Reports from your SharePoint lists, built without code
Report Builder is a ready-made product for turning SharePoint lists into reports. You choose the lists, the columns and a date filter step by step, with no coding, then view the result as a table and export it to Excel or CSV.
Talk to us about Report Builder
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What it does
Six things it does for your reports
The report is a table built from your own lists.
Step-by-step creation
A guided form to name the report, choose lists and set columns.
More than one list
Use a main list and add related lists to the same report.
Date filter
Filter by any date and time column in the lists.
Choose and rename columns
Select the columns you need and give them clear names.
Column order
Set the order the columns appear in.
Excel and CSV export
Export the finished report to Excel or CSV.
My reports
All your reports in one list
The dashboard lists each report with its name, last updated date and who created it. Edit or delete from the action column, or create a new one.
- Report name and updated date
- Created by
- Edit and delete
- Create Report button
Create
Name the report and choose the lists
Give the report a name, choose the site and a primary list, then add related lists. You can also add users who may see the report.
- Report name
- Site and primary list
- Secondary lists
- Users who can view the report
Columns
Pick, rename and order the columns
For each list, choose which columns to show, give each a display name, set the order, and mark any column to filter on. Add a date filter on a date and time column.
- Choose columns from each list
- Display names
- Order
- Filter option for a column
- Date filter
Report
View it, filter it, export it
The generated report is a table. Set a from and to date and choose Filter, search within the results, and export the table to Excel or CSV.
- Date range filter
- Search within the report
- Table of the chosen columns
- Export to Excel and CSV
Who it is for
Built for
Managers who need regular reports. Business analysts. Teams with data across several SharePoint lists. Administrators who maintain reports for others.
- Reports from your listsBuild reports from the SharePoint lists you already have.
- No coding neededChoose columns and filters by dragging, without writing queries.
- Exports you can shareExport the report for the people who need it.
- Saved settingsKeep the layout you use often, so the next report takes seconds.
How it works
How a report is built
These are the steps for building one report. Each report starts from one list.
Choose the list
Open the dashboard, start a new report and pick the primary list.
Add and filter
Add related lists and set a date filter if needed.
Shape the columns
Choose, rename and reorder the columns.
Generate and export
View the report, export to Excel or CSV, or save the settings.
Report Builder: questions we hear often
What is it for?
Building reports from SharePoint lists, without writing code.
Can a report use more than one list?
Yes. Choose a main list and add related lists.
Can I filter by date?
Yes. Choose a date and time column and set a from and to date.
Can I rename columns?
Yes. Each column can have its own display name and position.
How do I get the data out?
Export the report to Excel or CSV.
Does it make charts?
No. The report is a table, with export to Excel or CSV.
Where does our data stay?
In your own SharePoint Online, inside your Microsoft 365 tenant. The product is installed there, and AscenWork has no access to your data.
How do people sign in, and what licence is needed?
People sign in with their Microsoft 365 account. The product is built on SharePoint Online, so you need an active SharePoint Online licence. It uses the Microsoft 365 licences and infrastructure you already have.
Can it be changed to fit our process?
Yes. Every installation is configured to your process: your forms, steps, roles and approvers. If you need something beyond the standard product, our technical team checks the scope and what is feasible, and we quote those changes separately so you can decide.
What does an installation include?
Setting up the environment, loading your master data, and setting user permissions and menu permissions to follow your company policy.
Do you train our team?
Yes. We provide training and documentation for the product we deploy, a train-the-trainer programme for your own team, and video training for the modules.
How secure is it?
It runs on Microsoft 365, so it uses the security features of your licence, such as role-based access, multi-factor authentication, conditional access, audit logs and external sharing controls. Which of these you have depends on your Microsoft 365 licence, and Microsoft governs them.
Who supports it after go-live?
You can run it with your own team, or add optional managed support from AscenWork for fixes, small changes and reviews. To report an issue, write to support@ascenwork.com and a support executive will pick it up.
Can it run on SharePoint Server instead of SharePoint Online?
It is built for SharePoint Online. For SharePoint Server 2016 or 2019 we can try it, and a few changes may be needed. Tell us what you run and we will confirm.
How do we get a price?
Talk to us. We listen to how your process works today, then send a written quote that covers the product set-up for your tenant and any custom changes as separate lines.
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