How to connect to a SharePoint list in Bold Reports® Report Designer

To connect a SharePoint list in Bold Reports® Report Designer, generate a SharePoint authorization token, then add a Web API data source that retrieves the list data through the SharePoint REST API.

Generate the SharePoint authorization token

To connect SharePoint as a Web API in Bold Reports® Report Designer, you must provide an authorization token for SharePoint. The token is a security mechanism that grants access to SharePoint resources. Generate the authorization token for your SharePoint site before you continue.

How do I add a Web API data source in Report Designer?

To add a Web API data source in Bold Reports® Report Designer, follow these 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

How do I connect to a SharePoint list with a GET action?

To connect Report Designer to a SharePoint list, enter the list REST API endpoint, choose GET, add the bearer token in Headers, and click Connect.

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

The basic connection details look like the following 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. The grid shows the table values for preview. New connection panel

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

See also