
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.
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Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing.
The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for.
Kantata PSA puts an end to unpredictable projects by enabling you to:
• Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more
• Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people
• Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment
Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business.
With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
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TackleBox
TackleBox provides an efficient method for generating automated PowerPoint presentations, interactive dashboards, and comprehensive data analysis. You can easily incorporate Excel content into your PowerPoint slides and be alerted when new data is available, ensuring you are always informed. A single click allows you to refresh your presentations, enabling access to the latest updates from various Excel files at once, all without having to open them. It’s as if you have an enhanced ability to see through your Excel data. TackleBox integrates seamlessly with your current Office 365 documents and folders, requiring no additional downloads or complex manuals—just sign in and get started. This lets you concentrate on what you do best: analyzing data, building models, and creating charts and tables. You can directly link files from any OneDrive folder into TackleBox, allowing for a smooth continuation of your work. Additionally, TackleBox tracks file updates so you can maintain your focus on your projects. With ease, you can assemble PowerPoint slides and live dashboards by selecting the charts, tables, and cells you need, while your presentations refresh automatically in the background. This revolutionary method not only saves you valuable time but also significantly boosts your productivity, making every project more manageable. Overall, TackleBox empowers users to work smarter, not harder, transforming the way data is presented and analyzed.
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OfficeReports
OfficeReports is a complete survey analysis and reporting solution built as a suite of Microsoft Excel and PowerPoint add-ins. It is designed for market researchers, consumer insights teams, and consultancies who need to transform raw survey data into polished, presentation-ready reports—faster and with greater accuracy.
Unlike standalone platforms, OfficeReports works inside the tools your team already uses: Excel and PowerPoint. This seamless integration eliminates the need for copy-paste workflows, scripting, or switching between applications. Reports stay connected to the data source, so updates are automatic—ideal for tracking studies and recurring reporting cycles.
OfficeReports includes three core tools:
Calculo: Advanced cross-tabulation and statistical analysis inside Excel. Import data from SPSS, CSV, or Excel, apply filters, weighting, and run Z-tests or T-tests—all from a familiar interface.
Presento: Automate PowerPoint report creation from structured crosstab tables. Automatically resize tables and charts, add significance icons, and replace text with brand logos to enhance clarity and consistency.
Intelligo: Combines the analytical power of Calculo and the automation of Presento in one all-in-one solution. Perfect for high-volume and multi-wave studies, Intelligo updates existing reports with new data in one click—without losing layout or formatting.
Key Benefits:
Eliminate manual copy-paste between Excel and PowerPoint
Maintain branded report templates with full design control
Create reports before fieldwork is finished and update them instantly
Visualize statistical significance with arrows and indicators
Share editable, presentation-ready reports with stakeholders faster
Used in over 30 countries, OfficeReports empowers teams to spend less time formatting and more time delivering insights that matter.
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