Password Protection
Set Owner & User passwords. Set manually, or use variables and database queries to set them at run time.
Security Options
Set boundaries for how the recipient uses the PDF.
Watermarks & Stamps
Add a corporate watermark. This can be text, or even an image.
Digital Rights Management
Prevent unauthorized distribution for sensitive reports.
Document Expiry
Set a date after which the PDF will be expired and can no longer be opened.
Document Summary
Customize the document properties to make it more professional.
Dynamic, Personalized Power BI PDF Delivery
PBRS can use data from your systems to automatically control who receives each report, what data they see, how the file is named, and where it is delivered.
✓ Dynamically apply report filters for each recipient
✓ Generate separate PDFs for customers, departments or users
✓ Control recipients, filenames and delivery destinations from database data
✓ Merge multiple Power BI reports into a single bookmarked PDF
Schedule Power BI PDF Exports — or Trigger Them Automatically
Run Power BI PDF exports on a schedule that fits your reporting process, or trigger them automatically when a business event occurs.
✓ Schedule exports hourly, daily, weekly, monthly or on custom calendars
✓ Trigger reports when database records are created, changed or deleted
✓ Run deliveries when files appear, emails arrive or data is received
✓ Run unattended as a Windows service
✓ Export large reports without relying on Microsoft’s Export-to-File API
One Schedule. Hundreds of Personalized PDFs.
Use data from your systems to dynamically determine recipients, filters, filenames, email content, delivery destinations and PDF security settings.
✓ Generate a different filtered PDF for every customer, department or user
✓ Dynamically select recipients and delivery destinations
✓ Build filenames, email subjects and message content from your data
✓ Apply recipient-specific PDF security automatically
