Forum Discussion
Ritaf1983
Super User
Super Userallows customer to send an Excel / pdf export via email
Hi, I share a set of reports with my client (an external user). Their permission type is the viewer. I'm looking for a way to allow them to send their users Excel / PDF exports of the reports on de...
Hi Ritaf1983 ,
Power BI has no out-of-box solution that meets your requirement. Especially if each PDF / Excel combination is to be uniquely filtered for the recipient (end-user).
If you are open to using third-party solutions, BI Helper https://bihelper.tech may meet your requirement.
BI Helper is a popular and easy to use SaaS application that automates the generation and emailing of user-specific PDFs (with filters and slicers applied). It is secure, scalable and works with a Power BI Pro / PPU license for the sender. It doesn't require Power Automate or any other add-ons.
