One of our clients use SharePoint Online & uses a simple lists-based case management system. They want to receive weekly report in email based on the data in lists, preferably using configuration (or designer).

I see there are two components here, actual reporting engine capable of talking to Online SharePoint (preferably in cloud) & second would be a scheduled workflow to shoot email if engine already does not do this.

I searched a lot for solutions from likes of Bamboo or hosted SSRS, but could not find anything for SharePoint Online.

Has anyone come across any product or useful strategy in this regard.

My last option is Custom Workflow using Visual Studio which will dump static data in excel/pdf/html & send it as an attachment.

  • I tried OData Connector from rssbus which looks promising but could not figure out how to connect to it from SSRS/Report Builder :( – SamJackSon Jul 12 '13 at 0:35

We recently released Workflow Scheduler for SharePoint Online. This app will help you to schedule your workflows to run periodically.

Out of the box workflow action 'Send an Email' doesn't allow to send message with attachment. To send an e-mail with attachment you can use other our product Workflow Actions Pack. It provides set of e-mail processing workflow actions.

Note: Both products are paid, but cheap enough.

| improve this answer | |

Reflex Reporting for SharePoint Online => http://www.thorapps.com/Pages/SharePointReporting.aspx

| improve this answer | |
  • 1
    Please don’t add just a link as answer to a question. If the link breaks, the answer you provided will not be useful for future visitors. Provide an answer of your own and use the link as reference. If needed, you can block quote the content from your link. More information is found in our help center, especially How do I write a good answer – Benny Skogberg Nov 4 '15 at 7:17

You can write a Azure Job or Scheduler and connect to SharePoint Online with the help of console tool. Bring that data to the SQL Azure or any other environment where you want to sync. That way it will periodically bring the data and send emails.

Reference: https://azure.microsoft.com/en-in/services/scheduler/

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.