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:

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)
Scheduling Excel Templates (link)
Schedule Views (Pls note that this feature does not need any authentication setup step) (link)
Schedule Views (designing report template) (link)
Configuring Power Automate OR Workflow to generate Documents – from Reports (link)
Configuring Power Automate OR Workflow to generate Documents – from Document Templates (link)
Scheduling Reports hourly using Microsoft Flows (link)
Using Export Report feature – by clicking “Export Report” button (from form ribbon) (link)
Using Export Report feature – by adding custom 1-Click button to a form (link)
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 6: How to use Retry Mechanism – that would guarantee 99% report deliverability (link)

Step 7: Troubleshooting

All KB articles (link)