Automate Sales Reports with Power Automate

Learn how to automate sales reports using Power Automate in this step-by-step guide. Streamline data collection, generate reports effortlessly, and schedule automated deliveries.

Introduction

For many businesses, creating sales reports is a repetitive and time-consuming task. For example, a mid-sized company that manually tracks its daily sales in an Excel file Or SharePoint. Each day, the sales manager spends hours copying data, formatting it into a PDF, and emailing it to management. While this process might seem straightforward, it comes with its own set of challenges—manual effort, human errors in calculations, and delays in reporting that can slow down decision-making. This is where automation steps in, offering a way to streamline sales reporting, reduce errors, and provide faster, more accurate insights. In this article, we’ll explore how automating sales reports can solve these issues and improve overall business efficiency.

With Power Automate, we’ll automatically.

1. Extract sales data from Excel or SharePoint List.
2. Populate a Word template with the data.
3. Convert the Word document into a PDF.
4. Email the PDF to the management team.
5. Store a backup copy in OneDrive/SharePoint.

Prepare Sales Data List in SharePoint

Here’s what the Sales Report List looks like in SharePoint. It contains the raw sales data, including fields like Date, Product, Quantity Sold, and Revenue. This data is the foundation for generating automated sales reports.

Extract Sales Report Data from SharePoint

In this step, we're using Power Automate to fetch the sales report data from a SharePoint List. We’ve set up a filter so that only the entries for the current day are retrieved using a dynamic date format (like 03-Feb-2025). This ensures we're always working with up-to-date sales information.

Populate a Microsoft Word template action

Then insert a Populate a Microsoft Word template action and apply it to the Real Estate Sales Report Word document template. Click on the repeating section icon to change the input method.

Create a file using the Microsoft Word document body

Once the Word template is populated, we save it to OneDrive so it can be easily accessed and shared.

Converting the Word Document to a PDF

After saving the report in Word format, we convert it into a PDF using Power Automate.

Saving the PDF in SharePoint

Then, we saved the newly converted PDF report into a designated SharePoint Document Library. This keeps all your reports organized and ensures they are easily accessible for your team's future reference.

Sending the Report by Email

Then, Send an Email with the Daily Real Estate Sales Report as an attachment. We are now done creating the

Power automates flow.

Final Sales Report PDF

The final sales report PDF shows up with all the data neatly formatted in a table. It includes essential columns like Product, Quantity Sold, Revenue, and a total at the bottom. The report is now ready to be reviewed or shared.

Saving the PDF in SharePoint

In addition to sending the report via email, we also store it in SharePoint for long-term access. The document is stored in a specific folder (like “Daily Sales Reports”), so your team can easily find and refer to it whenever needed.

Conclusion

Automating the sales reporting process with Power Automate not only saves time but also ensures your reports are accurate and consistent. By integrating tools like SharePoint, OneDrive, and Power Automate, you can streamline the entire process from data retrieval to report generation and distribution. This means less manual work, fewer chances for errors, and more time for your team to focus on what matters most, making data-driven decisions. Whether you’re automating daily, weekly, or monthly reports, this system helps keep everything organized and easily accessible. If you haven’t already, it’s worth exploring how automation can make your sales reporting process more efficient.