Generate standard reports

From Nintex Automation (5.7) onwards there are two different apps for SharePoint. The legacy Nintex K2 for SharePoint: used for SharePoint on-premises and upgraded environments for SharePoint Online, and Nintex Automation for SharePoint: used on new installations for SharePoint Online. From Nintex Automation (5.8) onwards you can migrate your existing SharePoint Online solutions from Nintex K2 for SharePoint to Nintex Automation for SharePoint using the Nintex K2 for SharePoint SPFx migration tool.

Use this topic to discover how to generate (or re-generate) a report. See the Reports topic for information on running reports.

Images in this section may differ, depending on your version of SharePoint. For more information on the recent changes to SharePoint Online user interface (UI), see the SharePoint Online User Interface Changes knowledge base article.

You create reports at the same time as creating other application elements.

  1. When you integrate your list or library with the application, select both the Create Reports option and the Create Workflow option. You can just select the Reports check box, but keep in mind you need workflow data to report on.

    2. Alternatively, select Report from the SharePoint list or library ribbon to integrate your list or library with the application.
    Legacy K2 for SharePoint app

    SharePoint Online (SPFx) app

  2. Configure the workflow.
  3. Start a few workflow instances for your application so that there is some workflow data to report. In this example the workflow starts when items are added to the SharePoint list.
  4. Select Report from the SharePoint list or library ribbon to generate the report.
  5. The report shows as follows:

Regenerate reports using the Generate Reports option in the Application page. Use this feature in any of the following ways:

  • To create a new report if no report is generated
  • To re-generate the report if the report was originally generated with the application
  • To revert a report back to the original default state if you have customized it. Note: This reset any customizations you've done

To regenerate the report, click (+) New and select Generate Reports from the Application page.