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POWER BI PRO REPORT AUTOMATION

Automate Power BI Reports with Pro—Without Premium Capacity

PBRS Power BI Report Scheduler

Use PBRS with supported Power BI Pro configurations to create recipient-specific reports, assemble complete report packages, and automate delivery without adding Premium or Fabric capacity for this workflow.

SPECIAL OFFER FOR NEW PBRS CUSTOMERS

$249.59/month equivalent — $2,995.08 billed annually

Or $299.95/month, billed month to month. Purchase by December 31, 2026.

Personalize filters, parameters, formats, and delivery for each recipient.

Combine multiple reports in one email, PDF, Excel workbook, or ZIP file.

Schedule or trigger PDF, Excel, and CSV reporting workflows.

Deliver securely by email, SharePoint, cloud storage, FTP, and other supported destinations.

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PBRS automatically assembles Power BI reports into a coordinated package and distributes it to email, cloud storage, collaboration platforms and secure folders.

FROM POWER BI PRO TO REPORT DELIVERY

You Build the Reports. Who Handles Everything After?

When you create and maintain Power BI reports yourself, you may also be responsible for filtering each version, assembling files, scheduling delivery, and fixing failures. PBRS automates those recurring tasks so you can manage the complete process from one place.

01

Stop Preparing Every Version by Hand

Use one data-driven schedule to apply the right filters, parameters, format, and delivery instructions for each customer, department, or location.

02

Stop Assembling Packages Manually

Run multiple reports and send them together as separate email attachments, a ZIP file, a bookmarked PDF, or an Excel workbook with separate tabs.

03

Stop Watching Every Delivery

Schedule or trigger the workflow, deliver each output automatically, and use run history, notifications, and retries to handle exceptions.

POWER BI PRO + PBRS

What Can You Automate Without Buying Capacity?

Compare what you would do with Power BI Pro alone with what PBRS can handle for you on a supported Pro setup.

Personalize each delivery

With Pro alone With Pro + PBRS
Send a different report view to each person
A standard subscription can send a report, but Microsoft’s automatic per-person filtering requires capacity. Example: Sending Mary the East region and John the West region automatically needs that capacity-backed feature. PBRS can use one recipient list to make each person’s version. Example: Mary gets East and John gets West from the same schedule.
Change more than the report filter
You would set up variations yourself or build another process. Example: Twenty stores needing different filenames, recipients and messages mean twenty sets of details to manage. PBRS reads those details from your data. Example: Each store gets its own filter, filename, email message and destination from one schedule.

Build the files people need

With Pro alone With Pro + PBRS
Create report files automatically
You can schedule an email showing a report-page preview for internal recipients. Automatically generating a full PDF through Microsoft’s Export to File method requires capacity; a full-report subscription attachment requires Premium capacity or PPU. Example: Your manager gets a morning preview, but producing and sending the complete PDF needs one of those additional options. Schedule a PDF or other supported output and send the finished file to recipients who do not have Power BI licenses. Example: Email the morning sales PDF to your manager and outside partners; they open the file without signing in to Power BI. 
Generate and deliver several reports together
Generate each report, then manually combine or protect the files and deliver them yourself—or build a separate process. Example: Prepare the sales and inventory reports and send them together in the same email.  PBRS runs the reports as one package, then delivers them as individual files, a password-protected ZIP, one bookmarked PDF, or one multi-tab Excel workbook. Example: Send the sales and inventory package in a single email; or merge it into a single XLSX and save it to SharePoint, SFTP, or a folder. 
Make a different package for each recipient
A Pro subscription does not choose and assemble a different collection of reports for each person. Example: You would prepare a finance pack and an operations pack separately or build a custom process. PBRS can choose the reports from your data and assemble each package. Example: Finance gets budget and revenue reports; operations gets inventory and delivery reports.
Send Power BI visual data to Excel or CSV
You can manually export supported visual data. For a recurring, formatted workbook, you would add your own automation. Example: Export a sales table and format it every Monday. PBRS can automate supported summary or underlying-data exports. Example: It sends the Monday sales data as a formatted Excel workbook or CSV.
Protect a PDF before sending it
You would use another tool or extra steps after export. Example: Add a password and expiry setting to each customer PDF before emailing it. PBRS can apply supported PDF security settings in the workflow. Example: Each customer receives a password-protected PDF with the chosen permissions and expiry.

Run and deliver reliably

With Pro alone With Pro + PBRS
Run reports on your business calendar or an event
Standard subscriptions handle ordinary recurring times. Unusual dates or event-based delivery need another process. Example: Run on the third business day, or only when a file arrives. PBRS can use custom calendars and supported event triggers. Example: It starts the report on the third business day or when the file arrives.
Wait for fresh data
Pro can refresh your data on a schedule. Making file delivery wait until that refresh succeeds needs extra coordination. Example: Avoid emailing yesterday’s numbers when refresh runs late. PBRS can coordinate supported refresh and reporting. Example: It waits for the refresh to finish, then generates and sends the current report.
Do other work before or after a report
Power BI subscriptions cannot run custom tasks before or after a report. You would build those steps in Power Automate or code. The file-handling steps do not require Power BI capacity, but automatically exporting the report through Microsoft’s Export to File action does. Example: Watch for an incoming file, generate the PDF, then archive the file.  PBRS includes workflow actions that can run before, after, or independently of the report. Example: Check for the file, run the report, then archive the result.
Send files where they belong
Native subscriptions send email. Sending a file to another destination needs more work, and native subscriptions to external recipients require paid capacity. Example: Place a customer PDF in an SFTP folder. PBRS sends supported files to the destination you choose. Example: Email the manager, save a copy in SharePoint and place the customer file on SFTP.
Handle failures and reports with no data
A standard subscription cannot check for an empty report before sending it or apply your own retry rules. You would need separate automation to check the data and handle delivery problems. Example: Check whether a customer has any sales before sending their monthly report, then investigate or retry if delivery fails. PBRS can retry supported failures, notify you, and follow your rule for reports with no data. Example: If the monthly report runs but finds no data, PBRS emails the recipient to explain that, so they know the report was not missed.
Resend the same file later
You would need to recreate the report with the original filter and date values, then send it again. Example: A customer asks for the exact report sent last Tuesday. PBRS can keep the generated output and resend it without running the report again. Example: Resend last Tuesday’s file with the same figures.

 

SPECIAL OFFER FOR POWER BI PRO USERS

Choose Your PBRS Pro Offer

Get the complete PBRS reporting and delivery workflow at a special price when you purchase by December 31, 2026.

ANNUAL SUBSCRIPTION

$2,995.08/year

Billed annually. Equivalent to $249.59 per month.

Keep the same annual price if you renew no later than your anniversary date.

Buy Now — Annual

MONTHLY SUBSCRIPTION

$299.95/month

Billed month to month.

Your $299.95 monthly rate is guaranteed while your subscription remains active.

Buy Now — Monthly

Both options include

✓ All PBRS functionality

✓ One PBRS installation

✓ Unlimited users

✓ Up to 100 Peak Outputs

✓ Unlimited technical support

✓ Product updates and new PBRS features while subscribed

Offer terms

Who qualifies: New customers who have never previously purchased a PBRS license.

Purchase deadline: 11:59 p.m. U.S. Eastern Time on December 31, 2026.

If you cancel or do not renew: You permanently lose eligibility for this promotional price. If you purchase PBRS again later, you will not qualify for this promotion.

Power BI Delivery Workflows

Automate One Report—or Complete Report Packages

Choose the PBRS workflow that fits your reporting job, from sending one Power BI report to creating a different package for every recipient.

01

One Report, Delivered Automatically

Schedule or trigger one report, choose its filters and file format, and deliver it to the right destination. For example, email the finished sales PDF every morning.

02

Several Reports, One Delivery

Run several reports together and deliver separate files, a protected ZIP, a combined PDF, or an Excel workbook with separate tabs. Send the package by email or to another supported destination.

03

Personalized Report Delivery

Use one recipient list to change the report filters, format, filename, message, and destination for each person. For example, every store receives its own figures from one schedule.

04

A Different Package for Each Recipient

Use your data to choose which reports belong in each package, personalize them, and deliver the completed files together. For example, finance receives budget and revenue reports while operations receives inventory and delivery reports.

Report Package Automation

Deliver Multiple Power BI Reports as One Complete Package

Put several Power BI reports into one PBRS workflow. Set up each report, choose how the finished files should be packaged, and deliver everything together.

Choose the Reports

Add the sales, inventory, finance, or other reports needed for one delivery instead of managing a separate delivery for each.

Set Up Each Report Separately

Choose each report’s filters, parameters, file format, filename, and processing order within the same package.

Choose How to Package the Files

Keep the reports as separate files, place them in a password-protected ZIP, merge them into a bookmarked PDF, or create an Excel workbook with separate tabs.

Deliver the Complete Package

Send the finished package in one email or place it in a supported destination such as SharePoint, SFTP, or a network folder.

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PBRS uses data-driven rules to create personalized Power BI report packages for individuals, teams and locations.

Data-Driven Report Packages

Create a Different Report Package for Every Recipient

Give PBRS a list of recipients and the reports each one needs. One schedule then builds and delivers the right package for every customer, department, or location.

Use One Recipient List

PBRS reads your data to find who should receive a package, which reports they need, and where the completed files should go.

Choose Reports for Each Recipient

Customer A can receive sales and inventory reports while Customer B receives sales and service reports—all from the same schedule.

Personalize Every Report and Message

Apply each customer’s filters and parameters, then use the required file formats, filenames, email subjects, and messages.

Build and Deliver Each Package

PBRS assembles the reports for each recipient and sends the completed package by email or to another supported destination.

Next month, the same schedule uses the latest recipient data to build the right packages again.

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PBRS uses data-driven rules to create recipient-specific Power BI report packages with customized reports, filters, formats and delivery details.

Automated Workflow Timing

Run Reports on Schedule—or When Business Events Happen

Tell PBRS when the report or package should run: at a regular time, on a business-calendar date, when an event occurs, or after fresh data is ready.

01

Recurring Schedules

Run reports hourly, daily, weekly, monthly, or annually. For example, deliver the sales report every weekday morning without starting it yourself.

02

Custom Business Calendars

Use business days, fiscal periods, exceptions, and blackout dates. For example, send the month-end finance pack on the third business day.

03

Business-Event Triggers

Start a workflow when a supported file, database, email, or system event occurs. For example, run the report when a database record has changed.

04

Run After Fresh Data Is Ready

Coordinate a supported Power BI dataset refresh with report delivery. For example, generate and send the morning report after the refresh finishes.

PBRS runs as a Windows service, so scheduled and event-triggered reporting continues without you being signed in.

Automated Report Distribution

Export in the Right Format. Deliver to the Right Destination.

PBRS turns supported Power BI reports into files people can use, then delivers them to the chosen recipient or storage location.

Create the File They Need

Export a complete report as a PDF, PowerPoint file, or image. For supported visuals, export summarized or underlying data to Excel or CSV.

Send It by Email or Collaboration Platform

Attach the file to a personalized email or include supported output in the message itself. PBRS can also deliver through supported channels such as Teams and Slack.

Save It Where It Belongs

Place completed files in SharePoint, OneDrive, Google Drive, Dropbox, an FTP or SFTP location, or a network folder.

Reach People Without Power BI Licenses

Customers, partners, and colleagues can open the finished PDF, Excel, or CSV file without signing in to Power BI.

Choose the format, filename, message, recipient, and destination for each delivery—or let your data supply those instructions.

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PBRS report package delivered in multiple formats by email, cloud storage and secure folder.

Reliable Report Operations

Built for Business-Critical Power BI Report Distribution

When you manage the reports and their delivery yourself, PBRS helps you handle failures, explain empty reports, and see what happened after every run.

Retry Failed Deliveries

Retry supported report or email failures and notify you when a problem needs attention. For example, retry an email that did not send successfully.

Explain Reports With No Data

Choose what PBRS does when a report has no results. For example, email the recipient to say the report ran but found no data, so they know it was not missed.

See What Ran and What Arrived

Use run history to check when each report ran, who it was sent to, and whether delivery completed. For example, confirm that a customer’s monthly package went out.

Resend the Original File

Keep a generated output and resend it without running the report again. For example, send a customer the exact PDF produced last Tuesday.

Know what happened to every report run and handle exceptions without preparing the delivery again by hand.

Common Report Distribution Use Cases

Automate the Power BI Reporting Workflows Your Business Depends On

Use PBRS for the recurring reporting jobs you handle yourself, from customer deliveries to management packs and reports triggered by new business data.

01

Customer and Partner Reports

Send each customer or partner a report showing their own figures. They can open the finished PDF or spreadsheet without a Power BI license.

02

Board Books and Management Packs

Bring sales, finance, and operations reports together as one bookmarked PDF, multi-tab Excel workbook, ZIP file, or email delivery.

03

Branch and Location Reports

Use one schedule to create the right version for every store, branch, or region and deliver it to the appropriate recipient.

04

Finance Deadline Reporting

Deliver month-end or fiscal-period reports on the right business day, after the required data is ready.

05

Secure External Delivery

Protect a customer PDF with a password, then send it by email or place it in a supported SFTP or secure folder destination.

06

Triggered Operational Reports

Start a report when a new source file arrives or a supported database event occurs, then send the result to the person who needs it.

Manage these repeatable deliveries from PBRS instead of preparing every version and sending every file by hand.

Trusted Report Automation for More Than 20 Years

For more than 20 years, ChristianSteven Software has helped organizations automate report delivery. Every active PBRS subscription includes unlimited technical support, product upgrades, and future PBRS features at no additional cost—including enhancements you request if we add them to PBRS.

20+
Years of reporting automation experience
Nearly 5,000
Organizations helped worldwide
47
Countries with customer organizations
SOC 2 Type II
Independent assurance over security and operational controls
Visit Our Trust Center →
Unlimited Support
Unlimited technical support throughout your subscription at no additional cost
All Features
Current and future PBRS functionality and product upgrades at no additional cost
Enhancements
Enhancements you request that we add to PBRS are included at no additional cost
PBRS PRO SPECIAL OFFER FAQ

Questions About the PBRS Pro Offer

Check whether PBRS fits your Power BI Pro setup, how report outputs are counted, and what to know before you buy.

 

Can PBRS automate Power BI Pro reports without Premium or Fabric capacity?

Yes, for supported PBRS workflows and configurations. PBRS uses its own scheduling and delivery process. Your report source, sign-in method, and setup determine which reports can be automated, so test a representative report during the free trial.

What counts toward the 100-outputs-per-day limit?

An output is a report generated with a particular set of filters or parameters, in a particular format, for a destination. For example, creating and emailing one PDF for each of 20 customers counts as 20 outputs. A package containing several reports can count as several outputs. See the full definition: https://go.christiansteven.com/knowledge/legal-general/general/what-are-report-outputs

Can I test my reporting setup before buying?

Yes. The free PBRS trial lasts 30 days and requires no credit card. Use it to test a representative report, its filters, export format, and delivery destination in your environment.

Can recipients open delivered files without Power BI licenses?

Yes. Recipients can open the PDF, Excel, or CSV files PBRS delivers without signing in to Power BI. Access to the original interactive Power BI report follows Microsoft’s licensing rules.

Can I request an invoice or speak with someone before purchasing?

Yes. Contact ChristianSteven Software if your organization needs an invoice, a quote, or help checking its PBRS setup. Arrange your purchase before the stated deadline to qualify for this offer. Send an email to info@christiansteven.com to connect with us.

SPECIAL OFFER FOR NEW PBRS CUSTOMERS

Choose Your PBRS Pro Offer

$2,995.08 billed annually ($249.59/month equivalent), or $299.95 billed month to month.

Choose the subscription that fits your business and complete your purchase by December 31, 2026. Review the eligibility and renewal terms in the offer section above.

DOWNLOAD FREE TRIAL BUY NOW Talk to Sales
One PBRS installation with all PBRS functionality
Unlimited technical support and product updates while subscribed

Review eligibility, billing, and renewal details in the full offer terms.