Scheduled Standard Report export?

I'm wondering if anyone has had success scheduling an NXT Standard Report & exporting the resulting PDF to a local file? I've managed to confuse myself in the connector…

Comments

  • @Nicole Holt
    I tried scheduling a Batch Report export and found it only created the download of the pdf and notified those that I shared it with that it was available for download.

    It would be more helpful if it actually emails the report to those that I shared it with.

    Following this to see if anyone has had successful use of this feature. I would like to auto send a report on a daily basis.

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge

    @Nicole Holt
    I have not done this, but I imagine the process should be relatively similar to Query API.

    1. execute report job
    2. loop and check job completion
    3. get download link
    4. download and save file to SharePoint (can't be “local file” as flow doesn't have access to your “local drive”
  • Nicole Holt
    Nicole Holt Community All-Star
    Tenth Anniversary Kudos 5 Name Dropper Participant

    @Alex Wong I tried that but didn't have much luck---that said, it wouldn't hurt for me to try it again when there are fewer distractions…

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Nicole Holt - Set it up as recurring in Power Automate, utilize the basic structure that Alex outlined. It's possible, I've done it.

  • Nicole Holt
    Nicole Holt Community All-Star
    Tenth Anniversary Kudos 5 Name Dropper Participant

    @Austen Brown Aha! I was getting too complicated. Went back to basics and it works

    And now that is one more thing checked of my monthly to-do list ?

  • Nicole Holt
    Nicole Holt Community All-Star
    Tenth Anniversary Kudos 5 Name Dropper Participant

    Thanks to @Austen Brown and @Alex Wong I went into Power Automate with clear eyes.
    Sharing this solution in case it is helpful for others.

    RENXTStandardReportsscheduledPDFexport_20250722150017.zip