Zap Report / View Scheduler2022-11-29T19:44:25+05:30

Zap Report / View Scheduler

Schedule Reports , Views, Excel Templates, Word Document Templates + Save to SharePoint + Share in Teams + Send Multiple Reports in Email using Power Automate/Workflow + Export Report (Manual) & Auto-attach to email!

What all Zap Report Scheduler App for Power Apps / Dynamics 365 CE/CRM can do?

SCHEDULING + DOCUMENT AUTOMATION WORKFLOWS (FROM POWER AUTOMATE) + 1-CLICK EXPORT REPORT & AUTO-ATTACH TO EMAIL

Scheduling:

  • Schedule Reports (Multiple Reports in single email)
  • Schedule Views
  • Schedule Excel  Templates (Multiple Excel Templates in single email)
    These reports can be emailed (or saved to SharePoint + shared in Teams) on periodic basis .

Provide Document Automation capability – using Power Automate / Workflow to:

  • Send Multiple PDF/Excel output of Report in Email or Save to SharePoint (e.g. generating Invoice PDF document and sending in email automatically when invoice status changes to Paid)
  • Send Multiple PDF/Word output of “Word Template” in Email or Save to SharePoint
  • Send PDF/ Excel documents in email to selected Customers / Partners on periodic basis

1-Click ability to Export Report (Manually) & Auto-Attach to Email / Auto-Embed in Email /Save to Share-Point/ Attach to Notes / Download (link)

Works With:

     

Start Trial Now
Request Demo
Buy Now
Knowledge Base
Related Blogs

Product Features

  • Reports (Multiple) / View / Excel Template can be emailed based on Recurring pattern (Hourly / Daily / Weekly / Monthly)

  • Reports can be delivered inline in email or as an attachment

  • Reports can also be saved to SharePoint (Presently SharePoint Online supported).  Learn More.

  • Reports can be shared in Teams Channel  Learn More.

  • Report formats supported: PDF, Excel, CSV, Word, PPT, TIFF

  • Reports can be sent to even external email addresses

  • Power Automate / Workflow capability to generate Word/PDF/Excel from Report (Send email with report attached / Attach report to Notes / Save report to SharePoint Online) {Now you can generate multiple reports together}

  • Power Automate / Workflow capability to generate Word/PDF Document from Word Template (Send email with report attached / Attach report to Notes / Save report to SharePoint Online) {Now you can generate multiple documents together}

  • Now Schedule Workflows too (can be executed in multiple batches which will reduce the load on Dynamics server) {New feature – Dec 2020}

  • Export Report (Manually) & Auto-Attach to Email / Save to Notes / Save to SharePoint / Download {New feature – Apr 2021}

  • Send PDF/ Excel documents in email to selected Customers / Partners on periodic basis {New Feature – Dec 2020}

  • Now can send multiple Excel Templates in single email (Most Requested feature)

  • Any user (with sufficient rights) can create a report schedule

  • Report runs under impersonation of user (only records to which user has access will be shown)

  • Ability to set the report parameters when creating report schedule

  • Bulk Scheduling feature – Ability to schedule single report to multiple CRM Users (optionally each one could recieve only their OWN records). Learn More.

Recent Updates

  • Automate sharing of generated report in Teams (Dec 22) (For details, refer blog link)

  • Automatic Retry for Report Generation using “Schedule Report” option: If due to any reason (eg report server busy), report generation fails… then we provide the option to retry report execution again after 1 minute… and then again if it fails then after 10 minutes. This retry mechanism would guarantee 99.99% delivery. (Oct 22)

Feature Highlight #1: Export Report (PDF/Excel) using Power Automate / Workflow

Feature Highlight #2: Schedule Multiple “Reports” to receive in Email / Save to SharePoint / Save to Notes

Feature Highlight #3: Schedule Multiple “Excel Templates” to receive in Email / Save to SharePoint / Save to Notes

Feature Highlight #4: Scheduling View

Feature Highlight #5: Export Report (Manually) & Auto-Attach to Email / Save to SharePoint / Save to Notes

Feature Highlight #6: Generate Multiple Documents (Word/PDF) from Word Template

Feature Highlight #7: Automate saving of Report to SharePoint

Feature Highlight #8: Automate sharing of Report to Teams

General FAQ

Can I trial Zap Apps?2018-04-19T17:08:07+05:30

Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.

How do I start trial?2018-05-16T18:39:54+05:30

Download and install the app solution file. Browse to Zap Apps >> Zap License to open the license registeration page (Refresh the page, if “Zap Apps” is not visible in sitemap). Fill-in the details and click “Register” button.

This will automatically start your 15-day trial. Feel free to email support@zapobjects.com if you have any questions.

How do I purhcase a Zap App?2018-04-19T17:10:23+05:30

You can purhcase any of Zap Apps from our online store. If you have already taken the trial then just let us know your CRM organization name and we will activate the trial to paid license online (no need to uninstall and reinstall the solution).
If you have not yet installed the solution in production then proceed with installation and registeration… once done let us know the CRM organization name.

How do I find number of enabled CRM Users?2018-04-19T17:08:36+05:30

All our apps are licensed by user-tier which is based on the total number of enabled CRM Users. To find the enabled CRM users, browse to Settings >> Security >> Users and change the view to Enabled Users.

How do I get license for free Zap Apps?2018-04-19T17:10:40+05:30

Zap Objects offers few apps as free for commercial use. In-order to get your free license, register the license profile online. (Refer licensing KB articles for more info)

Zap Report Scheduler FAQ

Does this app require moving CRM data out to an external system?2018-10-06T11:39:41+05:30

No. Zap SSRS Report Scheduler App works natively from within CRM and no data is sent to any external system. We use CRM reporting services api to generate the report and then deliver it through email (all execution done from within CRM)!

Ask Question

Related Blog Posts

Other ZAP Apps

Title

Go to Top