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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.

Call +1 888 781 8966 or email [email protected] today!

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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




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.




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.



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)




Producer, etc.).




MS Excel (XLS & XLSX): Customize Excel file (workbook) name. Set password

protection. 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).

.


For Power BI Paginated Reports (Cloud – Power BI Service)




Producer, etc.).




MS PowerPoint.

Web Archive (mhtml).

MS Excel 2007.


XML.




Adobe Acrobat output format options

Encrypt and password protect PDF files before delivery.

Add selective password protection (Can Print; Can Copy; Can Edit, Owner Password, User

Password, etc.).

Include watermarks and stamps.

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

Merge a package of multiple reports into a single PDF file.

Merge any existing PDF files into a single file.




CSV output format options

Use any character separator, or use "tab", choose comma, or any delimiter (or not, if you

do not require one).




MS Excel data only options.

For Power BI Reports: export underlying and summary data; add row and column totals if

required.

Customize Excel file (workbook) name.

Burst report groups into separate worksheets in the same workbook.

Merge a package of multiple reports as individual worksheets (tabs) in a single workbook.

Set password protection.

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




Customize column formats for Power BI reports




MS Word output format options

For MS Word (DOC): Set document properties (Title, Author, Company, etc.).




Output to HTML

Use advanced or basic HTML rendering.




Destinations

Distribute reports and dashboards to a variety of destinations

Flexible, highly customizable and

function-rich destination functionality.

Printer Distribute to single or multiple printers.

Email Static recipient list or a data driven list of recipients.

Disk/folder Send reports to a local folder or network drive. Output to local

drives or output to network shares and UNC paths.

Microsoft SharePoint Export to SharePoint libraries, folders and lists.

FTP/FTPS Upload to FTP server.

Cloud Google Drive, Google Sheets, Dropbox, Slack

SMS Mobile text alerts and/or entire reports.

Fax Reports and dashboards to fax.




Export to email

Use static email addresses or read email addresses from a database. Personalize the

email body by inserting personalized tags in email body. For example, Dear

{tablename.firstname}.

Send emails in plain text or HTM, use raw HTML code to construct better-looking emails.

Embed report into email body, insert additional files as attachments and much more.




Export to disk

Output to local and network drives. Customize the file name, the output extension and

append date and time. Files may also be compressed (zip) and encrypted. PGP

encryption is also available.




Export to Dropbox

Export Power BI reports and dashboards to Dropbox in a specified format.




Export to Microsoft SharePoint

Export Power BI reports and dashboards directly to Microsoft SharePoint libraries,

folders and lists.




Export to a printer

Export multiple copies to a single printer or output to multiple printers (bulk printing).




Export to Google Drive

Export reports directly to a folder on Google Drive.




Export to Google Sheets




Export to Slack

Export reports and dashboards to a specific channel within Slack. Use constants to add a

customized message every time.




Upload to FTP

Upload Power BI reports and dashboards to an FTP server. Supports Secure FTP - SSL 3

and SSL 3.1 (TLS).




Send reports to SMS

Send an alert as an SMS (phone text message) or embed a report into an SMS message.




Single & Package Schedules

Schedule single or packages of reports

A single report is set to generate at

specified intervals: hourly, daily, weekly,

etc. It is exported to a specified format.

The exported file may be delivered to

one or more destinations.

Package reports are for delivering more

than one report to one or more

destinations at the same time.

For example, package reports may be

delivered to a client via email. Each

report may be an attachment or reports

may be merged together.




Create a package of single reports

A report pack can be sent to a client with all reports compressed into a single zip file, or

merged into one PDF or Excel workbook.




Create a package of data-driven reports

Run a group of data-driven reports at the same time.




Create a package of event-based schedules

Use this if you need to run more than one event-based schedule at the same time.




Data-driven Scheduling

Use PBRS's unique data-driven schedule processes

Use data-driven schedules to bring

reporting services functionality to Power

BI reports and dashboards! Drive all

variables of your reporting requirements

(filters, destinations, format, etc.) from

database tables and queries.

Examples:

• Distribute a report to a fluctuating list of

recipients, e.g. you can distribute a

report throughout a large organization

where recipients vary from one month to

the next.

• Filter the report output using report

filter values that are retrieved at run

time, e.g. the filter value returned from

the table for ‘Last Name’ will be ‘Doe’ for

John Doe and ‘Smith’ for John Smith.

• Determine the delivery type and report

format dynamically at run time, e.g. John

Smith gets the report as a PDF file by

email and John Doe gets the report as an

Excel spreadsheet by FTP upload to his

web server.




Create a data driver

Use the data in your database to populate report filters, destinations, formats and much

more.




Add report filters to a reporting schedule

Select records from your database according to the fields specified in the report filters.




Set up a data-driven destination

PBRS will automatically enter the required filter values, export and deliver the report to

the corresponding email.




Set up packages of data-driven reports

Packages make it easy to send many reports in the same email. Reports can be merged

before delivery and password protected.




Event-based Schedules

Distribute Power BI reports and dashboards based on triggers

Distribute Power BI reports and

dashboards, and respond to your

business needs by setting schedules to

run based on events and triggers rather

than date. Add real-time monitoring to

your Power BI reports and dashboard

distribution process. With PBRS's event-

based schedules, reports are fired off

when events occur, e.g. database value is

present, file is modified, window is open,

an email is received, etc. PBRS makes

sure the reports are generated and

distributed on time and error-free. It's

what you want from a Power BI Reports

Scheduler.




Event Triggers

Database record exists

Monitor for the existence of database

records. This condition can apply to new

database records only, or to any

matching database records.

Database record has been modified

Choose to include new (Inserted) records

and deleted records. Use this for follow-

ups by selecting to only match the

condition if the record has been (or not

been) modified in x minutes. Repeat the

action every x minutes until the condition

is no longer true, or run just once.

Unread email is present

Monitor a POP or IMAP mailbox for new

emails. Forward, redirect, delete mail

after processing. Read the body text and

other mail sections (sender email,

subject, etc.) and use the values to

populate report parameters, email

addresses, etc. For example, send the

report to the sender of the email.

File exists

Use this trigger to respond to the

existence of a new file in a local or

network folder.




Event Triggers, contd.

File has been modified

Great for monitoring log files, but works

equally well for all other types of local or

network files.

Process exists

Great for monitoring for certain key

processes on your machine. If those

process are not running then PBRS can

automatically restart them.

Window is present

Use this to monitor for open windows

Data is received on a port

PBRS can monitor specified ports for

data and then execute tasks such as

reports or database updates.




Fire off reports when a defined system event occurs




Date & Time Scheduling

Schedule reports and dashboards to run at a specific date and time

It's easy to schedule Power BI reports

and dashboards to run at a specific date

and time, or to run them hourly, daily,

weekly, or monthly, or set up your own

custom frequencies, e.g. 4-4-3, every

other day, third Monday of the month,

and so on.

And the same report can be scheduled

to be run multiple times with different

filters, formats, frequencies, and

destinations. It makes Power BI report

and dashboard scheduling simple,

hassle-free and convenient for you.

Create your desired scheduling frequency

Schedules can be set to run daily, weekly, week days, working days, monthly, e.g. on the

nth day of a month, annually, or create a bespoke scheduling frequency using custom

calendars. Schedules can be set to repeat every x min.




Schedule Power BI reports and dashboards to run daily

Schedule a report to run every day at a set time excluding specific days by using

exception calendars.




Exception calendars are available for blackout dates.




Schedule your month-end Power BI reports and dashboards

Schedule a report to run on the last day of every month at a set time.




Schedule Power BI reports and dashboards for the 1st day of every month

Schedule reports and dashboards to run on the 1st day of every month except for

certain user-specified dates.




Run reports and dashboards on your own schedule

Can’t find what you need? Use custom calendars to set your own business-driven

scheduling frequency, e.g. 4-4-3.




Pre & Post Delivery Workflows

Use custom tasks to automate your business

Write and execute simple or complex

business process automation scripts,

workflows or macros using PBRS' custom

tasks. Use this schedule on its own or as

part of a more complex automation

solution.

Examples include:

Send an email

Update a database record

Upload to FTP

Update a file

Print files

and lots more.

Run custom tasks before report delivery.

Run custom tasks after report

production.

Run custom tasks after report delivery.

Run custom tasks before and after a

report has exported.

Use custom tasks to create automation

schedules.




Available Custom Tasks

General

Run program (bat, exe, com)

Open, print document

Wait/pause

Send SMS

Execute schedule

Create exchange appointment

Files and folders

Copy, rename, move, delete file

Write to text file

Zip, unzip files

Create, rename, move folder

Merge PDF files

Folder housekeeping

Manipulate PDF

Build Excel workbook

Merge Excel files

Manipulate Excel

Upload to SharePoint

Internet and FTP

Send an email

Open a web address

Upload to FTP

Download, delete from FTP

Create, delete FTP directory

Database

Execute SQL script

Run stored procedure

Insert, update, delete database record

Create, delete database table

Create, delete table column

Execute SSIS package

Export data to a report

Save BLOB to SQL server

Get BLOB from SQL-server

Registry

Set value

Delete key

Create key



Merge PDF files

Use automation schedules to merge PDF files in a specified folder.


Create custom workflows

Use custom actions pre- or post-delivery of a schedule to create a workflow.




Add several custom actions to the same schedule

Create your own workflows by adding as many custom actions to an automation

schedule.




Data-driven Automation

A data-driven automation schedule gives you the ability to write automated processes

using PBRS' standard custom actions from database tables and queries at run time. You

can use data-driven automation schedules for a number of scenarios:

- automatically update databases,

- set registry keys, move files,

- and even create reports directly from database data.




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




Exception Handling

Set error handling for reports and options for blank reports.

Use exception handing to determine

what should happen if a reports fails to

run or if the report executes but contains

no data.

For example, if a report takes longer than

the specified amount of time to run, treat

the schedule as an error and follow the

appropriate action. The “auto-calculate”

option instructs PBRS to automatically

determine how long a schedule should

take to run the report. If it takes longer

than the calculated amount of time, then

it is an error. Should an error occur with

a schedule, specify the retry interval and

number of times the schedule should

attempt a retry.

Check for blank reports and determine

what actions should be taken if a blank

report is detected.




Exception handling

Should an error occur, define the action(s) PBRS should follow.




Blank report exception handling

If a report genuinely has no data behind it, PBRS can be configured to do a number of

things with the report and schedule.



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