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SharePoint Report Wizard™
Quick Start
Last Updated:3/21/2019
This document will help users to build reports using the SharePoint Essentials Toolkit Report Wizard™.
2019
Table of ContentsIntroduction................................................................................................................2Report Wizard.............................................................................................................2
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IntroductionThank you for trying our products. The SharePoint Report Wizard is part of the SharePoint Essentials Toolkit Suite, you can use it to build personalized (and branded) reports based on reports generated from the SharePoint Essentials Toolkit. The Report Wizard also allows you to build reports on SharePoint content, such as building reports and charts against metadata gathered from one or more lists in SharePoint. This guide will help you get perform these reporting tasks.
Report WizardInstructions:
1. Open SharePoint Essentials Toolkit Enterprise Suite2. From the Top Navigation, click on the “Reports” button3. Create a New Report by using any of the following 2 ways:
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4. Right click on the report and click “Insert Detail Report (Unbound)”
5. Right click on the report and click “Insert Band (Group Header)”
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6. From the Report Explorer panel, click on the band text “DetailReport”
7. From the Properties panel, scroll down to the Data dropdown, and then click on the Datasource choice.
8. Click on “Data Source” right cell (a dropdown menu appears), followed by the "Add New" button.Note: This step adds a new data source for the report
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9. Select Excel File or select an existing data source
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10.Then, click the “Next” button to browse the SharePoint Essentials Toolkit for MS Excel file or CSV report to use. Normally this is in the My Documents\QiPoint\Reports folder
NOTE: You can also export from a SharePoint list to MS Excel and report on the SharePoint List metadata. Select the file, and then click the “Next” button and follow the instructions
11.Specify the import settings, followed by clicking the “Next” button.12.Select the Excel worksheet, table or defined name referring to the specified
range13.Click the “Next” button.14.Select the required columns, along with editing the Name of a field, and/or
changing the “Type” (if applicable)
15.Once the Datasource is configured, click on the Fields tab and drag and drop fields into the GroupHeader band (such as Site Title) and drag other fields into the Detail1 section.
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