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Monthly Projects Report

A SharePoint Flows tutorial by Peter Kalmström

Flow iconManagers often ask for various kinds of periodical reports, and it is of course convenient to let a flow generate them.

In the demo below, Peter Kalmström, CEO and Systems Designer of kalmstrom.com Business Solutions, shows how to create a flow that generates a monthly e-mail with information about total number of projects and total approved budget. 

Peter uses two kinds of variables in this flow: Initialize variable and Increment variable. The Increment variable actions adds to the Initialize variables and count the number of projects and the sum of the approved budgets in an Apply to each action.

When you create flows that send e-mails, it is a good idea to put yourself as the receiver first, so that you can test the flow without disturbing other people. When the flow runs as it should, you can edit the flow and change the receiver of the e-mail.
Microsoft flow generated e-mail

Steps to create a flow that sends a monthly projects report

  1. At https://flow.microsoft.com/, go into 'My Flows' and click on 'Create from blank'.
  2. Select the trigger 'Schedule, Recurrence'. Set the frequency to 1 month.
  3. Click on 'New step' and then search for the action ?Variables, Initialize variable.
  4. Set the Name to TotalNumberOfProjects and the Type to Integer. Leave the Value field blank, as this value will be calculated by an Increment variable action.
  5. Add the action Variables, Initialize variable. Set the Name to TotalApprovedBudget and the Type to Float. Leave the Value field blank, as this value will be calculated by an Increment variable.
  6. Add the action SharePoint, Get items and select the Projects list site and the Projects list.
  7. Add the action Apply to each and set the output to the dynamic content value.
  8. Add the action Variables, Increment variable for the Apply to each. At Name, select the variable TotalNumberOfProjects. Set the Value to 1.
  9. Add the action Variables, Increment variable for the Apply to each. At,Name, select the variable TotalApprovedBudget. Set the Value to the dynamic content Approved Budget.
  10. Add the action Office 365 Outlook, Send an email? and fill out the receiver e-mail address and the subject. For the body, write some explaining text and add the dynamic contents TotalNumberOfProjects  and TotalApprovedBudget.
  11. Save the flow.
  12. Recurrence flows run when you save them, so you just have to make sure that the message is sent to the right person and contains the correct information.






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