SharePoint Document Issues

How to Use SharePoint or Teams for Team Folders and Daily Reports

Maira Mehtab Sep 22, 2026 868 views

Question details

A team needs a centralized system to create folders and upload daily reports so a manager can access and review them using Microsoft 365 Standard or E3 licenses.

Product: Microsoft SharePoint and Teams
Device & OS: not provided
Scenario: Setting up a collaborative workspace where employees can submit daily reports for managerial review.
Observed behavior: The user wants to identify the best method and exact steps to implement document libraries or channels for this workflow.

Before you start

Ensure you have Site Owner permissions in SharePoint or Team Owner status in Microsoft Teams to create new document libraries and adjust user folder permissions.

Solution 1Recommended

Set Up a Document Library in SharePoint

Creating a dedicated document library in SharePoint is the most effective way to manage permissions and organize daily reports for a team.

SharePoint provides granular permission controls, making it ideal for scenarios where a manager needs to view all files, but employees should only be able to upload their own reports.

Access your SharePoint Site

Log in to your Microsoft 365 account, open the app launcher, and select SharePoint. Navigate to the specific team site where you want to store the reports.

Create a New Document Library

Click on 'New' from the site homepage menu, select 'Document library', provide a name like 'Daily Reports', and click 'Create'.

Set Up Team Folders

Inside the new library, click 'New' > 'Folder' to create individual folders for each team member or for different days/weeks.

Manage Folder Permissions

Hover over a folder, click the three-dot menu (More actions), select 'Manage access', and assign 'Contribute' or 'Edit' rights to the respective employee while ensuring the manager has full access.

Permission Management: By default, SharePoint folders inherit site permissions. You must select 'Stop inheriting permissions' in the advanced settings to restrict folder access to specific employees.

Solution 2

Use Microsoft Teams for Collaborative File Storage

Microsoft Teams integrates directly with SharePoint and provides a chat-based interface that makes it incredibly easy for employees to upload daily reports.

Free Microsoft Office alternative

Create Your Daily Reports Seamlessly with WPS Office

While you manage your team's file storage in SharePoint or Teams, WPS Office offers a free, lightweight, and fully compatible suite to create and edit those daily reports before uploading them.

1. Download and Install: Visit the official WPS Office website to download and install the free software on your computer.
2. Create the Report: Open WPS Writer or WPS Spreadsheet to draft your daily report, utilizing built-in templates if needed.
3. Save and Upload: Save the file locally in standard Office formats (.docx or .xlsx), then drag and drop the file into your SharePoint or Teams folder.

Fully compatible with Microsoft Word (.docx) and Excel (.xlsx) formats used in SharePointLightweight application that runs smoothly on devices with limited resourcesFamiliar user interface for an easy transition from Microsoft OfficeBuilt-in templates for quick and professional daily report creation

microsoft office alternative - wps office

Frequently Asked Questions

Are files uploaded to Microsoft Teams stored in SharePoint?

Yes, every team in Microsoft Teams is backed by a connected SharePoint site. Files uploaded to the 'Files' tab in any Teams channel are automatically stored in the default SharePoint document library for that team.

How do I restrict employees from viewing each other's daily reports?

In SharePoint, you can navigate to the specific folder's 'Manage access' panel, click on 'Advanced', and select 'Stop inheriting permissions'. You can then remove general team access and grant unique 'Contribute' access solely to the specific employee and 'Read/Edit' access to the manager.

Can I synchronize SharePoint daily report folders to my local computer?

Yes, you can use the OneDrive sync client. Simply navigate to your SharePoint document library or Teams Files tab and click the 'Sync' button to make the folders accessible directly from your local File Explorer.

Document & File Issues