🔍 Guide to Creating Custom Reports in Power BI with AUTOMY Data

Knowledge Center — Integrations

By Lily Dominguez Guerra · 2025-03-06

In this guide, you'll learn how to retrieve data from AUTOMY to generate custom reports in Power BI.

There are two types of data you can extract: 📌 Generic Data : General information from the platform. 📌 Specific Process Data : Detailed information from a particular process. 🎯 Purpose ✅ Analyze and visualize AUTOMY information in Power BI. ✅ Easily create personalized reports tailored to your needs. ✅ Improve decision-making based on up-to-date data. 📊 Types of Data Available in AUTOMY 🔹 Generic Data (Platform-Wide Information) This refers to general data that you can extract from AUTOMY and visualize in Power BI. 📌 Table 📄 Description environments All environments created on the platform. processes All processes created in the environment where the report token was generated. process-groups All process groups created in that environment. users All users created on the platform. user-groups All user groups in the platform. positions All job positions created on the platform. entities All entities created on the platform. requests All requests generated in that environment. action-instances All actions executed within the requests. user-instances All users involved in actions within requests. form-instances All forms shown in each executed action. forms All process-related forms in that environment. field-groups All field groups of those forms. fields All fields of those forms. entity-data All data stored in created entities. delegations All delegations created on the platform. delegation-items Details such as substitute users. delegated-tasks Requests impacted by a delegation. instance-approvers Users who approved actions in requests. 🔹 Specific Process Data If you need to extract data from a specific process, AUTOMY lets you retrieve more detailed information: 📌 Table 📄 Description form-data Extracts the data entered in process requests. form-table-data Extracts the information contained in tables within the process forms. execution-steps Shows all the steps of the request, including automatic actions. execution-steps-users Shows the steps of a request in which the user participates; that is, only approvals, information completion, and task execution. instance-approvers Lists the approvers who participated in each step of the request. requests All requests executed in the process. action-instances Shows the steps of a request and indicates whether they are approved, rejected, or in progress. form-instances Lists the forms shown in each step of the request. form-instance-fields Shows the fields and the data entered in each step of the form. forms Lists the forms within the specific process. field-groups Lists the field groups within the process. fields Lists the available fields in the process. 🛠 Prerequisites 🔹 How to Find the Required IDs 📌 To get the Process ID : Go to app.automy.global > Processes .

Click on Settings for the desired process.

The process ID appears in the browser URL. 📌 To get the Form ID (form-data): In AUTOMY, go to Processes > Select a process > Settings > Forms .

The form ID is in the URL. 📌 To get the Table ID (form-table-data): In Forms , go to Fields .

Locate Table-type fields, click on Detail , and find the table ID in the URL. 📌 To get the Entity ID (entity-data): Go to Entities in AUTOMY.

Open the entity and copy the ID from the URL. 🔹 Generate a Report Token in AUTOMY To connect Power BI with AUTOMY, you need a Report Token : Go to Settings > Reports > Report Tokens .

Copy the Report Token — you'll use it in Power BI. 🚀 Connect AUTOMY to Power BI AUTOMY offers two connection options: 🔹 Via Web Services (APIs) 1️⃣ Open Power BI Desktop 2️⃣ Go to Get Data > Other Sources > Web 3️⃣ Enter the correct URL depending on the data type: Data Type URL to Use 🔹 Generic Data…