WiZRR Report Builder is a powerful tool that empowers you to create stunning, customized reports effortlessly. With its intuitive drag-and-drop interface, you can easily design reports tailored to your specific needs. No coding required!
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Report Builder Features
Dashboard
Report Creation
Multi-List Selection
Date Filter
Column Customization
Report Export
Dashboard
The main dashboard offers a user-friendly interface designed for efficient management and navigation of all reporting features within the Report Builder. Here, users can quickly access options to create, view, and modify reports, apply various filters, and adjust settings to meet specific data needs. The dashboard serves as a central hub where users can track recent reports. With real-time data connections, the dashboard ensures that all insights are current, empowering users to make timely, data-driven decisions.
Create Report
Easily initiate report creation with guided options that streamline data selection and customization within SharePoint. The “Create Report” feature walks users through a step-by-step process, simplifying list selection, date range application, and filter settings. Users can select primary and secondary data sources, adjust column preferences, and apply custom naming conventions to tailor the report output precisely to their needs. Designed with flexibility in mind, this feature allows for quick adjustments, ensuring that reports capture the most relevant data insights while maintaining consistency and accuracy across different datasets.
Primary List Selection
The Primary List Selection feature allows users to choose the main SharePoint list that will serve as the foundational dataset for their report. This selection is crucial, as it determines the core data structure and ensures that all subsequent information aligns with the chosen list’s fields. Users can browse through available lists, preview data, and confirm the most relevant list for their reporting needs. This feature simplifies data management by allowing users to start with a well-defined dataset, setting the stage for meaningful, accurate insights in the final report.
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Trusted by multiple leading companiesSecondary List Selection
Secondary List Selection feature enables users to enhance their reports by integrating multiple additional SharePoint lists alongside the primary dataset, supporting comprehensive, multisource reporting. By selecting related lists, users can create more robust reports that bring together data from various sources within SharePoint, providing a holistic view of relevant information. This feature facilitates cross-referencing between lists, allowing users to uncover relationships, trends, and deeper insights across the list data.
Date Filter on Reports
The Date Filter feature allows users to focus reports on specific timeframes, enhancing both relevance and precision in the data displayed. By selecting custom date ranges, users can tailor reports to analyze trends, activities, and metrics within chosen periods. Date filter can be applied on any list columns where the data is stored as a date-time property. With intuitive date pickers and flexible range settings, the Date Filter ensures that each report aligns with the exact relevant data filtered on the selected date column.
Column Selection on Lists
The Column Selection feature empowers users to refine their reports by choosing only the most relevant columns from their selected lists, ensuring a focused and streamlined data view. By customizing column selections, users can highlight key data fields, exclude unnecessary information, and tailor the report content to meet specific analytical or business needs. Additionally, with the flexibility to adjust column selection per report, users can create a range of reports that serve different purposes while maintaining clarity and precision in their data presentation.
Column Renaming
Column Renaming feature allows users to rename columns within their reports to enhance clarity, consistency, and alignment with organizational or reporting standards. By customizing column names, users can replace technical or ambiguous labels with familiar, descriptive terms that make the report easier to understand for a broader audience. With simple renaming options, users can tailor reports to communicate insights more effectively, supporting better decision-making and improved report readability.
Column Order
Column Ordering feature allows users to reorder columns within their reports to enhance the data ordering on the view of the report. By customizing column order, users can replace the existing column order and make the report more presentable and make the report easier to understand for a broader audience. With simple reordering options, users can tailor reports to communicate insights more effectively, supporting better decision-making and improved report readability.
Generated Report
The generated report provides a comprehensive view of the data, organized based on the selected filters, column order, and predefined lists. By reviewing the completed report, users can quickly identify trends, outliers, and key metrics, enabling informed decision-making. The structure of the report should align with the goals of the analysis, ensuring that each data point is actionable and relevant to the objectives. Generated reports can be exported to Excel/CSV data formats for offline analysis over the data.
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Have a question? check these answers.
The Report Builder provides tools to create, customize, and manage data reports from SharePoint lists, supporting data-driven decisions.
The dashboard can be accessed from the Report Builder homepage, offering options to create, view, and manage reports.
The dashboard allows you to initiate report creation, apply filters, track recent reports, and access real-time data.
Use the “Create Report” button, which guides you through data selection, filters, and customization in a step-by-step process.
This feature lets you select the main SharePoint list for your report, forming the foundation of your data.
Yes, with the Secondary List Selection feature, you can include additional SharePoint lists for a comprehensive report.
The Date Filter feature lets you specify date ranges for your report, focusing on data within selected timeframes.
Which columns are included in my report by default?
Use the Column Selection feature to choose relevant columns, excluding unnecessary data for a clearer report.
Yes, the Column Renaming feature allows you to change column names for clarity or to match organizational standards.
Renaming columns can improve readability and make data more understandable for users unfamiliar with technical terms.
The Column Order feature lets you rearrange columns for better presentation and easier understanding.
Yes, each report can have a unique column selection, order, and naming to suit different reporting needs.
The generated report displays your customized data view, ready for analysis and review.
Yes, generated reports can be exported to Excel or CSV formats for offline analysis.
The Report Builder connects to real-time data, ensuring reports reflect current SharePoint list information.
The Report Builder allows you to save and reuse report settings, helping to streamline recurring reporting tasks.
Currently, reports are limited to lists within the same SharePoint site as the Report Builder.
You can apply the Date Filter on any column with date-time data, allowing flexibility in date filtering across different columns.
Access is controlled by SharePoint permissions, ensuring only authorized users can create or view reports.
You can login through your M365 login id.
WiZRR products are built on SharePoint Online. Thus you will need active SharePoint Online License.
Yes, we do provide proper training and documentation on the WiZRR products deployed
All WiZRR application data resides on your M365 SharePoint tenant. Our team does not have any access to your data.
WiZRR applications are deployed on your tenant. .We will charge you a perpetual user license fee and implementation fee. Our pricing is based on the product you sign up for.
We charge you on one time deployment of our as-is product on your tenant. We charge you our fixed license and implementation fees.
You can get into an Annual Maintenance Contract with us. In the AMC model ,we support you with any bugs, issues and ongoing support and maintenance.
Yes, we can customize the application according to your requirements. Our technical team will assess the scope of work, and based on technical feasibility, we will implement the necessary changes.
WiZRR Applications are built on top of Microsoft 365 (M365) which offers robust document and content security through features like encryption, Data Loss Prevention (DLP). Multi-Factor Authentication (MFA) and conditional access enhance identity protection, role-based content access. Advanced Threat Protection (ATP) guards against malware and phishing. M365 also supports compliance with audit logs, and eDiscovery. Secure collaboration is enabled via external sharing controls and guest access, and endpoint protection is ensured through Microsoft Defender and Intune. The platform’s Zero Trust model ensures comprehensive protection for documents across various access points. This is entirely governed by Microsoft based on your license type
WiZRR offers a wide range of modules, covering major processes of any organisation like Intranet Portal, DMS, Travel and Expense, Claims, Approval Workflow, Procurement Management, Contact Management, Audit Management, Task Management, Performance Management, Project and Timesheet, Recruitment, Incident Management, Conference Room Booking, Helpdesk and Report Builder.
Yes, WiZRR assist their client by providing training through train the trainer program.
We charge one time deployment and implementation fees for our product. However, to tackle any bugs and issues client is requested to have AMC contract.
Client can report issues on [email protected] for any bugs or issues. A support executive will take the action further.
Yes, all WiZRR’s modules are SharePoint based applications and requires Microsoft 365 licenses to access them.
Implementation includes setting up the environment, setting up master data, setting up user permission, and setting menu permission all as per the company policy.
Raise an inquiry through website contact us form or can get in touch with our sales executive through the number shared on the contact us page and our sales executive will take it further from there.
Yes, we can try for SharePoint On Premise on SharePoint 2016 or 2019, there may be few changes though.