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

  • Troubleshooting (link)
  • Viewing emails generated for a scheduled report (link)
  • Running report in Safe Mode (link)
  • Known Issues (link)

All KB articles (link)