Software Features - SSRS

PBRS - Power BI Reports Scheduler

Software Features

This document only outlines the main features of PBRS ? please contact us to arrange a demo to see every feature in action.

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PBRS is the Microsoft Power BI & Microsoft SSRS Reports Scheduler_______________________________3

Export Formats_______________________________________________________________________________________4

Adobe Acrobat output format options ______________________________________________________________________________________________________7 CSV output format options __________________________________________________________________________________________________________________8 MS Excel data only options. _________________________________________________________________________________________________________________9 Customize column formats for Power BI reports__________________________________________________________________________________________ 10 MS Word output format options __________________________________________________________________________________________________________ 11 Output to HTML ___________________________________________________________________________________________________________________________ 12

Destinations ________________________________________________________________________________________ 13

Export to email ____________________________________________________________________________________________________________________________ 14 Export to disk______________________________________________________________________________________________________________________________ 15 Export to Dropbox ________________________________________________________________________________________________________________________ 16 Export to Microsoft SharePoint____________________________________________________________________________________________________________ 17 Export to a printer _________________________________________________________________________________________________________________________ 18 Export to Google Drive ____________________________________________________________________________________________________________________ 19 Export to Google Sheets __________________________________________________________________________________________________________________ 20 Export to Slack_____________________________________________________________________________________________________________________________ 21 Upload to FTP _____________________________________________________________________________________________________________________________ 22 Send reports to SMS ______________________________________________________________________________________________________________________ 23

Single & Package Schedules _______________________________________________________________________ 24

Create a package of single reports ________________________________________________________________________________________________________ 25 Create a package of data-driven reports __________________________________________________________________________________________________ 26 Create a package of event-based schedules ______________________________________________________________________________________________ 27

Data-driven Scheduling ____________________________________________________________________________ 28

Create a data driver _______________________________________________________________________________________________________________________ 29 Add report filters to a reporting schedule _________________________________________________________________________________________________ 30 Set up a data-driven destination __________________________________________________________________________________________________________ 32 Set up packages of data-driven reports ___________________________________________________________________________________________________ 33

Event-based Schedules ____________________________________________________________________________ 34

Fire off reports when a defined system event occurs _____________________________________________________________________________________ 37

Date & Time Scheduling____________________________________________________________________________ 38

Create your desired scheduling frequency ________________________________________________________________________________________________ 38 Schedule Power BI reports and dashboards to run daily__________________________________________________________________________________ 39 Schedule your month-end Power BI reports and dashboards ____________________________________________________________________________ 41 Schedule Power BI reports and dashboards for the 1st day of every month _____________________________________________________________ 42 Run reports and dashboards on your own schedule _____________________________________________________________________________________ 43

Pre & Post Delivery Workflows _____________________________________________________________________ 44

Merge PDF files ____________________________________________________________________________________________________________________________ 46 Create custom workflows _________________________________________________________________________________________________________________ 47 Add several custom actions to the same schedule________________________________________________________________________________________ 48

Data-driven Automation ___________________________________________________________________________ 49

Data-drive variables of your custom tasks without the need to schedule a report________________________________________________________ 50

Exception Handling ________________________________________________________________________________ 51

Exception handling ________________________________________________________________________________________________________________________ 52 Blank report exception handling __________________________________________________________________________________________________________ 53

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PBRS is the Microsoft Power BI & Microsoft SSRS Reports Scheduler

Schedules and exports Microsoft Power BI reports and dashboards, as well as SSRS reports, in Microsoft Excel, Microsoft Excel data, Microsoft Word, Microsoft PowerPoint, CSV, PDF, ePub, HTML, JPG, PNG, and more. Send to email, disk, Dropbox, Microsoft SharePoint, FTP, printer, ODBC, SMS and fax.

PBRS saves time and money by making it easy to automate the filtering, distribution and delivery of Microsoft SSRS and Microsoft Power BI reports and dashboards - cloud and on-premise.

Simply define single or packages of SSRS or Power BI reports, schedule, run them automatically, and send the reports to print, fax, folder, FTP, SMS, Dropbox,

SharePoint, Google Drive, Google Sheets, Slack and email in a number of standard formats including Excel, Excel data only, CSV, Word, PDF, HTML and more.

PBRS is all-on-premise software. There is no cloud-based processing. It installs and processes reports exclusively on your server so your data never leaves your organization.

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Export Formats

PBRS offers a variety of formatting and manipulation options For Power BI reports and dashboards Available formats for:

Power BI reports and dashboards (Cloud - Power BI Service) Power BI reports and dashboards (On Premise - Power BI Report Server)

Adobe Acrobat (PDF):

Encrypt and password protect PDF files before delivery. Include watermarks & stamps. Add bookmarks based on group header. Set document properties (Title, Author, Producer, etc.).

MS Excel (XLS & XLSX):

Customize Excel file (workbook) name. Set password protection. Set document properties (Title, Author, Company, etc.).

MS Excel data only:

Summarize columns and rows for Power BI Reports. Customize Column Formats for Power BI Reports.

CSV (character separated values):

Export underlying & summary data. - Use any character separator, or use "tab", choose comma, or any delimiter (or not, if you do not require one).

MS Word (DOC):

Set document properties (Title, Author, Company, etc.).

HTML (HTM). JPG. EPUB. BMP. PNG. MS PowerPoint.

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For Power BI Paginated Reports and SSRS Reports Available formats for:

Power BI paginated reports (On Premise - Power BI Report Server) Microsoft SSRS reports (On Premise - SQL Server Reporting Services)

Adobe Acrobat (PDF):

Encrypt and password protect PDF files before delivery. Include watermarks & stamps. Add bookmarks based on group header. Set document properties (Title, Author, Producer, etc.).

CSV (character separated values):

Export underlying & summary data. - Use any character separator, or use "tab", choose comma, or any delimiter (or not, if you do not require one).

MS Excel (XLS & XLSX):

Customize Excel file (workbook) name. Set password protection. Set document properties (Title, Author, Company, etc.).

MS Word (DOC):

Set document properties (Title, Author, Company, etc.).

Raster image (TIF).

Data interchange format (DIF)

(SSRS Only).

dBase II, dBase III & dBase IV (DBF). HTML (HTM). Lotus 1-2-3 (WK1, WK3 & WKS). Record style (REC). Rich text (RTF). Tab separated (TXT). Text (TXT). XML (XML).

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