How do I use Smart Folders in PBRS?

Smart folders are an easy way to group existing schedules together without re-organizing your original folder structure.

Smart Folders

  • Go to Smart Folder.
PBRS Home Menu
Power BI and SSRS General Wizard in Smart Folders in PBRS

General Wizard

  • Name: Type in a name for the Smart Folder.
  • Description(optional): Type in a description to help you identify what this Smart Folder is set up for.

Definition Wizard

Power BI and SSRS. Definition Wizard Smart Folders in PBRS
  • Set up any other conditions required and click Finish.
  • All schedules which fulfill these conditions will be shown in the folder.

Smart Folder Context Menu

Power BI and SSRS. Smart Folders Context Menu in PBRS
  • Right-Click on a schedule to see the following actions:
  • Properties: Edit the schedule from here. Or you can just double click on the schedule.
  • View as Report: To view the contents of a smart folder as a report.
  • Rename: Rename the folder.
  • Delete: Selecting this option will delete the folder.
  • Refresh: This will refresh the schedules in the folder.
  • Disable: It will disable all the schedules in the folder.
  • Enable: It will enable all the schedules in the folder.
  • Execute: This button will execute all schedules immediately.
Power BI and SSRS. Smart Folders Menu in PBRS