Send dashboards and reports as automated emails on power bi

+1 vote
I want to send automated emails with attached dashboards and reports every morning to my team for the previous days business. I've recently started using power bi , Is there a way to achieve this?
Sep 28, 2018 in Power BI by Hannah
• 18,570 points
19,706 views

3 answers to this question.

0 votes

You can use this feature called Power BI robots. PowerBI Robots is a Robots Process Automation (RPA) tool that allows users to schedule and send Power BI reports and dashboards to anyone, anywhere.

After installing and setting up the PowerBI Robots desktop agent, go to the web agent and click Create on the Playlist option in the menu. A playlist is a set of Power BI reports or dashboards, grouped to be sent somewhere, in our case, by email.

On the home page you should:

  • name the playlist;
  • choose the screenshot output format (image, or single or multiple PDF files);
  • set the screen size;
  • set the screen-captures recurrence (i.e. your data’s refresh rate);
  • select Email on the Send to You should also write the email’s subject as well as its message;

Refer this blog for detailed guide. 

answered Sep 28, 2018 by Kalgi
• 52,360 points
+2 votes
answered Mar 22, 2019 by Bob Jenkins

reshown Mar 22, 2019 by Vardhan
Hey Bob Jenkins! I hope you are doing good. Please register and contribute to get points.
+2 votes

also, check - https://bihelper.tech

It is a cloud service for sending automated emails on Power BI. We have been using it to send around 10 reports every day.

answered Oct 14, 2019 by Andrew Caulton

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