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
Schedule based on date and time. Standard frequencies, or create your own e.g. 4-4-5.
Event Triggered Scheduling
Trigger a Dataset Refresh or a Power Bi Report export based on business events.
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 Variables
Drag and Drop data driven standard variables into any part of the system. Create your own business constants and variables.
Summary and Underlying Data
Export Summary or Underlying data from specified visuals to Excel or CSV.
Personalize Every Power BI Report for External Recipients
Use data from your systems to automatically determine what each customer, partner or vendor receives — including report filters, file formats, filenames, message content and delivery destinations.
✓ Apply different Power BI filters for every external recipient
✓ Dynamically choose PDF, Excel or CSV for each delivery
✓ Control recipients, filenames, subjects and email content from your data
✓ Send reports to email, SFTP, SharePoint, OneDrive, network folders and more
✓ Generate and distribute hundreds of individualized reports from one automated workflow
Schedule External Report Delivery — or Trigger It Automatically
Send reports to external recipients on a recurring schedule, or trigger delivery automatically when a business event occurs.
✓ Schedule customer and partner reports hourly, daily, weekly, monthly or on custom calendars
✓ Trigger delivery 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 and distributing reports
✓ Run unattended as a Windows service
Secure Power BI Reports Before They Leave Your Organization
Protect sensitive reports before delivering them to customers, partners or vendors. PBRS can apply PDF security and recipient-specific controls automatically as part of the delivery workflow.
✓ Password-protect and encrypt PDF reports before delivery
✓ Restrict printing, copying, editing and other PDF permissions
✓ Add watermarks, stamps, metadata and document expiry controls
✓ Apply different security settings for different recipients
✓ Deliver securely by email, SFTP, SharePoint, OneDrive or network locations
