How to create Reports for the infopath form data

Hi All,

I have a requirement to generate reports in SharePoint based on InfoPath form data which is submitted into form library. Do I need to store each InfoPath form data into SQL Database/MS Access Database. if yes, can any one  help me on this how to save InfoPath form data into DB while submitting into "Form Library". based on the data stored in DB how to create  and view the report in SharePoint?.

Thanks in Advance,

September 6th, 2013 3:09pm

Hi,

Can you create views on the Form data? When you are submitting the InfoPath form, the metadata can be used to create different views and this could server your purpose. Let us know if I understood it wrong.

Free Windows Admin Tool Kit Click here and download it now
September 6th, 2013 3:29pm

Thanks for your quick reply Joshi, how can I view as a report when I create a views. and also I have a fields like submitted date, submitted by, approved by, period of time for the approval, etc. I want to create around 20 reports. so, my idea is when submitting the form into form library if can able to save data into MS Access Database as a table from there I can create reports and export it into any of the library/ list. from there I can view using report viewer web part. but  I don't know whether it  possible or best method to do. please share me if you have any idea or samples.

Thanks,

Satish

September 7th, 2013 2:13am

Hi Satish,

I do not understand what you specifically mean by "Report"? A report is just a data with specific columns, isn't it? If you create form views with specific columns in the Datasheet view, then it will be report. You can export any view in Excel.

If you are using Report Server, then you have not explained the issue correctly. Report Viewer web part is installed with SSRS. Is this what you are referring to? If you are using this, then obviously the approach I meant is not correct.

Free Windows Admin Tool Kit Click here and download it now
September 9th, 2013 1:55pm

Thank you for asking the questions for clarification, my requirement is like below 1. Need to insert all infopath form fields data into Access Database when i am submitting to the Form library 2. Create Access Reports like based on time period, based on submitter name, based on state, city, and combination of these etc. 3. Sync Access Database every time i am updating the form 4. View Access Reports in share point site PS: I worked on this like below approch 1. Written Web Service to Sync Access Database for the Infopath form 2. Create Access Reports 3. Publish using "Publish to Access Services" by providing site URL it will create a subsite there i can able to see reports, tables, macros etc. but that is not an user friendly like i am not able to apply my branding because it is pointing to /_Layouts/accsrv/Modifyapplication.aspx. could any one suggest me on this.
September 12th, 2013 6:34pm

Did anyone ever answer this question as I to have a requirement to generate a report on the data entered into sharepoint through InfoPath.
Free Windows Admin Tool Kit Click here and download it now
November 19th, 2014 8:48pm

It is uncomfortable to see help threads go unanswered.  So to assure there is sometype of closure here, and to help out others.... This message also is for dugasani...

When you have a list or document library on SharePoint your data will stay there and does not need to go anywhere else.

With InfoPath and Access you can link to that list or document library in SharePoint.  You can create report like forms with InfoPath or reports within Access. 

The big difference between InfoPath and Access; 1) with InfoPath you can publish it to a SharePoint location and when users click on it, it will pull live data from your SharePoint list or document library and open up your newly created InfoPath form that looks like a report. 2)with Access, you need to upload or publish the entire Access database file to SharePoint.  Then users will need to click on Access icon, open the database,  and then have a way to get to the Access report.

May 13th, 2015 8:46pm

This topic is archived. No further replies will be accepted.

Other recent topics Other recent topics