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Generate reports automatically and send to clients

I would like to create a report template which will Generate reports automatically based on template and send to clients based on individuals. Just like a monthly billing to customer, daily revenue/business report to MD or higher management in their mailbox rather they have to login then browse reports manually. I have not seen such report template which is given by Crystal Report. I would like this feature to be given by Microsoft.

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Shamshad Ali shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

2 comments

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  • Shamshad Ali commented  ·   ·  Flag as inappropriate

    This is similar like below asked:
    https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/13422336-scheduled-export-of-a-report-to-pdf

    There should be
    1- Report template, based on that template, the system can generate reports,
    2- Target audience to receive individual's email, the report might be like link or PDF or excel or any other readable format,
    3- Proper/customized scheduling system when to shoot email to which client.
    4- Admin can easily customize reports/schedules based on individual needs.

    We already have implemented this using SQL Job/Crystal reports (Templates)/ stored procedures for sending attachments in pdf to each customer with their data.

    I would suggest all should be in one platform. Trouble shooting, deployment and management would become much easier.

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