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How to connect to share point list

The Bold Reports allows you to connect to the SharePoint data source that retrieves data from a share point list using the REST API interface.

Generate Authorization token

To establish a connection as a web API in Bold Report Designer, providing an authorization token for SharePoint is important. This token serves as a security mechanism that grants access to SharePoint resources. So you have to generate the Authorization token for your SharePoint.

Choose web data source

To configure the web data source, follow the below steps:

  1. Click on the Data icon in the configuration panel. Data icon configuration panel

  2. In the DATA configuration panel, switch to DATASOURCE and click the NEW DATASOURCE button. New Data Source Panel

  3. In the connection type panel, choose the Web API data source type. Connection types panel

  4. After clicking the data source, the NEW DATASOURCE configuration panel opens. Specify the data source name without special characters in Name field. Web datasource properties

Connect to share point list with GET action

  1. Enter a valid REST API sharepoint list endpoint in the URL text box to perform the GET action.
  2. Choose GET in Method drop-down.

Now, the basic connection details look similar to the below image, GET configuration

Provide Authorization and Bearer token as key-value pairs in Headers. GET action with headers

Click on the Connect to proceed with the query design pane. The query design pane will show a schema list in the left pane. Left schema

Drag and drop the table from the left pane in the query design view page and execute. Its corresponding values will be shown in the grid for preview. New connection panel

Click Finish to save the data source with a relevant name to design the report with the share point list. New connection panel