Email Subscriptions for Reports & Dashboards

Do you prefer to have your reports available when you start your day? Too busy and want the system to send the reports to your inbox while you work on other deliverables? Want to auto-deliver reports to your teammates without having to manually run the reports each time? Power BI’s got your back! This article talks about how to set up subscriptions within Power BI.

Without further ado, here is how to set up the subscription.

1. Login to Power BI service and open the report/dashboard you’d like to subscribe to.

2. On the toolbar, click on ‘Subscribe to report’ followed by the ‘Create a Subscription’ button.

 

  1. Provide a name for your subscription.
  2. Enter recipients’ email addresses.
  3. Select what format would you like to attach the report in (Note: this requires a subscription to Power BI Premium).
  4. Set the cadence of your subscription.
  5. Click on More Options to provide the necessary information for the Email Subject and Message body.
  6. Set the other options per your needs.
  7. Click on Save.

 

Here’s what the subscription email looks like.

To make any changes to the subscriptions or delete a particular subscription, follow steps 1 and 2 above and make necessary changes to the existing subscriptions.

More information is available here.

 

 

 

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