Forum Discussion
How to Automatically Send Power BI Reports or Notifications on a Regular Basis
Hi Lora_0121
Yes, Power BI provides several ways to automatically notify people about key metrics like “Sales Amount,” along with visuals or report pages. The most common method is through subscriptions in the Power BI Service — you can schedule an email (daily, weekly, or hourly for Premium capacities) that includes either a snapshot image of the visual or the full report page. Recipients can click the link in the email to open the live report. For more advanced automation, you can set up Power Automate flows using the Power BI connector — for example, the flow can trigger when the “Sales Amount” metric exceeds a threshold or when a data refresh completes, and then send a customized email or Teams message with the chart or report link attached. If you need to include an actual image of a visual or page, Power Automate can use the “Export to File for Power BI Reports” action to capture and embed it in the message. In short, Power BI’s built-in subscriptions are simplest for scheduled summaries, while Power Automate gives you flexibility to send targeted, condition-based alerts and visuals automatically.
If you are using Microsoft Fabric, yes
You need to use data activator with a Power automate action to send an extract of the report
Without Fabric, you can maybe set up an alert in a dashboard, and in Power automate used the trigger:
When a data driven alert is triggered (I don't know if this approach is still supported)
Cookistador
Could you please share any reference documentation on how to set it up?
Also, is a license required to use this feature?
If you do not have fabric licence, you can use the approach with Power BI services alert
You have to create a dashboard with the KPIs you need to monitor
you can find some documentation under the following link:
https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-flow-integration
(If you need more support, do not hesistate to ask)
I just had a quick look and you do not need a specific power automate licence to use this connector, so it should work