Report Sender vs. BI Service for SharePoint

Easily organize and send your Salesforce reports without any hassle. You can conveniently deliver reports in a straightforward Excel format to any email address, including those belonging to non-Salesforce users, which means you can skip the cumbersome tasks of email forwarding or manually copying and pasting information. There are no restrictions on the objects or fields that you can employ, and all Salesforce sharing rules and user field-level security will be respected. The Report Sender feature has become a highly desired tool among Salesforce users, providing a simple way to schedule reports effortlessly. With dedicated customer support and a stellar five-star rating on Salesforce AppExchange, this feature is fully compatible with Lightning as well. However, Salesforce reporting comes with its own set of challenges, including time-consuming and repetitive manual processes. Those lacking development skills may find it difficult to join Salesforce data effectively. Moreover, numerous individuals within and outside your organization may need access to Salesforce reports, but generating and sending reports is limited to users with Salesforce accounts. Users can send a maximum of 200 reports each month, and reports may still get sent even if no data records are present, which can lead to misunderstandings. To mitigate these challenges, consider exploring solutions that simplify the reporting process and improve accessibility for all users involved, ultimately fostering better collaboration and communication.

You can choose to leverage your existing investments in Power BI or opt to use it as a standalone tool. By configuring your pages with the report viewer web part, you can design captivating dashboards for SharePoint users, empowering them to collaborate with accurate and trustworthy data. These SharePoint page dashboards are also viewable on mobile browsers, facilitating access to information and allowing for inquiries while on the go. Furthermore, you can save your reports in multiple formats including Word, Excel, PDF, and PowerPoint among others. With the option for scheduled delivery, you can have your most important reports sent directly to your email or published to a document library for seamless distribution. The system supports Microsoft SSRS 2008R2 or later, making it easy to migrate your current reports. Additionally, it seamlessly integrates with Microsoft's Power BI Report Server, should you choose to move away from the BI Service at a later date. Reports and dashboards can be tailored to automatically filter content based on the user’s identity or their location within SharePoint, thereby improving the overall user experience. This flexibility guarantees that your reporting solutions stay pertinent and customized to meet the specific needs of your audience, ensuring ongoing engagement and effectiveness. Overall, such adaptability not only enhances usability but also fosters a more informed decision-making process within your organization.