Smart Reporting - How to send reports from Smart Reporting to a SharePoint document library?

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    A common need for Smart Reporting (SR) is how can you send a report to a SharePoint document library.  In this document, I hope to illustrate a technique I have used in the past for Analytics and now with Smart Reporting.  The technique leverages email enabling the SharePoint document library to receive emails from Smart Reporting and then depositing the attached SR reports into the SharePoint document library.

     

    For the steps below, I am going to assume you have SR emails configured and working.  In general to email enable a SharePoint folder, you perform the following steps.  Please keep in mind these steps might differ slightly depending on the SharePoint version you have.  At any rate, you will likely need to engage your friendly neighborhood SharePoint administrator to help.

     

    1. At the top of your SharePoint Document library, you click “Library” and then select “Library Settings”.
    2. Select “Incoming email settings” under Communications.
    3. Select “Yes” to “Allow this document library to receive incoming e-mail?”
    4. Fill in the desired prefix for the email address (i.e. remedyreports) for the document library.  The prefix will get appended to the default email suffix for the SharePoint server (i.e. @acmesharepoint.com).  For example, all Smart Reporting report attachments  emailed to remedyreports@acmesharepoint.com will land in this SharePoint document library.
    5. Set how you want to handle Email attachments. Select the option that best fits your needs.
      1. Save all attachments in root folder
      2. Save all attachments in folders grouped by e-mail subject
      3. Save all attachments in folders grouped by e-mail sender
    6. Set how to handle the Email Message.  You can select “Yes” or “No” on saving your original incoming e-mail message.  I typically have “No” selected since I only care about dropping the Smart Reporting report attachment into the SharePoint document library.
    7. Select “Ok” to save your settings.
    8. In my example and assuming you have Smart Reporting emails working, you simply have Smart Reporting send an email with attached Smart Reporting report to remedyreports@acmesharepoint.com.

     

    Again, you will likely want to touch base with your SharePoint administrator to help.  However, these steps should help in communicating with your SharePoint administrator what you need. Additionally, there are a number of articles you can Google on email enabling a SharePoint folder (document library).  This is a great solution in easily dropping reports into Sharepoint without the need to deal with FTP.

     

    I hope you find this helpful.

     

    Cheers,

     

    David Conrow