How To Create A Report In SharePoint

SharePoint offers multiple options for creating reports, including the use of Power BI and customizable SharePoint list views. With Power BI, Microsoft’s business analytics service, you can easily generate a report by integrating it with SharePoint. By selecting the “Visualize the list” option, a basic report using your SharePoint list data can be generated. Customize this report by adding or removing fields and adjusting the summarization of information. Once personalized, publish the report back to the list and collaborate with your team.

In addition to Power BI, custom SharePoint list views offer another method for creating reports. SharePoint allows you to tailor how you view a list by generating custom views that filter, sort, and change the viewing style. These custom views can be saved and shared with others who have access to the list. Another handy feature is the ability to save your applied search filter parameters or other popup criteria as a custom report in SharePoint. Simply select the desired search parameters, click “Save as Custom Report,” provide a name, and save it. To remove custom reports, navigate to the “Custom Reports” section and click the delete icon for the report you wish to remove.

With the availability of Power BI and customizable SharePoint list views, creating reports in SharePoint has never been easier. Explore these different options and find the approach that best suits your reporting needs.

Customizing SharePoint List Views for Report Creation

One of the ways to create a report in SharePoint is by customizing SharePoint list views, allowing you to view and analyze data in a way that suits your requirements. SharePoint provides the flexibility to generate custom views that can be tailored to your specific needs.

By generating custom views, you can filter and sort the content to focus on the data that is most relevant to your report. SharePoint offers various filtering options, enabling you to refine your data based on specific criteria such as date ranges, categories, or any other relevant parameters.

Furthermore, you can change the viewing style of your SharePoint list views to enhance the visual representation of your data. Whether you prefer a simple tabular format or a more visually appealing card layout, SharePoint allows you to customize the display to optimize readability and understanding.

Once you have configured your custom SharePoint list view, you can save it for future use and easily share it with others who have access to the list. This ensures consistency and collaboration within your team, as everyone can access and analyze the data using the same customized view.

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