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The fastest way to

schedule reports in Power BI

Scheduler

Schedule to email and folders​

Deliver reports to email or shared destinations such as OneDrive, SharePoint, Teams and Google Drive​​​

Schedule custom frequencies​

Use flexible frequency options – e.g., specific days of the week​​​

Export all report tabs​

Schedule entire reports, report tabs, or specific pages within a paginated report as a single PDF/Excel file or multiple files​

Formatted PDF/Excel exports​

Schedule reports as highly formatted PDF/Excel extracts including embedded, high-quality executive screenshot right in the body of the email​​

Report bursting​

Send only relevant records to recipients by using filters, bookmarks and Report+ from a single schedule​

Support external users​

Deliver reports to users external to your organization by email​

Broadcast reports​

Broadcast your reports to Microsoft Teams Channels​

Schedule & user management​

Intuitive, slick and user-friendly interface for managing and administering schedules​​

Schedule and burst reports in Power BI

Scheduler

Create one-time or recurring schedules

Leverage an intuitive user interface for quickly scheduling reports​

Schedule to email and shared folders

Schedule reports to shared destinations such as OneDrive, SharePoint, Teams, and Google Drive​​​

Customize report content for scheduling

Schedule entire reports, report tabs, or specific pages within a paginated report

Customize schedule frequency

Use flexible frequency options - e.g., daily, specific days of week, monthly, etc.

Schedule different views to different users

Send only relevant records to recipients based on RLS, filters, or bookmarks

Send highly formatted PDF/Excel attachments

Schedule Power BI reports as highly formatted PDF/Excel extracts

Merge multiple report tabs

Merge multiple report tabs into a single PDF/Excel file and schedule the consolidated extract​

Embed an executive scorecard in the email

Send an embedded, high-quality executive screenshot in the body of the email

Schedule to users external to the organization

Schedule your Power BI reports with PDF/Excel to users outside the organization

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Bursting and scheduling reports in Power BI

Leverage Inforiver to subscribe to reports and promptly stay updated on the latest insights. Schedule automated emails containing high-quality embedded screenshots, PDF/Excel attachments, and a report link. You can also schedule reports to shared destinations like OneDrive, SharePoint, etc.

To create a schedule subscription, you only need an Inforiver Enterprise license. A Power BI Pro or PPU license is not required.

Here are some key highlights of the Inforiver scheduler.

1. Create one-time or recurring schedules

Leverage Inforiver to schedule Power BI reports where the report data (exported to Excel/PDF files) needs to be sent periodically. Leverage the intuitive user interface to create schedule subscriptions easily without your IT team's involvement.

create-one-time-or-recurring-schedules

2. Schedule to email and shared folders

Deliver reports to email or shared destinations such as OneDrive, SharePoint, Teams, and Google Drive​​. Active Directory groups are supported as email destinations.

scheduled-reports-power-bi-email-and-shared-drives

3. Schedule to multiple destinations at once

Schedule reports to multiple destinations using a single schedule. The image below shows a report scheduled to an email address and a OneDrive folder.

scheduling-powerbi-reports-multiple-destinations

4. Customize content for scheduling

Schedule the entire report, report tabs, or specific pages within a paginated report.

customize-power-bi-report-scheduling

5. Configure custom frequencies

Use flexible frequency options – e.g., specific days of the week, month, and more while scheduling reports​.

customize-report-frequency-options

6. Send different views to different users using RLS

Restrict data access for users using row-level security (RLS) and send different views of the same report to different users. In the image below, only sales for the relevant region are sent to the region manager by selecting the RLS option in Inforiver.

rls-scheduling

7. Leverage the Report+ feature to filter content by recipient

Filter records based on specific category values and schedule reports to particular users (e.g., Send US records to the US Regional Head, EMEA records to the EMEA Regional Manager, etc.).

schedule-reports-to-particular-users-specific-category-values

8. Use filters and bookmarks to customize the content

Create one schedule and configure different filters/bookmarks for different users/destinations.

filters-bookmarks-customize-content

9. Bulk upload users when using filter/bookmarks

Upload the filter/bookmark details associated with the relevant email addresses as a ‘.csv’ file for scheduling reports to a larger group of users.

scheduling-reports-to-larger-group-users

10. Send highly formatted PDF/Excel attachments

The PDF/Excel extracts are highly formatted and paginated and contain all the records, not just those that fit on the screen.

formatted export

11. Include Inforiver Analytics+ visuals in the schedule

Schedule reports containing Inforiver Matrix/Enterprise and Analytics+ visuals. Note that native Power BI visuals or other third-party visuals are not supported.

analytics-plus-visuals-schedule

12. Merge multiple tabs into a single PDF/Excel

Merge multiple report tabs or visuals into a single PDF/Excel file and schedule the consolidated extract​.

merge-multiple-pages-schedule-consolidated-extract​

13. Embed an executive scorecard in the email

Send an embedded, high-quality executive screenshot right in the body of the email.

executive-scorecard

14. Schedule to users external to the organization

Schedule your Power BI reports to users outside the organization.

schedule-power-bi-reports-to-outside-organization

15. Use dynamic placeholders in the email subject, body, and file name

Customize the email subject, body, and file name to include dynamic text such as current quarter, current month, etc., using variables shown in the image below.

dynamic-placeholders-email-subject

16. Broadcast reports to Microsoft Teams Channels

Create schedules that broadcast to specific users, teams, or the entire organization​.

broadcast-scheduled-reports-to-microsoft-teams

17. Leverage a user-friendly interface for managing schedules

Leverage an intuitive, slick, user-friendly interface for managing and administering schedules.

scheduled-report-management

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About Inforiver!
Inforiver is the fastest way to do everything in Power BI. It enables citizen developer productivity and unleashes true self-service with our intuitive and interactive no-code data app suite for Microsoft Power BI. The product is developed by Lumel Technologies Inc, who are #1 Power BI Visuals AppSource Partner serving over 3,000+ customers worldwide with their xViz, Inforiver, and ValQ offerings.
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About Inforiver!

Inforiver is the fastest way to do everything in Power BI. It enables citizen developer productivity and unleashes true self-service with our intuitive and interactive no-code data app suite for Microsoft Power BI. The product is developed by Lumel Technologies Inc, who are #1 Power BI Visuals AppSource Partner serving over 3,000+ customers worldwide with their xViz, Inforiver, and ValQ offerings.

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