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Average Ratings 12 Ratings

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Average Ratings 0 Ratings

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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.

Description

Yearli, offered by Greatland, is a comprehensive solution for filing federal, state, and recipient W-2, 1099, and 1095 forms. Users can easily enter or import their data, and Yearli takes care of filing with the federal government or relevant state agencies, while also providing copies to recipients via both email and traditional mail. The program features three tailored options to align with varying budgets and business requirements. With a dedicated team of over 125 experts, Greatland prides itself on having the most knowledgeable advisers in the field of wage and income reporting for W-2, 1099, and 1095 forms. Additionally, Greatland places a high priority on customer security and confidentiality, which is why Yearli's online filing solutions have successfully passed numerous security assessments conducted by independent auditors. These enhancements were specifically implemented to achieve compliance with the Service Organization Control Reports SOC 2 certification, ensuring that clients' sensitive information is well protected. This commitment to security and expertise makes Yearli a trusted choice for businesses of all sizes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox Yes 
FreshBooks No 
Google Docs Yes 
Google Drive Yes 
Google Sheets Yes 
Icon Systems No 
Microsoft Power BI Yes 
Microsoft SharePoint Yes 
Power BI Embedded Yes 
SQL Server Reporting Services (SSRS) Yes 
Slack Yes 

Integrations

Dropbox No 
FreshBooks Yes 
Google Docs No 
Google Drive No 
Google Sheets No 
Icon Systems Yes 
Microsoft Power BI No 
Microsoft SharePoint No 
Power BI Embedded No 
SQL Server Reporting Services (SSRS) No 
Slack 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 

Pricing Details

$99 per year
Free Trial No 
Free Version Yes 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

ChristianSteven Software

Founded

2002

Country

United States

Website

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

Vendor Details

Company Name

Greatland

Website

www.greatland.com

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 

Product Features

Payroll

401(k) Tracking No 
Attendance Management No 
Benefits Management No 
Check Printing No 
Compensation Management No 
Deductions Management No 
Direct Deposit No 
Multi-Country No 
Multi-State No 
Reporting/Analytics Yes 
Self Service Portal No 
Tax Compliance No 
Vacation / Leave Tracking No 
W-2 and 1099 Preparation Yes 
Wage Garnishment No 

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