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Average Ratings 12 Ratings

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support

Description

Operational reporting, task automation, and uploads for Microsoft Dynamics can be efficiently managed inside Excel. Manual tasks such as bulk uploads, distributing reports, and entering data again into Microsoft Dynamics consume valuable time, are prone to errors, and create undue stress for your finance team on a monthly basis. The process of identifying and rectifying reconciliation discrepancies is labor-intensive and can lead to significant issues with data integrity. Without proper visibility into your ERP and other data sources, gaining a comprehensive understanding of your financial status and closing the month can be quite challenging. The standard reporting tools that come with Microsoft Dynamics often necessitate substantial IT support, resulting in delays in report generation and creating bottlenecks for your IT department. However, with Atlas, you can effortlessly create and disseminate real-time reports without needing IT’s assistance, as it seamlessly integrates live data from Microsoft Dynamics and other sources, empowering you to generate precise financial and operational reports efficiently. This not only enhances productivity but also allows your finance team to focus on more strategic tasks, ultimately driving better decision-making for your organization.

Description

PBRS brings automated report production and distribution to organizations using Microsoft Power BI and SSRS. Developed by ChristianSteven Software, it runs in your Windows environment and coordinates reporting tasks that would otherwise involve manual exports or multiple automation flows. Build workflows for Power BI Service, Power BI Report Server, Power BI Paginated Reports and Microsoft SSRS. Launch them at regular intervals, on custom calendars, after a dataset refresh completes, or in response to supported database, file, email and system events. For personalized (Dynamic) reporting, PBRS reads SQL or JSON instructions to apply each recipient's filters, parameters, output format and delivery details. Report bursting allows a shared report to become separate outputs for customers, branches, departments or individual users. Produce PDF documents, Excel workbooks and CSV files where supported. Use Excel templates and formatting, merge suitable exports into workbook tabs, or collect several reports into a single email, ZIP archive or bookmarked PDF. Passwords and encryption help protect PDF documents. Route finished files to email addresses, Teams, SharePoint, OneDrive, Google Drive, Dropbox, FTP or SFTP servers, network folders, Slack and printers. Deliver exported documents to external audiences without requiring them to access Power BI. Execution records, notifications, retry settings and blank-report handling support unattended operation. A REST API lets developers connect supported scheduling and execution functions to their own applications. PBRS suits reporting operations that need consistent output, recipient-specific content and coordinated delivery across multiple reporting sources.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Power BI Yes 
Dropbox No 
Google Docs No 
Google Drive No 
Google Sheets No 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
Microsoft SharePoint No 
Power BI Embedded No 
SQL Server Reporting Services (SSRS) No 
Slack No 

Integrations

Microsoft Power BI Yes 
Dropbox Yes 
Google Docs Yes 
Google Drive Yes 
Google Sheets Yes 
Microsoft Dynamics 365 No 
Microsoft Excel No 
Microsoft SharePoint Yes 
Power BI Embedded Yes 
SQL Server Reporting Services (SSRS) Yes 
Slack Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$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 Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

insightsoftware

Founded

2018

Country

United States

Website

www.globesoftware.com

Vendor Details

Company Name

ChristianSteven Software

Founded

2002

Country

United States

Website

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

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics Yes 

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export No 
Sales Reports No 
Scheduled / Automated Reports No 

Product Features

Business Intelligence

PBRS enhances business intelligence processes by streamlining the distribution of Power BI reports to the appropriate users. Business intelligence teams can send tailored information to clients, departments, and locations without the hassle of repeated file exports or managing multiple delivery schedules. Utilize SQL or JSON data to customize reports, filters, parameters, formats, and delivery points for each recipient. Synchronize dataset updates with report creation, and then distribute files in formats like PDF, Excel, CSV, or comprehensive report bundles. 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 delivers outputs via email, Teams, SharePoint, cloud storage, and various other supported methods. External users can receive exported files even if they do not have access to Power BI.

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Reporting

Streamline the generation and distribution of regular reports with PBRS (Power BI Report Scheduler). This tool allows you to create reports from various sources, including Power BI Service, Power BI Report Server, Power BI Paginated Reports, and Microsoft SSRS. Customize reports for individual recipients using dynamic filters and parameters based on the data. You can export outputs in formats such as PDF, Excel, and CSV, apply specific Excel styles or templates, and combine multiple reports into a single email, ZIP file, bookmarked PDF, or multi-tab workbook. Schedule reporting jobs to run at regular intervals, on personalized calendars, during designated business events, or following the completion of dataset updates. You can easily distribute the generated files via email, Teams, SharePoint, cloud storage, FTP, SFTP, network folders, and other platforms. PBRS, which runs within your Windows environment, offers features like PDF security, management of blank reports, customizable retry options, notifications, and a record of execution history to facilitate seamless unattended reporting tasks.

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports Yes 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports No 
Scheduled / Automated Reports Yes 

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