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    Setting up Email Distribution of Paginated Reports in PBIRS: A Step-by-Step Guide

    Power BI Report Server (PBIRS) hosts 2 types of reports: traditional, paginated reports; and visual, Power BI reports. In this blog, I will talk about the distribution of paginated reports via email. This functionality allows the report to be run on a schedule and the resulting report is then emailed to a distribution list.

    Setting up an email distribution of a paginated report in PBIRS

    You create a paginated report via the Microsoft SQL Server Report Builder tool (or via the SQL Server Data Tools report project) and you publish it to the PBIRS:

     

    Fig. 1: Microsoft SQL Server Report Builder workspace

     

    Once your report is published, logon on to the PBIRS portal and navigate to the folder where you published the report. Click the “…” found in the top right hand corner of the report and click “Manage”:

     

    Fig 2: Power BI Report Server portal

     

    In the resulting Properties page of the report, you will note a grouping of properties on the left hand side: (1) Subscriptions is where we will go to define a set of subscriptions that email the report on a schedule.

    Note at the top:

    (2) Edit in Report Builder, which allows you to edit the report directly in Report Builder and save the changes back, and

    (3) Download, which allows you to download the rdl file and incorporate into your report development project.

     

    Fig. 3: Paginated report’s Properties page

    Since, we are interested in setting up an email subscription, click on “Subscription” and then click “New Subscription”:

     

    Fig. 4: Manage (paginated) report’s Subscriptions page

    In the resulting “New Subscription” page, fill in the Description; select the Type of Subscription (Standard is the default); select a Shared schedule or create/edit a Report-specific schedule; select Destination as “Email”:

     

    Fig. 5: New Subscription set-up page

     

    For Delivery options (E-Mail):

    ·       enter the To/Cc/Bcc fields using semi-colon (;) to separate multiple e-mail addresses

    ·       fill in the optional Reply-To field with the email to which those receiving this email can reply back to

    ·       enter the Subject

    ·       select whether to Include Report and/or Include Link

    ·       choose the Render Format

    ·       set a Priority

    ·       enter a Comment as the text body of the email message

    Notice that built-in fields, such as @ReportName can be used in the Subject and Comment sections.

     

    Fig. 6: New Subscription set-up page… continued

     

    Click “Create subscription” to save this setup.

     

    Fig. 7: Subscriptions page showing the newly created subscription

     

    Congratulations, you have set up an email distribution of a paginated report.

    You will not be able to set up an email distribution of a Power BI report because that functionality is not intended for Power BI reports: they are meant to be looked at in an interactive way. So, if you click on the “…” for a Power BI report, as follows:

     

    Fig 8: Power BI Report Server portal

     

    You will see that the Properties page of the Power BI report does not allow for any Subscriptions:

     

    Fig. 9: Power BI report Properties page

     

    This concludes the article on setting up an email distribution of paginated reports in PBIRS.