Export Report to PDF, Email, SP library, etc.
Export Report results to...
- a SharePoint list or library instead of to Excel so all users can see it and set up alerts on it
- in a CSV format
- a PDF file
- send by email, even automatically send some of the reports to the site owners for example
- a fileshare, or drive of your choice
Also able to do so with Custom Reports.
Stephanie Pelland
shared this idea
This has been our number one request in what seems like forever, but with today’s release of ShareGate Desktop, we can finally have a new number one!
We’ve added the ability to automatically export reports and migration reports to a SharePoint document library upon completion of the task. By leveraging the power of Microsoft Flow (or workflow for on-premise users), you will be able to move that report to wherever you want, be it email or PowerBI.
The options can be found in the setting screen of the report or in the options tab for migrations.
We know we don’t cover the PDF part of the request, but we encourage to go vote for it here: https://feedback.sharegate.com/forums/912880/suggestions/38625361
For the full content of the release, please see: https://sharegate.com/blog/automatically-export-reports-to-sharepoint-release
74 comments
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Anonymous
commented
Hi Shargate team,
Thanks for the great application. i used it in the past and I'm happy we'll probably soon buy a license so I can use it again in my new job.
I would like to participate to make Sharegate even more better than it already is. Personally I think the reporting part is not used a lot by many people. Atleasted if I talk about it with fellow SharePoint people not a lot heard of it.
One thing I would like to see is the scheduling of reports to be improved. In some cases like audits we delegated the control and would like to send the CSV on a timed basis to a person.
Now I can schedule it but not sent it to a owner.Thanks in advanced,
Kind regards,
Maarten -
Anonymous
commented
I run this report for managers to verify permissons for employees but it only allows me to export it in excel format which is hard for a manager to read. What would be helpful is to get out a PDF that looks exactly like what comes out on the Sharegate screen.
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Anonymous
commented
Need this to automate SP/SPO management and reporting
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fran.lyons
commented
Hi there, this is nothing dire - just a request. I love the audit report that you offer. Since this information is typically requested by a site owner (usually of a sub-site where they don't have access to this feature), it would be great if email functionality could be added so that scheduled reports can be automatically emailed to the requester., eliminating SharePoint Farm Admins from having to act as middle man.
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Anonymous
commented
I need to automate the process of Inventory of a specific site and, at the end of process, export automatically the report in a fixed location.
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Anonymous
commented
Would be nice to have an export on the listings within insights so that it can be forwarded to the end uses. Such export would be ideal with [Name], [URL], [Last Used Date] (column names for easy reference).
Thanks -
Anonymous
commented
Nous partageons déjà certains rapports d'autres outils avec le Business et nous aimerions en faire de même pour ShareGate. ShareGate dispose de rapports intéressants sur le contenu.
Nous avons mis sur pied un centre de compétence « collaboration » interne composé de personne du business ayant un intérêt prononcé pour SharePoint. Ils nous aident (nous l’IT) à promouvoir la collaboration et la gouvernance SharePoint dans les départements. Ils disposent de droits de « Owner » sur les collections de sites de leur département respectif, mais n’ont pas de privilège pour opérer directement avec des outils tel que ShareGate. C’est pourquoi un envoi automatisé des rapports à ces personnes-là serait bien pratique. -
Anonymous
commented
I'd like to see a way to automate running and exporting a report, such as the permissions matrix report. For migration of OneDrive from tenant to tenant, I need to run this for many users so it can be sent to them to point out where they have external shares and can then recreate those external shares if they're still relevant. Furthermore, it would be good to get that permission matrix so I can revoke permissions prior to migration to avoid users changing data on the source site.
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M Simone
commented
Provide an ability to export or save off custom reports, either to provide them for another licensed user or be able to restore them.
Several times my profile has been corrupted and I lost all my custom reports.
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Anonymous
commented
It would be great if there was an option to have reports saved to designated locations, such as to a folder, or sharepoint document library. Automating this process would be a life saver.
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Kim
commented
This would be great, we had to write our own .net report to read the SharePoint Audit logs and produce the report automatically, it would definitely be nice if this was included in Sharegate since it is there to run the report, just need it to be able to schedule it run and send the report to a central location.
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Anonymous
commented
It would be great if we could have scheduled reports be sent to an email or saved to a document library.
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jesus.leon
commented
Hello,
I love the feature to be able to schedule to run reports. I think it would be awesome if we had the capability to also set the store location for those automatic reports.
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Micah Rairdon
commented
Our use case is to take the site owners report and make it available and up-to-date via SharePoint for business users to identify who to contact for getting access to particular sites.
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maxime.bergeron
commented
Same as the previous comment. It would be nice to export report in CSV, XLSX or PDF by email scheduled for each day or each week or each month, etc.
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Jeroen Schoenmakers
commented
Just some thoughts after quite a few migrations with SG: One of the most important things of the migration process is to measure (and share) the rate of success. SharePoint is quite good to share.. Maybe using a 'migration site template'? Where the Sharegate tool can automatically report on progress.
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Anonymous
commented
I agree with the sentiment that scheduled reports are very nice, but are vastly more useful when they are also automatically sent out as CSV, or PDF, or XLS. to either email or SharePoint.
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Michael
commented
What the ****! this has been a request for over a year and with the most votes and there isnt so much as an acknowledgment from sharegate on this.
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Nina
commented
Would be great to automatically export the scheduled report to a sharepoint library. Also, is it possible to filter the "All Tasks" so that I can see only the reports and not all of my other completed tasks? Thank-you.
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Anonymous
commented
Using the audit feature is nice in SharePoint and required for our government agency on some of our solutions, management wants a daily report on certain user access for some sensitive solutions, would be nice to make the exporting function a feature of Share-gate, or something that would allow it to be written to a special library for there viewing and filtering, rather than the manual daily process I have to do!...