What to Expect from a Process Automation Tool for SharePoint

Posted on

SharePoint is the perfect platform collaboration and file sharing. As a portal for online document management and viewing, it only makes sense to use it as a business intelligence tool. Reports and other relevant data can be placed in SharePoint, creating a central location for users to securely access reports. How can administrators publish these reports to SharePoint? A few cleverly written batch files could place generated reports in a SharePoint directory via the file system, however a more efficient (and time saving) method could be found in a process automation tool.

A process automation tool that interfaces with reporting engines such as SSRS or Crystal Reports can generate the report, however such tools will need to go to the extra step and automatically deliver the file to the proper SharePoint directory. Moreover, the tool must associate the proper metadata with the file. The report should be able to refresh at regular intervals to ensure users are viewing the most accurate data in SharePoint. Most process automation tools for reports can send reports to SharePoint automatically. However, do they accomplish everything that a SharePoint user would expect?

Many users could expect a process automation tool that could generate dynamic reports and automatically place unique report outputs into corresponding directories. This ensures that only users who are authorized to view a specific report version will only see the relevant data. Going the extra distance, reporting tools that integrate with SharePoint should allow metadata to be populated with each report. This makes it much easier for users view information about their reports. Finally users should expect a process automation tool to deliver reports to multiple SharePoint environments. In some cases, firms maintain separate SharePoint systems, but have a centralized reporting system. Process automation tools such as CRD can deliver reports to an unlimited number of SharePoint directories and environments.

SharePoint is a great system for document sharing and report viewing. Integrating a dynamic process automation tool moves SharePoint from a file viewer, to a dynamic report viewing system. What would you expect a process automation tool that integrates with SharePoint? What business needs could process automation tools satisfy to make the most of your SharePoint environment? Feel free to comment below.

To learn more about reporting tools for SharePoint, visit

Republished by Blog Post Promoter

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>