Generate a report in Sharepoint

Brass Contributor

Hi, I'm developing a leave request system in the SharePoint site and Power Automate. From a SharePoint list, a report can be generated but how for HR to generate the monthly report for all the employees who use the SharePoint site to apply for leave on the SP list? What is the best way for it?

Thank you.

6 Replies
If HR have Power BI Pro licenses, they could use the builtin action that allows to create Power BI reports using the list data
Hi @Juan Carlos González Martín, what if HR doesn't have that licenses?

@anonymous9376 SharePoint is not good at reporting. You can export to Excel or build a flow in Power Automate with a recurrence schedule set to 1 month, get the relevant items using a filter query and create an HTML table which you could be  emailed to HR. Easier just to export to Excel.

 

Rob
Los Gallardos
Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)

@RobElliott To build the flow and the result is an HTML table, right? Is it complicated to do that?

@anonymous9376 no it's not difficult, but as I'm going offline now for at least 24 hours have a look at the video by RFeza Dorrani at https://www.youtube.com/watch?v=VnWg-Eox37Q

 

Rob
Los Gallardos
Microsoft Power Automate Community Super User

Okay, thank you for that link.