribbon) (link)

Step 14: Workflow Scheduling (link)

Workflow Scheduling Use-Case: Sending automated emails with attached report (as pdf) to customers and partners on weekly / monthly basis (link)

Step 15: How to use Retry Mechanism – that would guarantee 99% report deliverability (link)

Step 16: Troubleshooting

All KB articles (link)