
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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Plauti enhances data integrity within Salesforce and Microsoft Dynamics 365 CE, empowering teams to automate processes, generate reports, and leverage AI on reliable records. By ensuring that no information is sent to external servers, all operations occur within your CRM, allowing administrators to maintain complete control without needing to submit any IT requests. The solution addresses data quality throughout the entire record lifecycle, providing a comprehensive overview of data health for all objects and fields, enabling the entire team to operate with a consistent and accurate understanding. It facilitates the bulk cleaning of duplicates, standardizes data formatting, and verifies the validity of emails, phone numbers, and addresses. Additionally, Plauti proactively prevents poor-quality records from entering the system, whether they originate from manual input, imports, APIs, or AI-driven tools such as Agentforce and Copilot. Clean data can be immediately utilized for routing and downstream distribution, allowing AI to function effectively on dependable records. As Plauti is integrated directly with the infrastructure of Salesforce and Dynamics 365 CE, it seamlessly adopts your current permissions and security protocols, eliminating the need for separate logins, avoiding delays in data synchronization, and ensuring compliance with regulations. This deep integration not only optimizes workflow but also enhances trust in your data management processes.
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Document Creator
Effortlessly tailor report formats, translate titles, and expand data sets for your layouts using Document Creator, an essential add-on for designing reports in Microsoft Dynamics 365 Business Central. This powerful tool simplifies the process of editing report layouts, dramatically decreasing the time needed for development. Even individuals lacking technical skills can easily adapt report layouts due to its intuitive design interface and the clear distinction between code and layout elements. Document Creator includes a simple standalone report designer that utilizes reliable technology, which has been in use since 1998 and is trusted by over 20,000 users across more than 50 countries. Furthermore, it is packed with various enhancements aimed at ensuring a smooth and efficient report development journey for Dynamics 365 Business Central users. As a result, this makes it a perfect choice for businesses eager to enhance their reporting capabilities and streamline their workflow. By integrating this tool, organizations can achieve more effective and visually appealing reports with minimal effort.
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ClicData
ClicData stands out as the pioneering fully cloud-based software for Business Intelligence and data management. Its data warehouse simplifies the process of integrating, transforming, and consolidating information from diverse sources. Users can design engaging dashboards that automatically update and can be shared with managers, teams, or clients in various formats. Options for sharing include scheduled email deliveries, exports, or dynamic dashboards through LiveLinks. Additionally, ClicData streamlines all processes by automating data connections, refreshes, management tasks, and scheduling routines, enhancing efficiency and productivity. This level of automation allows users to focus more on analysis rather than manual data handling.
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