PBRS Power BI Reports Distribution vs. EmailMerge365

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What is PBRS Power BI Reports Distribution?

Give every customer, manager or business location the reports they need without repeatedly exporting, assembling and sending files. PBRS (Power BI Report Scheduler) from ChristianSteven Software helps BI and IT teams turn recurring reporting requirements into managed workflows. Choose the reports, define the recipient rules and configure how the results should arrive. Data-driven (Dynamic) schedules can read a database query or JSON data to select report contents, adjust filters and parameters, personalize filenames and messages, and determine each destination. Update the source data as requirements change instead of maintaining a separate schedule for every recipient. Combine several outputs into one delivery: attachments in a single email, a ZIP package, a merged PDF with bookmarks or an Excel workbook containing multiple tabs where supported. Generate PDF, Excel and CSV outputs, including formatted and template-based Excel files. Apply PDF passwords and encryption before distribution. Send results to employees, customers and partners through email, Microsoft Teams, SharePoint, cloud storage, secure file transfer, shared folders, Slack or printers. People receiving exported files do not need Power BI access. Control when work runs through recurring timetables, custom business calendars or supported operational triggers. Coordinate dataset refresh with report generation so delivery follows refresh completion. Configurable retries, failure notifications, execution history and blank-report handling help administrators oversee automated jobs. PBRS is a Windows application supporting Power BI Service, Report Server, Paginated Reports and Microsoft SSRS. Its REST API also enables supported reporting workflows to be managed and launched from business systems and customer portals. For organizations outgrowing basic subscriptions or individually built Power Automate flows, PBRS centralizes report personalization, packaging and distribution.

What is EmailMerge365?

EmailMerge365 is an Outlook add-in designed to streamline the process of crafting and sending personalized bulk emails within the Microsoft 365 ecosystem. It enables users to choose recipients from their Outlook contacts or import lists from Excel, allowing for customized content and subject lines through the use of merge fields. The add-in provides message previews and the ability to utilize reusable templates, as well as options for sending emails either right away or on a scheduled basis through the user's Microsoft 365 mailbox. Additionally, it includes optional tracking plans that offer valuable insights into email engagement metrics such as opens and link clicks, though there is a limit of 200 emails per tracked merge. This tool is perfect for individuals and organizations looking to distribute tailored announcements, newsletters, invitations, and various group communications using Outlook. Furthermore, EmailMerge365 is compatible with Classic Outlook for Windows, the New Outlook, Outlook on the web, and Outlook for Mac, making it a flexible solution for a wide range of users. Its versatility ensures users can efficiently handle their bulk emailing tasks regardless of the platform they are using. As a result, EmailMerge365 serves as a robust resource for enhancing communication and engagement through personalized outreach.

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Integrations Supported

Dropbox

Google Docs

Google Drive

Google Sheets

Microsoft Power BI

Microsoft SharePoint

Power BI Embedded

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Integrations Supported

Microsoft 365

Microsoft Excel

Microsoft Outlook

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API Availability

Pricing Information

$249.59 per month

All PBRS functionality for new customers using Power BI Pro. Includes one installation, up to 100 peak report outputs, unlimited server application users, unlimited API access, technical support and software updates. Billed annually at $2,995.08, equivalent to $249.59 per month. Eligibility and renewal terms apply.

Free Trial Offered?

Pricing Information

$100/user/yearly

A free tier allows up to 10 emails per merge. EmailMerge365 Pro is US$100/year. The separate tracking plan is US$200/year or US$25/month and tracks up to 200 emails per merge. Multi-license discounts are available.

Free Trial Offered?

Supported Platforms

Windows

On-Prem

Supported Platforms

SaaS

Windows

Mac

Customer Service / Support

Standard Support

Web-Based Support

Customer Service / Support

Standard Support

Web-Based Support

Training Options

Documentation Hub

Webinars

Training Options

Documentation Hub

Online Training

Company Facts

Organization Name

ChristianSteven Software

Date Founded

2002

Company Location

United States

Company Website

go.christiansteven.com/power-bi-report-scheduler

Company Facts

Organization Name

Standss (South Pacific) Pte Limited

Date Founded

1995

Company Location

Fiji

Company Website

www.emailmerge365.com

Categories and Features

Business Intelligence

PBRS enhances business intelligence processes by streamlining the distribution of Power BI reports to the intended audience. BI teams can effortlessly share customized information tailored to specific customers, departments, and locations, eliminating the need for repeated file exports or the hassle of managing multiple delivery timelines. Utilize SQL or JSON data to customize each recipient's reports, including filters, parameters, formats, and delivery locations. Synchronize dataset updates with report creation, and then distribute outputs in formats such as PDF, Excel, CSV, or compiled report packages. PBRS is compatible with Power BI Service, Power BI Report Server, Power BI Paginated Reports, and Microsoft SSRS. It operates within your Windows environment and facilitates output delivery via email, Teams, SharePoint, cloud storage, and various other supported platforms. External recipients can obtain exported files without requiring access to Power BI.

Not specified

Reporting

Streamline the creation and distribution of regular reports using PBRS (Power BI Report Scheduler). This tool facilitates the generation of outputs from Power BI Service, Power BI Report Server, Power BI Paginated Reports, and Microsoft SSRS. Customize reports for specific recipients by utilizing data-driven (Dynamic) filters and parameters. You can export files in PDF, Excel, and CSV formats as applicable, apply formatting or templates in Excel, and combine various reports into a single email, ZIP file, bookmarked PDF, or multi-tab workbook. Schedule reporting jobs to run at regular intervals, on personalized calendars, in response to certain business events, or following the completion of dataset refreshes. Distribute the final files via email, Teams, SharePoint, cloud storage, FTP, SFTP, network folders, and more. PBRS is installed within your Windows environment and offers features such as PDF protection, management of blank reports, adjustable retries, notifications, and a history of executions for seamless unattended reporting tasks.

Email Reports

Report Export

Scheduled / Automated Reports