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Validate a SharePoint list, analyze it, and return an interactive HTML report link.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "sharepoint-list-insight-report-generator" skill from askskill: 1. Download https://raw.githubusercontent.com/microsoft/cat-agent-skills/main/submissions/sharepoint-list-insight-report-generator/SKILL.md 2. Save it as ~/.claude/skills/sharepoint-list-insight-report-generator/SKILL.md 3. Reload skills and tell me it's ready
Using the connected SharePoint knowledge source, check whether a list named "Project Issues" exists. If it does, analyze the list, generate a single-file interactive HTML report, save it to the approved SharePoint destination, and return the report link.
It first confirms whether the list exists; if yes, it returns a SharePoint link to the HTML analysis report, otherwise it returns available lists for selection.
Create an insight report for the SharePoint list "Campaign." First verify that the list name matches exactly; if it does not, do not guess—list the available lists in the current knowledge source for me to choose from.
If "Campaign" exists, it generates and saves an interactive HTML report; if not, it stops and returns candidate list names.
Analyze the SharePoint list "Support Tickets," focusing on its schema, person fields, choice fields, and overall distribution across accessible records, then return the saved interactive HTML report link.
It returns a link to a single-file HTML report containing the list schema summary and data insights.
When analysts or office workers need a quick overview of a SharePoint list, this skill first validates the target list, then generates an interactive HTML report and returns its link. This makes it easier to store and share findings in SharePoint.
When a user provides business terminology instead of an exact list name, the skill does not guess semantically. It lists available lists in the knowledge source so the user can make an explicit choice, reducing the risk of reporting on the wrong data source.
When organizations require the report audience to be no broader than the source list and its items, this skill saves the report to a pre-approved SharePoint destination. It fits internal reporting scenarios with controlled sharing requirements.
The documentation describes the required capability checks and workflow for the skill. It first verifies that the SharePoint setup can discover approved lists and schemas, retrieve items page by page, and create a file that returns a URL or path. It then validates the target list by exact match instead of guessing, summarizes the list schema, analyzes accessible records, and produces a saved single-file interactive HTML report.
Before starting, verify that configured SharePoint connector actions, agent flows, or equivalent tools can discover approved lists and their schemas, retrieve list items page by page, and invoke Create file to return the created file's URL or path. A SharePoint knowledge source alone does not guarantee these capabilities. If any capability is unavailable, stop and name the missing capability.
Before performing any analysis, enumerate all SharePoint lists available in the selected knowledge source.
The requested data source must be explicitly mapped to an existing SharePoint list.
Allowed conditions to continue:
Forbidden behavior:
Examples:
User request: Create a report for Campaign
Available lists:
Result: Proceed with Campaign.
User request: Create a report for sales data
Available lists:
Result: Stop. Return available lists. Ask the user to select one.
User request: Create a report for quarterly revenue
Available lists:
Result: Stop. Do not select Campaign.
Proceed only if the requested list exists. For example: if the user requests "sales" and only a "Product" list exists that happens to contain sales-related data, stop and ask the user to choose an existing list from the knowledge source.
Retrieve:
Generate a schema summary.
Analyze all accessible records within the confirmed scope, retrieving them page by page through the configured tool and following its continuation tokens. Before retrieving a detailed report, enforce the tool's row and report-size limits; when either limit is absent, also use a conservative cap of 1,000 rows. If the scope would exceed an applicable limit, ask the user to narrow it. Never silently truncate or sample records.
Generate:
Create business-oriented insights.
Examples:
Prioritize actionable recommendations.
…
It is used to perform insights or reporting analysis on a list in a connected SharePoint knowledge source. It first validates that the list exists, then generates and saves a single-file interactive HTML report, and finally returns the SharePoint link.
It requires configured SharePoint connector actions, agent flows, or equivalent tools that can discover approved lists and schemas, retrieve list items page by page, and call Create file to return the created file URL or path. If any capability is missing, the process should stop and name the missing capability.
The skill only proceeds on an exact match, an explicit user selection, or an explicit alias in list metadata. Otherwise, it stops, does not guess from business terms, column names, or data values, and returns the available lists for you to choose from.
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