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SatheeshVijayan-5744 asked SatheeshVijayan-5744 commented

Design custom reports for SharePoint online

Hi Friends,

I am trying to develop a custom report in SharePoint online. Basically its going to be a invoice generator kind of report where a PDF will be generated as invoice in a tabular form. So the data is going to be picked up from SharePoint lists and SPFx web part will be used to generate the PDF. The main challenge faced is to have a good report designer tool. I tried using HTML to PDF conversion, but the designing of HTML with headers/footers that you would expect in a report was not very easy and using Power BI here was not very intuitive. In the on-premise versions I had used RDLC to design and generate reports, so something similar is what I was looking for in Online or the best practice following in report development for SharePoint online (or in O365)

Can I have some help or advice on this.

Thanks and Regards,

Satheesh Vijayan

office-sharepoint-onlinesharepoint-dev
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1 Answer

MichaelHan-MSFT avatar image
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MichaelHan-MSFT answered SatheeshVijayan-5744 commented

Hi @SatheeshVijayan-5744,

You could use jsPDF library to generate PDFs in the SPFx web part: https://www.npmjs.com/package/jspdf

Here are some examples for your reference:

https://github.com/dmitryrogozhny/sharepoint-lab/tree/master/export-to-pdf

https://www.c-sharpcorner.com/article/generate-pdf-document-in-spfx/


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@SatheeshVijayan-5744,
Is there anything update? I'm willing to hear from you:)

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Hello MichaelHan,

Apologies for the response delay and Thanks for your advice.

We did get some idea on PDF conversion from your post, but again our main challenge was to get a good report designer. Like if you are designing a quote generation report you need to have header, footer, dynamic table contents etc. We could do all these with RDLC report designer or may be RLD reports (SSRS) in the earlier versions of SharePoint but in Online we could not find a good designer tool. When the design is ready (may be in HTML), we could use jspdf to convert that to PDF.

For now, we have designed our own template in HTML that we are trying out. I will post my reply here if we manage to get it working.

Thanks and Regards,

Satheesh Vijayan

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