Generate Report

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This activity generates a text report from filtered list items as a data source.

The activity loads selected items from the list, creates a text report (see schema below), and stores the result in a text variable. You can use HTML tags to format the report.

This activity can be useful in many scenarios, such as:

  • Creating a report of a user’s active jobs, adding it to an email body, and sending the email.
  • Creating a client incidents report, adding it to an email body, and sending it to the client.
  • Generating an administrator’s warnings report, adding it to an SMS message, and sending it.
  • Creating dynamic CAML queries.
  • Generating dynamic email, SMS, or instant message contact lists.
  • Creating any text-based documents (e.g., HTML, XML).
Report schema:
[Header]
[Row for List Item 1]
[Row for List Item 2]
…
[Row for List Item N]
[Footer]

To display field values from the current list item in the Row Template, use the <%FieldName%> construction. This is an active text marker: the activity identifies the marker, retrieves the field value, and replaces the marker with the value in text format.

For example, if the Row Template is:

User '<%First Name%>'. His email is '<%E-mail Address%>'.

and the value of the “First Name” field is “Frank” and the “E-mail Address” field is frank@mycompany.com, the activity generates the following string in the report:

User 'Frank'. His email is 'frank@mycompany.com'.

You can use <%FieldName;#NetFormat%> to format field values. For instance, <%Start Date;#D%> formats the date as “Monday, June 15, 2009” for a long date output.

generate_report_1
SharePoint Workflow Designer Phrase

Generate report using this headerthis row templatethis footer from all items in current list and store result in variable.

Parameters

ParameterDescription
this headerOptional. The template for the heading section of the report.
this row templateOptional. The template for the report rows. Use the <%FieldName%> construction to resolve field values from the current list item. FieldName can be the field display name, field ID (GUID), or field index (int).
this footerOptional. The template for the footer section of the report.
AllOptional. List item filter. The filter string supports View Name, View ID, and CAML string (<Where>…</Where>). An empty filter returns all items. Use <OrderBy>…</OrderBy> to sort list items.
current listOptional. Source list. Default value is the current list.

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