SharePoint List Insight Report Generator
This Copilot Studio skill turns any validated SharePoint list into an interactive business intelligence report with automated schema discovery, data analysis, visual insights, and downloadable HTML reporting.
Prerequisites
In addition to a configured SharePoint knowledge source, the agent needs SharePoint connector actions, agent flows, or equivalent tools for approved-list discovery and schema retrieval, paged item retrieval, and Create file. Configure Create file to publish only to a destination whose audience is no broader than the source list and items.
Who it’s for
Microsoft 365 users who need fast insights from SharePoint list data without building Power BI reports or performing manual analysis.
What it does
The skill automatically:
- Validates that the requested SharePoint list exists in the selected knowledge source before any processing begins.
- Discovers list structure, metadata, field types, and schema details.
- Analyzes all accessible list records.
- Identifies business trends, data quality issues, ownership patterns, and anomalies.
- Generates actionable business insights and recommendations.
- Produces a fully interactive HTML report that can be stored in SharePoint and shared with stakeholders.
Key capabilities
Intelligent List Discovery
The skill:
- Enumerates all available SharePoint lists in the selected knowledge source.
- Performs case-insensitive matching.
- Validates list existence before analysis.
- Prevents incorrect list selection through semantic guessing.
- Suggests available lists and closest matches when a requested list cannot be found.
Data Analysis
The skill evaluates:
General Statistics
- Total records
- Distinct values
- Missing values
- Completeness score
Trend Analysis
- Monthly trends
- Annual trends
- Growth patterns
Category Analysis
- Most common categories
- Frequency distribution
- Rankings
Ownership Analysis
- Records by contributor
- Top contributors
- Ownership distribution
Data Quality Analysis
- Missing information
- Duplicate records
- Suspected anomalies
- Data consistency issues
Business Insights
The report highlights:
- High-value trends
- Frequently used categories
- Fast-growing areas
- Potential process bottlenecks
- Data quality concerns
- Recommended corrective actions
Insights are prioritized based on business relevance and actionability.
Interactive HTML Report
The generated report is a single HTML5 file with inline CSS and JavaScript; Chart.js (version 4) may load from an exact versioned CDN URL with matching SRI integrity metadata and crossorigin="anonymous" as the only external dependency:
- Chart.js
Executive Dashboard
Displays:
- List name
- Record count
- Column count
- Last update date
- Top insights
- Key performance indicators
Dynamic Filters
Supports filtering on:
- Text fields
- Choice fields
- Lookup fields
- Person fields
- Date fields
All filters dynamically update charts, KPIs, and data tables.
Interactive Charts
Automatically generates the most appropriate visualizations:
- Bar charts
- Pie charts
- Doughnut charts
- Line charts
Features include:
- Hover tooltips
- Interactive legends
- Dynamic filtering
Advanced Data Table
Provides:
- Sorting on every column
- Ascending and descending sorting
- Global search
- Pagination
- Column visibility controls
- Export options
Export formats:
- CSV (Excel-compatible)
- Copy to clipboard
Record Detail View
Selecting a row opens a responsive detail modal showing:
- All field display names
- Internal field names
- Current values
- Complete record details
Report Output
Generated reports follow the naming convention:
Report_<ListName>_<yyyyMMdd_HHmmss>.htmlHow to Use
- Create a new Copilot Studio agent using the Copilot Studio UI.
- Add skill and knowledge source to your agent.
- Use simple instructions like
Using sharepoint-list-insight-report-generator, create an HTML report based on the selected SharePoint knowledge source.