Forum Discussion

avioti's avatar
avioti
Frequent Visitor
9 years ago
Solved

PowerBI Report - Scheduling and Send by Email

Hello Guys

 

I would like to schedule and send a report once a month for a person in my department.

Do you know if its possible? and How do I do it?

 

Thanks

  • Anonymous's avatar
    Anonymous
    9 years ago

    avioti You can have them use the new subscribe feature - here

    They will need to subscribe to each page they want to have emailed to them.

     

    Be aware, this would be after you share the dashboard with them. They would need access to see the report first, then would be able to add the subscription as described above.

  • Anonymous's avatar
    Anonymous
    9 years ago

    avioti I don't believe this can be automated, but you could use Analyze in Excel to build them a pivot table and work with it. Otherwise, I'm not aware of another way to share content in this way.. almost sounds like SQL Reporting Services is a better fit for this...

11 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    avioti You can have them use the new subscribe feature - here

    They will need to subscribe to each page they want to have emailed to them.

     

    Be aware, this would be after you share the dashboard with them. They would need access to see the report first, then would be able to add the subscription as described above.

    • avioti's avatar
      avioti
      Frequent Visitor

      Actually, my report is a spreadsheet that the user will need to manipulate the data. Is it possible?

      • Anonymous's avatar
        Anonymous
        Not applicable

        avioti Manipulate how? Could you describe the process/purpose of the report? I don't want to steer you wrong without understanding what it is you are trying to do...

  • Adigan_MSFT's avatar
    Adigan_MSFT
    Regular Visitor

    Hello,

     

    Currently, the reports that are sent are more like screenshots. eg, if a report has a scroll bar, the users only see the part in the scroll, and the rest of the list gets clipped. Is there a way to send the whole list as a report?

     

    Thanks!

     

      • Anonymous's avatar
        Anonymous
        Not applicable

        The most common use case I've wittnessed in a business is the ability for a end user to schedule a matrix report via a email distribution so they can use the data and analyze.  I'm not seeing this as an available feature since the new subscription feature is just a snippet.  The typical ask is a CSV or excel format scheduled.   

  • Adigan_MSFT's avatar
    Adigan_MSFT
    Regular Visitor

    Hello, 

     

    If there is a long list in the report, a snapshot is sent via email, which clips a huge portion of the list. 

    Is there a way to send the whole list, which would normally need a scroll in the dashboard?

     

    Thanks!

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hello, 

     

    Do you know if it is posibble to send tabel or report to email adress by a role?

     

    For example: If one of the values is greter then 2% then send the report to the mail adress. 

     

    Thank you,

     

    Alona