Sharing my Power Automate Flow: Automating Standard Report Export to SharePoint

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Nicole Holt
Nicole Holt
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in SKY Developer General Discussion

Description: Scheduled export of NXT Standard Report (as PDF) to SharePoint

This flow takes a saved NXT Standard Report & exports the PDF on a schedule. This is set up for PDF exports to SharePoint.

Required Connections: Blackbaud RENXT Reports, Office 365 Outlook, SharePoint

Suggested Skill Level: Basic

Configuration details: You'll want to:

  • set the email addresses for failures and for success notifications (initialize variables emailToNotify-report and -error)
  • Choose your file name schema
  • Choose your report type (mine is Pledge Status Report) and have a saved standard report that has the parameters you want (this is ‘Report Instance’ in the ‘Start a report execution job’ action
  • Choose your SharePoint site to save the file to (Create File and Get File Properties actions), and
  • Update your reporting email copy.

Category: automation

Instructions: steps in this flow are:

  • initial trigger (schedule)
  • Start report
  • Check status on report until it is complete
  • Save PDF to SharePoint
  • Send an email to your reporting group
  • If report fails, sends email to whoever is identified as needing notice of failure.

RENXTStandardReportsscheduledPDFexport_20250722150017.zip

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