Connector · Files & spreadsheets

SPMicrosoft SharePoint + Klayara

SharePoint lists and files as dashboards. Connect SharePoint to Klayara to chart the lists and Excel files your departments keep there — requests, registers, trackers and budgets. Department heads see their own lists, leadership sees them all, and summaries arrive by email or Slack. Ask our team to connect it for you.

Scheduled importCloud or self-hostedPermissions applied everywhere

What you can see

Your Microsoft SharePoint data, readable by everyone who should see it.

  • SharePoint lists as charts and tables
  • Department files combined into one view
  • Permissions by department
  • Scheduled summaries
Explore dashboards & charts
How it works
  1. Connect — tell our team which Microsoft SharePoint account to use, and we connect it with you.
  2. Choose tables — pick what to make available, and how often to refresh.
  3. Build — drag and drop charts, set who sees what, schedule the reports.
Done for you

Our BI developers can connect Microsoft SharePoint and build your first dashboards as part of onboarding. About the service.

Ask us

Want Microsoft SharePoint in Klayara? Ask our team about connecting Microsoft SharePoint — tell us what you report on and we will set it up with you.

Dashboards to start with

What teams build on Microsoft SharePoint.

Request tracker

Requests by status, owner and age.

Risk register

Open risks by rating and owner.

Department budgets

Budget files from each department combined.

Asset register

Assets by location and condition.

Also in files & spreadsheets

Connect these alongside Microsoft SharePoint.

All connectors
FAQ

Microsoft SharePoint questions, answered.

Something else on your mind? Ask us directly — a person answers.

How do we connect SharePoint to Klayara?

Ask our team about connecting SharePoint. Tell us which account to use and what you report on, and we set it up with you — usually as part of onboarding, so your first dashboards are ready when you start.

Can managers ask questions about our SharePoint lists?

Yes. They ask in plain words and get charts, within their permissions. Klayara AI comes with the Growth and Enterprise plans (Growth includes 150 AI credits a month for the whole workspace) and runs only when someone clicks.

Can lists from several sites be combined?

Yes. Bring them in and Klayara shows them as one table you can filter by site.

See your Microsoft SharePoint data in Klayara.

Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.

Talk to sales

Prefer to see plans first? See pricing

Contact usWhatsApp