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mshao
Regular Visitor

For Subscription, Is it possible to send a preview to someone to confirm and then send to users?

For subscription, is it possible to send a preview to somebody to review and approve first before circulating to the users?

1 ACCEPTED SOLUTION
v-rongtiep-msft
Community Support
Community Support

Hi @mshao ,

Please refer to.

  • Apply any changes to the report so that it's in the state you want to subscribe or share. Changes might include applying filters, spotlights, drilling, slicers, or cross-highlighting.
  • Select Subscribe to report from the top menubar of the report canvas to reopen the Subscriptions pane.
  • Select the pencil icon to edit the details of your existing subscription. For example, change the delivery frequency, add an email message, change permissions, and more.
  • Select More options > Include my changes > Preview to display a view-only version of the original subscription that is being sent out to subscribers. Use this comparison to decide if you want to overwrite the original state of the subscribed report.
  • Select Back to subscription and select the pencil icon.
  • To update the existing subscription to include your report changes, select More options > Include my changes > Update. Update changes the subscription to include the new changes.
  • Save your subscription.

Email subscriptions for reports and dashboards in the Power BI service - Power BI | Microsoft Learn

 

If I have misunderstood your meaning, please provide more details.

 

Best Regards
Community Support Team _ Rongtie

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

 

View solution in original post

3 REPLIES 3
v-rongtiep-msft
Community Support
Community Support

Hi @mshao ,

Please refer to.

  • Apply any changes to the report so that it's in the state you want to subscribe or share. Changes might include applying filters, spotlights, drilling, slicers, or cross-highlighting.
  • Select Subscribe to report from the top menubar of the report canvas to reopen the Subscriptions pane.
  • Select the pencil icon to edit the details of your existing subscription. For example, change the delivery frequency, add an email message, change permissions, and more.
  • Select More options > Include my changes > Preview to display a view-only version of the original subscription that is being sent out to subscribers. Use this comparison to decide if you want to overwrite the original state of the subscribed report.
  • Select Back to subscription and select the pencil icon.
  • To update the existing subscription to include your report changes, select More options > Include my changes > Update. Update changes the subscription to include the new changes.
  • Save your subscription.

Email subscriptions for reports and dashboards in the Power BI service - Power BI | Microsoft Learn

 

If I have misunderstood your meaning, please provide more details.

 

Best Regards
Community Support Team _ Rongtie

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

 

collinq
Super User
Super User

Hey @mshao ,

 

Yes, you an send it as a test by selecting the "send now" button.  Just be sure to have only the one person's name in it an not the whole list of folks if you do that as a test.




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sorry, I am not mean the first time when I set a Subscripition, but it's the every time before the subscripition send to users. Is there any solutions?

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