Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
amitabhk1971
Helper I
Helper I

Scheduling emails to share dashboards

Hi,

I have set up a report and dashboard on Power BI. Published it. Now I need to share the report with a number of recepients daily at a specific time. I do not want to manually login to Power BI Service and manually share the dashboard everyday. Is there a way to schedule the sharing of the report by email so that the email is sent automatically sharing the dashboard?

Thanks,

Amitabh

2 ACCEPTED SOLUTIONS
Greg_Deckler
Super User
Super User

Once you share a dashboard, those people have access to it. You do not need to share it again. You could grab the link and just created a scheduled message in Outlook to send it out at a specific time.



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
Power BI Cookbook Third Edition (Color)

DAX is easy, CALCULATE makes DAX hard...

View solution in original post

v-huizhn-msft
Microsoft Employee
Microsoft Employee

Hi @amitabhk1971,

In Power Bi service, please create a refresh schedule, the dataset, report and dashboards will refresh automatically according to your schedule. More details, please see: Configuring scheduled refresh. After that, you as the report author schedule the refresh, and recepients will have their data refresh on the same schedule, this thread as for your reference.

As the @Greg_Deckler said, created a scheduled message in Outlook to send it out at a specific time as the refresh schedule.

Best Regards,
Angelia

View solution in original post

2 REPLIES 2
v-huizhn-msft
Microsoft Employee
Microsoft Employee

Hi @amitabhk1971,

In Power Bi service, please create a refresh schedule, the dataset, report and dashboards will refresh automatically according to your schedule. More details, please see: Configuring scheduled refresh. After that, you as the report author schedule the refresh, and recepients will have their data refresh on the same schedule, this thread as for your reference.

As the @Greg_Deckler said, created a scheduled message in Outlook to send it out at a specific time as the refresh schedule.

Best Regards,
Angelia

Greg_Deckler
Super User
Super User

Once you share a dashboard, those people have access to it. You do not need to share it again. You could grab the link and just created a scheduled message in Outlook to send it out at a specific time.



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
Power BI Cookbook Third Edition (Color)

DAX is easy, CALCULATE makes DAX hard...

Helpful resources

Announcements
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.