Forum Discussion

Ritaf1983's avatar
Ritaf1983
Icon for Super User rankSuper User
2 years ago
Solved

allows 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...
Need Help
Show and Tell
Tips and Tricks
  • KiranHosakote's avatar
    KiranHosakote
    2 years ago

    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. 

KiranHosakote's avatar
KiranHosakote
Icon for Post Patron rankPost Patron
2 years ago

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.