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Best way to create reports in wss 3.0 ?

Posted on 2011-03-14
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Last Modified: 2012-06-21
Hi All,

 I have wss 3.0 and i have some requirement to create some reports from some sharepoint list with good design. i can attach it if you interested. I need to know which tool developer use for reporting.  I can also use C#, but not sure how to design template for reporting.

Can you guide to create reports for wss 3.0??

Thank you.
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Question by:guessdip
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ThatSharepointGuy earned 2000 total points
ID: 35131279
Here's how to do it in Access 2007, which is the only way I've ever run reports before, on Lists.

1

In Access 2007, add the List as a Table (it syncs both ways).

2

Then for a single List, use the Report Wizard in Access 2007.  

3

You can save the Report, and every time the Table/List is updated (either in Access or in the SharePoint List), any new Reports that you run will give an updated report on the list data.
Note:  If you are combining several lists, don't use the Wizard.  Use the Reporting Editor to manually create the reports.
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by:ThatSharepointGuy
ID: 35131291
Also, here's a quick rundown on how to link the two together if you weren't already familiar with it (Access/SharePoint) : http://sharepoint.microsoft.com/Blogs/GetThePoint/Lists/Posts/Post.aspx?List=8d9e2a99-f288-47c2-916b-2f32864f7b82&ID=68&RootFolder=*&Web=5e4647a0-e7d0-4626-b71c-b1ff06402465

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Author Comment

by:guessdip
ID: 35131623
Hi,
 Thanks for your replay. I can use access 2007 but you know all user does not have Access 2007 so we can get problem. I need to make report so i can display in sharepoint with live data.

Hope you understand my situatuion. Is it possible to make report in Access 2007 and display in sharepoint with live data.
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LVL 6

Expert Comment

by:ThatSharepointGuy
ID: 35131900
By "live data" are you meaning that it would update the report by itself, every time someone updates the list, without you having to click something?  If so, then no, there is nothing that is going to update a report like that, at least not that I know of.

Then again, running reports doesn't take much time (just a few seconds, possibly a little bit more if the lists is extremely large), so I don't see why you couldn't just run the Access report wizard whenever you needed to submit a report to your supervisors (or whomever).
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Author Comment

by:guessdip
ID: 35132087
Hi,
 you mean to say i can make report in Access 2007 and then copy that report to sharepoint. I want all user to see that report so i have to put report link or report in sharepoint anyhow.

Is it possible that we can copy that report to Sharepoint?
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LVL 6

Expert Comment

by:ThatSharepointGuy
ID: 35132244
guessdip,

I believe that I have misunderstood your original question.

You mean to say that you want to make a "Report List" in SharePoint, that reports on data from other lists?

So

ListA ====>
ListB   ====> ReportList
ListC ====>

Like that?  ListA, ListB, and ListC report to the "ReportList", so that you can view just one list for the report?  What sort of data do you want to be in the ReportList?

I was thinking that you could possibly create a workflow to do it, and have the workflow update the ReportList when someone updates ListA, ListB, or ListC.  I have very little experience with workflows, though...so I wouldn't be able to help out much on that point.

The workflow can be automatically started when a new item created or updated in any of the lists, so the update action will update the list item in the ReportList one at a time.  If you want to update list item more than one record, you can create a custom workflow using code, it will traverse all the list items using loop, check the conditions and update all the items that accord with the conditions.

You might have to create some custom code for this, but like I said - I don't have much experience with Workflows, unfortunately.  

You could check out the following links to see if they help you out any on that end.  I hope they do!

http://www.documentmanagementworkflowinfo.com/workflow/use-update-list-item-action-sharepoint-designer-workflow.htm

http://msdn.microsoft.com/en-us/library/ms564355.aspx
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