Reporting with SharePoint and Microsoft 365
It’s beyond question that reporting is an important part of a company. However, the manual creation of reports can not only be tedious, but also time-consuming. Especially in large companies with a correspondingly high volume of data (keyword “Big Data”), it makes sense to manage this data in systems.
These so-called “reporting systems” are often embedded in document management systems (DMS) or enterprise resource planning systems (ERP systems). Thus, these systems contain the data basis from which the reporting system can draw its information.
Visualising data with reporting systems
Reporting systems have the task of presenting the data collected in the organisation fully automatically and visually. This can be tables, as in our social media example, or diagrams and dashboards. These visualised data help to achieve more transparency, free up human resources and create a good, fact-based overview of the current business processes in the respective business areas. In addition, the problem of data silos is avoided, and all important information is taken into account.
Microsoft 365 offers a possibility to run automated reporting with its Power Platform. The business intelligence software (BI software) “Power BI”, which is available in Microsoft 365, is excellently suited for collecting data from different systems, such as ERP and DMS systems, preparing it and creating meaningful reports. These can then be made available to all users directly in SharePoint Online. Thus, it is possible, among other things, to display incoming orders, customer acquisitions, the planning of the business year and much more in SharePoint Online.
Creating reports easily in Shareflex
It’s easy to utilise data within the Shareflex solutions by Portal Systems with the help of Power-BI and process it in reports. All solutions within the Shareflex ECM Online product suite, ranging from contract and document management to incoming invoice processing, are based on SharePoint Online and Microsoft 365. If you’d like to know more about our solutions and reporting with Power-BI in Microsoft 365, please do not hesitate to contact us. We will help you find the right solutions to digitally support and advance your business.
