scheduled export of a report to pdf
It would be nice if there is an option to have a scheduled export of a report to PDF. A nice to have feature would be to directly e-mail it to people so they are being notified of the latest report.
Another update on this item – users now have the ability to set up scheduled subscriptions with paginated reports and 6 different formats, along with parameters per subscription to allow further personalization. There is also now the ability to create paginated reports against any Power BI dataset in the service, and we’re planning to add drillthrough from Power BI to Paginated Reports in the short term.
We still have plans to support e-mail attachments for Power BI reports as well in the coming months, and we’ll share more specifics once we get closer to starting that work.
In most cases, we will want the entire report, with the ability to select specific slicers and have multiple views exported. For example, one page of the report has a slicer called Division. We would want to be able to schedule the report to generate a pdf of each of the divisions selected, one with all divisions, and then one overall view without slicers from the other 4 pages.
This is really for us a biggest need we have why we would appreciate that feature a lot.
It's the main reason why we still need to use other reporting tools.
We think best would be if you add next to the mobile view a print view.
From the cloud service we should be able to schedule
sending reports to any email addresses we want to
on a daily, weekly and monthly basis. Just like the refresh of Power BI data.
Firstly sending pdf should be supported and after that sending Excel-files.
Mark Price commented
I work with Pharmaceutical and NHS clients that need to look at account level prescribing and outcomes data so I would use Power BI to filter on diseases and accounts then print a pdf report that could be used for business cases and/or be shared at meetings. The functions I would need would be:
1). Format the output of the report in the same way that you can build a visual for the iphone
2). Use the filters in the report to produce the level of detail required for the pdf report
3). Once report is ready have the ability to print report pages as pdf.
This would be used by sales people, NHS medical professionals and business administrators and Pharma medial professionals.
I have clients holding back on implementing Power BI becaise it does not have this function
All of the above. This is one reason I stick to Tableau.
Some people want all the details they can get, so all the report pages, with the slicers/filters applied. Others will only want the high level dashboard for a presentation or meeting, or even just one image to include in their powerpoint. And it's all the same data so I'm not going to build custom reports every time.
Today our comany uses SSRS for most scheduled reports, but would like to move to PBI completely. In order to do so we must be able to have similar capability when it comes to sending our automated reports via email.
Hi, how we use our current tool:
1. Hide/show elements to use same report for Excel and PDF exports.
2. Create several daily schedules to generate reports, with failure notice in case this happens. Monitoring would be nice as an admin.
3. Send schedule to people within and outside our domain.
4. Be able to edit subject/body to have a welcome text. Perhaps using data/titles as elements of this text like: Turnover of region Asia in September 2017.
5. Nice would be to be able to click on a link in the mail for the power bi report (depending on acces rights).
6. Same report can be exported with different filters. Perhaps use bookmark option to send a story?
Today our company (20K employees) use Cognos and to be able to switch to Power-BI we must have option to:
1. Activate slicers (both page and report ) that should be selected when the report is emailed
2. Select which tab/sheet should be exported (if you have many tabs in a report)
3. Should be able to schedule to multiple users (emails)
4. Should be possible to schedule as excel as well as PDF
Linda Howarth commented
Being able to create a pdf as required would make Power BI a far more powerful tool. As I am sure the majority of people will have the ability to edit a pdf, I feel it is irrelevant whether we want one page or a full report! Apologies for being negative but I cannot believe it is taking so long to add this feature
One pdf bouton from the application to export in pdf all the Dashboard page.
It could be usefull also to define the format of the Dashboard when we create it.
Actually I use chrome to print out because I can choose the format and remove header/footer.
I would recommend to schedule and export the whole report. If there are slicer or filter, follow the default setting. The schedule need to be more flexible, like weekly on Monday Tuesday etc, last day / first day of the month etc. Able to export as word/ pdf/ ppt (user select). If the action unsuccessful, email to inform the user.
A full report would be ideal to have
Mattthias Stoehr commented
we need always full report (multiple pages) as PDF. We have tables with product images in the first column, some product details in the next columns and sales/sold time turnover figures per product. these might be several hundred up to 3-5000 products. Also to have repeater table reports would be helpful as we could place the records maybe 3 columns and 4 rows per page to save pages/space.
If we could group per customer/shop that would be ideal then - basically same report features you already support in Access. We have JDE and Cognos but are looking for a faster and more flexible report/analysis tool than Cognos.
Jurgen VD commented
The full report where you can select the different pages what you would like to show.
Don't care about schedule, just need full report (e.g. All data in table that scrolls) in one PDF. Thats more important. Get to scheduling later.
Hi Sirui, I need to send out the full report each month as a powerpoint / pdf and currently have to print screen as it is over the limit. Having a full report extract with custom visuals as well would be excellent!
Sebastian Roling commented
Whole report; some people still prefer a static pdf in their inbox and that's what I am hoping to address with this feature. If page-numbers can be added, even better.
Jason Kendall commented
Hi Sirui. I have managers who would love this feature. It would be great to have option to schedule a full report and be able to apply filters that you have identified during the report creation process. The option the schedule a one-time report or reoccurring schedule based on a frequency would be great. also, the key is going to be the schedules ability to refresh the report in connection with the distribution.
We use Power BI for monthly reporting now (many of which are over 15 pages long) and we have a regulatory need to export the pack as is each month according to the monthly meeting schedules.
Currently, we are literally screenshotting each page / bookmark every month, sometimes multiple times a month per report in order to support this need.
We need to be able to export the entire report (with an option to use either bookmarks or pages to define each page to export) into a PDF. The PDF needs to look exactly as it looks on screen. Currently, we can only PDF a single page or export to PPT up to 15 pages, both options completely messing up the format of the page.
An additional feature that would make this even better is the ability to select a format (the same way we can when printing PPT - Full Page Slides, 2 Slides, 3 Slides, etc. but pages or bookmarks instead of slides).
Also, this needs to be available to all users (viewers as well as creators of content) so creators aren't stuck exporting reports on behalf of users.
Krish Krithivasan commented
Would be great if the selected views / graphs can print landscape / portrait or multiple to a page like from within PowerPoint. An option to include slicer / filter details optionally as notes will be awesome as well. The primary use case here is to be able to take these on paper to a meeting with technologically challenged users, especially executives who do not carry their laptops / tablets to meetings.
Ke Mao commented
It'd be good to have the flexibility, i.e. to export the entire report, or a certain page.