3 docs tagged with "data-connections"

Connect Report Forge to OptiPlan schedules, SQL Server databases, Excel files, and SharePoint lists as reporting data sources.

Admin reference for managing Report Forge data connections — SharePoint, Kazinex Planner, and external sources — including credential rotation, re-auth, health monitoring, and connection lifecycle.

How to configure SharePoint data sync in Report Forge — OAuth setup, site and drive selection, sync schedule, field mapping, and re-auth troubleshooting.