Export and Email PowerBI reports

Microsoft Outlook

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Import

Automate PowerBI report exports and email distribution using Mindflow. Trigger exports on a schedule, refresh permissions, and retrieve reports from workspaces. Export reports in formats like .pptx or .pdf, loop until completion, and send via email. Streamline reporting and enhance productivity.

Automate Reporting

Integration

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Automate Reporting

Exporting PowerBI Reports: Reports are exported from PowerBI to specified formats like .pptx or .pdf. Manual exporting involves repetitive steps and potential errors. Automation ensures accuracy and efficiency, reducing the time spent on manual exports.

Emailing Reports: Reports are automatically attached to emails and sent to designated recipients. Manual emailing involves multiple steps and risks of missing recipients. Automation streamlines the process, ensuring timely and accurate distribution.

Permission Refreshing: User permissions are refreshed to ensure access to the latest reports. Manually updating permissions can lead to outdated access rights. Automation guarantees up-to-date permissions, enhancing security and access management.

Microsoft PowerBI: In this use case, PowerBI generates and exports reports in specified formats. It serves as the data source, distributing necessary reports to stakeholders and eliminating manual report generation and export tasks.

Microsoft Outlook: We use Outlook in this flow to send the exported reports. It automates the process of attaching reports to emails and sending them to designated recipients, ensuring timely and accurate delivery without manual intervention.