Book a Demo
Book a Demo

Automate Personalized Power BI Reports for Every Recipient

Use data from your systems to automatically generate and deliver a different Power BI report for every customer, department, region or user.

✓ Apply recipient-specific Power BI filters automatically
✓ Dynamically control recipients, formats, filenames and destinations
✓ Generate and deliver hundreds of individualized reports from one workflow 
BOOK A DEMO START FREE TRIAL
PBRS automatically applies recipient-specific Power BI filters and generates personalized PDF, Excel or CSV reports for different customers, departments and users.

One Power BI Report. Different Data for Every Recipient.

 PBRS can take one Power BI report and automatically generate individualized versions using different filters, formats and delivery rules for each recipient. 

Schedule Power BI Dataset Refresh
Dataset Refresh
Power BI Dataset Refresh can be set in isolation, or to run before/after a Power BI report is exported.
Date Time Scheduling in PBRS
Date-Time Scheduling
Schedule based on date and time. Standard frequencies, or create your own e.g. 4-4-5.
Event Triggers
Event Triggered Scheduling
Trigger a Dataset Refresh or a Power Bi Report export based on business events.
PBRS Destinations and formats
Export Formats and Destinations
Export to PDF, Excel, CSV and other standard formats. Deliver to folder, email, printer, FTP, SharePoint, Teams and most file-sharing locations.
Data Driven Subscriptions in PBRS
Data Driven Variables
Drag and Drop data driven standard variables into any part of the system. Create your own business constants and variables.
Add Visual To Power BI Export in PBRS
Summary and Underlying Data
Export Summary or Underlying data from specified visuals to Excel or CSV.

Control More Than Just Power BI Filters

Use data from your systems to dynamically control every part of the report delivery workflow — from who receives the report to the format, filename, message content and destination.

✓ Recipients and distribution lists
✓ Power BI filters and report parameters
✓ PDF, Excel or CSV output format
✓ Dynamic filenames, email subjects and message content
✓ Email, SFTP, SharePoint, OneDrive, folders and other destinations
 
BOOK A DEMO
PBRS uses recipient rules, Power BI filters, output formats, filenames and delivery destinations to automatically generate and distribute personalized reports.

Personalized PDF, Excel and CSV Reports — From the Same Workflow

Different recipients often need the same Power BI information in different ways. PBRS can dynamically choose the output format for each recipient while applying their filters, filenames and delivery rules automatically.

✓ Deliver polished PDF reports for customers, executives or external recipients
✓ Provide Excel workbooks when recipients need to analyze or reuse the data
✓ Generate CSV files for downstream systems, integrations or data processing
✓ Select the format dynamically from database or recipient data
✓ Use different formats, filters and destinations within the same automated workflow.
 
BOOK A DEMO
PBRS automatically generates personalized Power BI reports in PDF, Excel and CSV formats for different recipients and delivery destinations.

Schedule Personalized Reports — or Trigger Them When Something Happens

Run personalized Power BI report workflows on a recurring schedule, or generate and deliver reports automatically when a business event occurs.

✓ Schedule reports hourly, daily, weekly, monthly or on custom calendars
✓ Trigger workflows when database records are created, changed or deleted
✓ Run reports when files appear, emails arrive or data is received
✓ Refresh Power BI datasets before generating personalized reports
✓ Generate every recipient-specific report automatically in one unattended workflow
 
BOOK A DEMO
PBRS schedules or triggers personalized Power BI reports and automatically delivers recipient-specific PDF, Excel, CSV and other outputs to customers, teams, partners and vendors.

Why Personalized Power BI Distribution Gets Complicated

 Creating one personalized report is straightforward. Generating and delivering hundreds of recipient-specific reports can require significantly more workflow logic, capacity and maintenance. 

 

Native Power BI / Power Automate

• Recipient-specific filtering can require additional workflow logic
• Dynamic recipients, filenames and message content may require separate configuration
• Large export workloads can encounter API and capacity constraints
• Different formats and destinations can require additional actions or connectors
• High-volume personalization increases workflow complexity and maintenance
BUILT FOR DATA-DRIVEN REPORTING

PBRS

✓ Drive recipients and Power BI filters directly from your data
✓ Dynamically control formats, filenames, subjects and message content
✓ Generate individualized PDF, Excel or CSV outputs automatically
✓ Route each output to the appropriate recipient and destination
✓ Run hundreds of personalized report deliveries from one data-driven workflow

Common Personalized Power BI Reporting Use Cases

 Use one automated workflow to generate different reports for customers, teams, locations or business units based on the data each recipient should receive. 

01

Customer & Client Reporting

Generate a separate Power BI report for every customer using their filters, preferred format, filename and delivery destination.

02

Regional & Branch Reporting

Automatically create region-, territory- or location-specific reports so each office receives only the information relevant to it.

03

Department & Management Reporting

Deliver personalized financial, operational or performance reports to executives, managers and departments based on their responsibilities.

04

High-Volume Report Bursting

Turn one Power BI report into hundreds of individualized outputs and automatically deliver each version to the right recipient.

One Workflow. Hundreds of Personalized Reports.

Instead of building and maintaining separate schedules for every recipient, use one data-driven PBRS workflow to generate and distribute individualized Power BI reports at scale.

✓ Read recipient and report rules from your database or other data source
✓ Apply the correct filters and parameters for every recipient
✓ Generate the right PDF, Excel or CSV output automatically
✓ Build recipient-specific filenames, subjects and message content
✓ Deliver every report to the correct person and destination from one workflow
 
BOOK A DEMO
PBRS uses one data-driven workflow to generate and deliver hundreds of personalized Power BI reports with recipient-specific filters, formats, filenames and destinations.

Works with Your Power BI Environment

Power BI Service • Power BI Pro • Premium Per User • Power BI Report Server • Paginated Reports • SSRS

Ready to Automate Personalized Power BI Report Delivery?

 Turn one Power BI reporting workflow into personalized reports for every customer, team, region or recipient — automatically. 

 

START FREE TRIAL BOOK A DEMO