Forum Discussion
Reports: automatically sent by emails or chats to users with RLS filtered
Hi shtak,
Yes, it is possible to automatically email or send Teams chat messages to sales reps with a Power BI link. Here are a few suggestions:
Use Power Automate (formerly Microsoft Flow) to create a flow that triggers every day and sends an email or Teams message to the sales reps with a link to the Power BI report. You can also embed the report in the email or Teams message if you prefer.
Use a third-party service like Zapier or Automate.io to automate the process. These services have pre-built integrations with Power BI and email/Teams, so you can set up the automation quickly and easily.
If your organization uses SharePoint, you can embed the Power BI report in a SharePoint page and set up an alert that sends an email or Teams message to the sales reps every time the page is updated with new sales data.
Hope this helps!
Best regards,
Isaac Chavarria
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Hi Issac,
Thank you for your kind, precise and as many as three pieces of advice!
Yes, three of them seem to work.
I have come up with another idea which is
implement RLS on PowerBI report and use subscription to send reports by emails.
We need to define a distribution list, which contains the receivers' addresses, on our mail server.
Best Regards,
Shinya