Uboss Scheduled Reports and Microsoft Power Automate

This article will provide instructions on how to use Uboss scheduled reports and Microsoft Power Automate to get report data into Microsoft OneDrive.

Uboss Setup

Go to reports in the left menu.

Go to scheduled reports in the list.

From there add a new scheduled report instance and ensure you select SFTP as the export choice. Uboss will then present you with SFTP connection details for where to collect your scheduled report data.

Microsoft Setup

Please create a folder in your OneDrive where the files will be stored.

Login to the Microsoft 365 control panel and find Power Automate.

Go to the connections menu and create a new connection.

Do a search for SFTP in the top right and select SFTP - SSH from the list.

Using the SFTP connection details from Uboss fill in the relevant fields. You can see an example below.

Once created I would then recommend editing the created instance and giving it a useful name.

Go to my flows in the left menu.

Create a new flow and select a scheduled cloud flow.

Specify the frequency and then click create.

You will be presented with a blank canvas and can start creating your automation flow. Click the plus icon to add a step.

Do a search for SFTP and select the option list files in folder.

Ensure the connection is set accordingly.

Click the folder button and then select the SFTPWithSsh folder.

You'll then see the folder is specified as /

Now add the next step. This time the action will be apply to each.

Click the apply to each block and configure the necessary parameter.

Go to the parameter option and type / and then select dynamic content.

Then select the body from the previous step.

Within your apply to each block add a new action.

Do another search for sftp and then select get file content.

Type a / and then select insert dynamic content.

In the options which appear select path.

Within your for each block now add another action.

Do a search for create file and select the create file within the OneDrive for Business section.

Browse to the folder in OneDrive where you would like the files to be created.

For the file name add a / again and select dynamic content. Select the name attribute.

For the file content select dynamic content again and then select the file content attribute.

It should then look like below.

Click save on the flow.

You can now select to run the flow manually from the summary page.