Export files automatically to SharePoint

Question

Hi, everyone. I have an issue that I was hoping someone could help me with.

Currently, we have report exports that are sent out via email to multiple users. These users want to avoid the clutter; additionally, they want to have the ability to collaborate. A SharePoint library seems to fit the bill, since it has Excel Online.

I came up with a few ideas, but I seem to run into issues with each:

1. Export report exports via SSRS file share to a network folder. Then, use OneDrive to connect to SharePoint. However, this connection is client side, correct? If I were to leave, this connection would be broken.
2. Email report exports to a shared mailbox. Then, use a Power Automate flow to automatically add email attachments. Again, this appears to rely on my credentials. If I left my org, it would break. Other users have mentioned this.

Does anyone know of a way to accomplish my request that doesn't rely on my machine? Thank you.

Answer 1

Hello @Chris Bridge !

I understand that you want to be able to not rely on you localmachine , avoid clutter , and users to be able to collaborate a well

The Powr Automate idea is the one i think is more easy , minimizing costs and providing the ability to use a "service account" , so flows can run without User or PC dependency

You can setup Power Automate flow that monitors a specific folder (e.g., network folder or SharePoint library).

When a new report is added to that folder, the flow can automatically create a new item in the SharePoint library and upload the report as an attachment. This way, the flow operates independently of your machine and credentials.

I hope this helps!

Kindly mark the answer as Accepted and Upvote in case it helped!

Regards

Answer 2

First, you should store files in the SharePoint document library, then use co-authoring to accomplish files in the Excel Online.

Then, you could create an account as flow service account without MFA and never expired password. After that, make the service account as owner of all flows and connections for all actions to use the service account. In this way, if you left your organization, flows would not break.

---

If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment".

Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread.