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How to automatically export report to Excel file and automatically upload to Microsoft OneDrive folder?

  • June 11, 2025
  • 1 reply
  • 61 views
nhatnghetinh
Captain II
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Hi All,

How to make Acumatica automatically export reports to Excel files according to the set date/time and automatically upload to Microsoft OneDrive folder?

Description of specific requirements: At 8:00 AM every day. The system will automatically export the "Inventory Balance" report to an Excel file and automatically upload it to the Microsoft OneDrive folder.

I look forward to your guidance !

Best Regards,

NNT

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong

1 reply

trieger
Jr Varsity II
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  • trieger
  • Jr Varsity II
  • January 14, 2026

This post seems like it may have the answer you are looking for. 

If you schedule the notification with an attached report you could use Microsoft Power Automate to save the file from the email to your desired location when the email is received.

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