export a report/dashboard to PDF for multiple customers in one go

[msdf]

Hi 

I have built a report/dashboard. This has a filter for about 300 customers. 

The business requirement is to export this out to PDF for each customer seperately. 

This is not built on Report Builder (not a paginated report). 

Is there any way to automate this PDF extract for all customers in one go? Has anyone done this?

Thank you

[djurecicK2 · Accepted solution]

Hi @msdf ,

 Yes, you can do this if you have a premium Power BI or Fabric capacity:

https://powerbi.microsoft.com/en-us/blog/dynamic-subscriptions-are-now-available-for-power-bi-report...

If you don't have that, you could look into an external tool like PowerBI Robots:

https://powerbitiles.com/PowerBIRobots/

[KiranHosakote]

Hi @msdf 

There is no ready solution from Power BI for your requirement unless you have at least one workspace in your tenant backed by a reserved capacity (Premium / Fabric). 

If you are open to using third-party tools, take a look at BI Helper https://bihelper.tech, 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 components, and can be easily set up and run by a business user.

[Anonymous · Accepted solution]

Hi @msdf ,

Thanks for the reply from djurecicK2 .

I can't think of an operation to export reports for 300 users at once, so here is an alternative:

Use Power Automate to create a flow to export reports for each user and send emails.

First, log in to Power Automate and create a scheduled cloud flow.

Perform relevant configurations.

Select the desired export format for the Power BI report. Add another step to send the PDF after export using the Send Email (V2) action to attach the exported PDF file to the email.

For more information about exporting PDF using Power Automate, please refer to the official documentation below:

Export and email a report with Power Automate - Power BI | Microsoft Learn

If you have any other questions please feel free to contact me.

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

[djurecicK2 · Accepted solution]

Hi @msdf ,

 Yes, you can do this if you have a premium Power BI or Fabric capacity:

https://powerbi.microsoft.com/en-us/blog/dynamic-subscriptions-are-now-available-for-power-bi-report...

If you don't have that, you could look into an external tool like PowerBI Robots:

https://powerbitiles.com/PowerBIRobots/

[msdf]

Hi @djdjdjd 

Thanks for your response. This seems to be best fit at the moment for us. 

However I am struggling with the filter applicaiton. It filters the first page of the report fine, but the subsequent pages are not getting correctly filtered. Would you know what could be causing this? 

I also don't seem to have this option come up 

Thank you