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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 Octoboard?

Leverage office television screens to disseminate insights and updates via Slack or implement automated email alerts for your clients, all without the need for previous experience or IT support. Octoboard serves as a fully self-sufficient platform that collects, visualizes, and refreshes data for over 18,000 business clients, whether in the cloud or on-premises. The saying "what gets measured gets done" holds significant weight; by quantifying your business objectives, you can clearly convey performance targets. In just seconds, you can create visually appealing, shareable dashboards and reports. Octoboard efficiently compiles information from all your cloud applications, guaranteeing data consistency while freeing up your time on visualization, sharing, and reporting tasks. You have the capability to manage your devices, including office televisions and monitors, seamlessly through the Octoboard interface. This enables you to extract valuable insights from your data and maintain oversight of various metrics, such as live website traffic, lead generation, customer retention, and support tickets. Additionally, you can merge Sales, Marketing, Support, and DevOps metrics with real-time events to form a well-rounded perspective of your business performance. This integrated approach not only fosters better teamwork but also empowers organizations to make data-driven decisions swiftly and effectively, enhancing overall operational efficiency.

Media

Media

Integrations Supported

Google Docs
Google Sheets
Microsoft Power BI
Slack

Integrations Supported

AWeber
Axis LMS
Birdeye
CallRail
ChartMogul
Freshdesk
HubSpot CRM
HubSpot Marketing Hub
LiveChat
Nekton.ai
QuickBooks Online
SendGrid
SurveyMonkey Enterprise
X (Twitter)

API Availability

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

€18 per month
Free Version
Free Trial Offered?

Supported Platforms

Windows
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub

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

Octoboard

Date Founded

2017

Company Location

Ireland

Company Website

www.octoboard.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

Categories and Features

Advertising Agency

Campaign Management
Collaboration

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views

Marketing Analytics

Dashboard
Performance Metrics
ROI Tracking
Social Media Metrics
Website Analytics

Reporting

Customizable Dashboard
Data Source Connectors
Financial Reports
Marketing Reports
Report Export
Sales Reports
Scheduled / Automated Reports

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