Automate Power BI Report Scheduling & Delivery

Schedule, export and deliver Power BI reports automatically — to the right people, in the right format, at the right time.

PBRS automates recurring and event-driven report delivery to Email, SharePoint, Teams, OneDrive, network folders and more. Export to PDF, Excel and other formats, apply dynamic filters for each recipient, and automate the entire workflow without building complex Power Automate flows.

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Automatically Email Power BI Reports to the Right People

Schedule Power BI reports to be delivered automatically by email—daily, weekly, monthly, or when a business event occurs.

Send reports as PDF, Excel, HTML, or embedded images, and use dynamic filters to deliver personalized report content to each recipient. PBRS handles the entire process automatically, so your team doesn't have to export, prepare, and send reports manually.

PBRS automatically filters and delivers personalized Power BI reports to each recipient

Automatically Export Power BI Reports to Formatted Excel

Export Power BI report data to Excel automatically and deliver workbooks your recipients can actually use.

PBRS can export summary or underlying data with formatting, add row and column totals, and place data from multiple visuals into separate worksheet tabs. Schedule delivery automatically and give recipients analysis-ready Excel files without manually exporting or rebuilding spreadsheets.

PBRS automatically exports Power BI reports to formatted Excel workbooks with multiple worksheets and totals

Automatically Export Power BI Reports to PDF

Schedule Power BI reports to export automatically as polished PDF files, with built-in security, personalized delivery and flexible destination options.

Export complete Power BI reports to PDF automatically
Password-protect, encrypt and control PDF permissions
Add watermarks, metadata and document expiry controls
Deliver PDFs by email, SharePoint, OneDrive, SFTP and more
 
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PBRS automatically exports Power BI reports to secure PDF files with password protection, personalized delivery and multiple destination options.

Schedule Power BI Reports Exactly When You Need Them

Go beyond basic daily or weekly subscriptions. PBRS gives you precise control over when Power BI reports run, export, and get delivered.

Schedule reports hourly, daily, weekly, monthly, or using custom calendars. You can also trigger reports automatically when something happens—such as a database change, a file arriving, or an email being received—so reports are delivered when the business needs them, not just when the clock says so.

PBRS schedules Power BI reports with time-based and event-driven triggers and delivers them automatically

Refresh Power BI Data Before Reports Run

Refresh the required Power BI datasets first, then automatically generate, export and deliver reports after the latest data is ready.

Refresh Power BI datasets before report generation
Wait for the latest data before reports are created
Continue automatically into PDF, Excel or CSV export
Deliver refreshed reports automatically to the right recipients
 
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PBRS refreshes Power BI datasets before generating and delivering PDF, Excel and CSV reports so recipients receive up-to-date data.

One Power BI Report. Personalized for Every Recipient.

Use a single Power BI report to automatically create and deliver personalized versions for different people, teams, customers, or regions.

PBRS can use data-driven rules to control recipients, filters, formats, email content, and delivery destinations. Each person gets the report that applies to them, while your team manages one automated process instead of manually preparing dozens or hundreds of separate reports.

 Need to generate hundreds of recipient-specific versions from the same report? Explore Power BI report bursting

PBRS creates personalized Power BI reports for different recipients using data-driven filters and delivery rules

Automate Power BI Report Delivery Without Complex Power Automate Flows

PBRS gives you one purpose-built workflow for scheduling, filtering, exporting, and delivering Power BI reports automatically.

Instead of building and maintaining multiple automation steps, PBRS handles the entire report-delivery process in one place. Schedule reports, apply dynamic filters, export to the required format, and deliver them to the right destination without creating complex flows or relying on manual workarounds.

PBRS simplifies Power BI report automation by replacing complex multi-step flows with one automated workflow
So many questions, so little time.

Frequently Asked Questions

Browse through a dozen of the most frequent questions we are asked. 

Security & Deployment

Does ChristianSteven store or have access to my data?

 No. PBRS is installed in your environment, and your reporting data remains under your control. ChristianSteven does not store your Power BI datasets, reports, or exported report data. 

Is PBRS installed on-premises or in the cloud?

 PBRS is installed on a Windows server in your environment. Its application database can be stored locally or in an existing SQL Server instance, so your scheduling and reporting data stays within your infrastructure. 

Does ChristianSteven have access to my Power BI datasets?

 No. PBRS connects to Power BI only as needed to refresh, run, export, and deliver reports. ChristianSteven does not have access to the underlying data in your Power BI datasets. 

How does Power BI user-level security work with PBRS?

 When PBRS connects using a Power BI account, the permissions and security associated with that account are respected. PBRS can also apply report filters at runtime so each recipient receives only the report content intended for them. 

What happens to my reporting data if I stop using PBRS?

Your data remains in your own environment. Because PBRS does not store your reporting data in a ChristianSteven cloud service, ending your PBRS subscription or license does not transfer or retain your reporting data with ChristianSteven. 

Does PBRS require registration with Microsoft 365 or Azure?

 Yes. PBRS must be registered appropriately with Microsoft so it can securely connect to Power BI and use the required Microsoft authentication methods. This is part of the normal setup process and helps ensure the connection complies with Microsoft security requirements. 

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Power BI Compatibility & Exports

Which Power BI environments does PBRS support?

 PBRS supports Power BI Service, Power BI Report Server (PBIRS), Power BI Paginated Reports, and SSRS. It can work with both cloud and on-premises reporting environments, depending on your deployment and licensing. 

Does PBRS use Microsoft’s ExportToFile API?

 PBRS can use Microsoft’s ExportToFile API where appropriate, but it does not rely on it exclusively. PBRS also uses other export and rendering methods, which allows it to support workflows and scenarios that may be limited by the ExportToFile API alone. 

Can PBRS export multiple Power BI report pages?

 Yes. PBRS can export all pages in a Power BI report, a selected page, or a defined page range. It is not limited to exporting only a single report page.

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Can PBRS export Power BI data to formatted Excel?

Yes. PBRS can export summary or underlying Power BI data to Excel while preserving useful formatting. It can also add row and column totals and place data from multiple visuals into separate worksheet tabs. 

Which export formats does PBRS support?

PBRS supports a range of output formats including PDF, Excel, CSV, HTML, image formats, and other report-specific formats. Available formats can vary depending on the report type and source.

Can PBRS refresh a Power BI dataset before running a report?

Yes. PBRS can refresh a Power BI dataset before a scheduled report runs, after the report completes, or both. This helps ensure that scheduled exports and deliveries use the latest available data. 

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Scheduling, Personalization & Delivery

How often can Power BI reports be scheduled?

PBRS supports flexible scheduling including hourly, daily, weekly, monthly, custom calendars, and repeat-every-X-minute or hour schedules. You can also build schedules around business rules such as working days or specific days of the month.

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Can PBRS trigger reports when a business event occurs?

Yes. PBRS can trigger report runs based on events such as database changes, file activity, incoming email, or other monitored conditions. This allows reports to run when something happens in the business, not just at a fixed date and time.

Can one Power BI report be personalized for different recipients?

Yes. PBRS can use a single Power BI report to generate personalized versions for different recipients, customers, teams, or regions. Filters and other report parameters can be applied dynamically so each recipient receives only the content relevant to them.

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Can recipients receive different filters, formats, or destinations?

Yes. Data-driven schedules can dynamically control recipient lists, report filters, output formats, email content, and delivery destinations. This makes it possible to automate highly personalized report distribution from a single workflow. 

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Where can PBRS deliver reports?

PBRS can deliver reports to destinations including Email, Microsoft Teams, SharePoint, OneDrive, Google Drive, Dropbox, FTP, network folders, Slack, Google Sheets, and more. Available destinations can vary depending on the workflow and report type.

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Do report recipients need Power BI licenses?

Not necessarily. PBRS can export and distribute report output in formats such as PDF, Excel, CSV, HTML, or images, allowing recipients to receive the information they need without requiring direct access to Power BI.

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Licensing, Pricing & Getting Started

How is PBRS licensed?

PBRS is available in several annual subscription options based on peak outputs and the number of PBRS instances you need. Perpetual licensing is also available by request. You can review current plans, features, and pricing on the PBRS Pricing & Purchase page

Is PBRS priced per user?

No. PBRS licensing is not based on the number of report recipients, and Server App users are unlimited across the listed subscription plans. Most plans include 10 concurrent Web App users, while the unlimited-instances plan includes unlimited Web App users.

How does PBRS compare with other Power BI scheduling options?

PBRS is designed for more advanced report automation than basic Power BI subscriptions, combining flexible scheduling, event triggers, personalized report bursting, dynamic filters, multiple export formats, and delivery to many destinations in one application.

Unlike cloud-based alternatives, PBRS is installed in your own environment, so your reporting workflows and data remain under your organization’s control. That makes it a strong fit for businesses that need greater flexibility, security, privacy, and governance around automated report delivery.

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Can I try PBRS before purchasing?

Yes. PBRS includes a free 30-day trial so you can install it in your own environment and test it with your Power BI reports and reporting workflows before purchasing. Download the free PBRS trial

How quickly can I get PBRS running?

Many organizations can begin creating schedules shortly after installation and configuration. The exact setup time depends on your environment, Microsoft authentication, reporting sources, security requirements, and the complexity of the workflows you want to automate. 

What support is available for PBRS?

PBRS subscription plans include one year of technical support and software updates. ChristianSteven support also includes onboarding help, training to configure and build your schedules, and go-live support to help you get PBRS into production successfully. Ongoing resources include the PBRS knowledge base for installation, configuration, scheduling, and troubleshooting. 

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