EmailMerge365

EmailMerge365

Standss (South Pacific) Pte Limited
PBRS Power BI Reports Distribution

PBRS Power BI Reports Distribution

ChristianSteven Software
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About

EmailMerge365 is an Outlook add-in for creating and sending personalized bulk email from Microsoft 365. Users can choose recipients from Outlook contacts or import Excel lists, then personalize message content and subject lines with merge fields. The add-in supports message previews, reusable templates, immediate or scheduled sending, and sending through the user's Microsoft 365 mailbox. Optional tracking plans add email-open and link-click reporting, with a limit of 200 emails per tracked merge. EmailMerge365 is designed for individuals and organizations that need to send individualized announcements, newsletters, invitations, or other group messages while working in Outlook. The add-in works with Classic Outlook for Windows, New Outlook, Outlook on the web, and Outlook for Mac.

About

PBRS (Power BI Report Scheduler) by ChristianSteven Software automates report scheduling, export, personalization and delivery across Power BI Service, Power BI Report Server, Power BI Paginated Reports and Microsoft SSRS. Designed for BI teams, IT departments and organizations with recurring reporting obligations, PBRS replaces repetitive exports and separately maintained delivery workflows with a centrally managed Windows application. Schedule reports hourly, daily, weekly or monthly, use custom business calendars, or trigger workflows from supported database, file, email and system events. Refresh Power BI datasets and wait for completion before generating and distributing reports. Use data-driven (Dynamic) scheduling and report bursting to produce different outputs for each customer, department, location or recipient. Database or JSON data can determine reports, filters, parameters, recipients, formats, filenames and delivery messages. Export reports and visual data to supported formats, including PDF, Excel and CSV. Create formatted or template-based Excel outputs, combine applicable outputs into multi-tab workbooks, and assemble multiple reports into one email, ZIP file or bookmarked PDF. Protect PDF outputs with passwords and encryption. Deliver reports to internal and external recipients through email, Microsoft Teams, SharePoint, OneDrive, Google Drive, Dropbox, FTP, SFTP, network folders, Slack and printers. Recipients can receive exported files without needing Power BI access. Manage reporting operations with execution history, notifications, configured retries and blank-report handling. PBRS brings report generation, packaging and distribution into one workflow for organizations whose needs extend beyond straightforward subscriptions or individual Power Automate flows. Developers can use the PBRS REST API to manage supported schedules, trigger workflows and monitor execution, integrating report automation into business applications and customer portals. PBRS is installed in your Windows environment. It is suited to businesses that need controlled, repeatable report delivery across multiple recipients, formats and destinations.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Professional Services Industry, Healthcare industry, Financial industry, Public Sector

Audience

Small, medium and large organizations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$100/user/yearly
A free tier allows up to 10 emails per merge. EmailMerge365 Pro is US$100/year. The separate tracking plan is US$200/year or US$25/month and tracks up to 200 emails per merge. Multi-license discounts are available.
Free Version Not Supported
Free Trial Supported

Pricing

$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 Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Pros from Real Users

Pros

  • PBRS works very well for our needs. The software makes it easy to automate the delivery of crucial BI reports and dashboards. It is also easy to set up and easy to use.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Standss (South Pacific) Pte Limited
Founded: 1995
Fiji
www.emailmerge365.com

Company Information

ChristianSteven Software
Founded: 2002
United States
go.christiansteven.com/power-bi-report-scheduler

Alternatives

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EmailMerge for Outlook

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Categories

Mail Merge Supported

Categories

PBRS extends business intelligence workflows by automating how Power BI reports reach the people who need them. BI teams can distribute recipient-specific information to customers, departments and locations without repeatedly exporting files or maintaining separate delivery schedules. Use SQL or JSON data to determine each recipient’s reports, filters, parameters, formats and destinations. Coordinate dataset refresh with report generation, then deliver PDF documents, Excel workbooks, CSV files or assembled report packages. PBRS supports Power BI Service, Power BI Report Server, Power BI Paginated Reports and Microsoft SSRS. It runs in your Windows environment and delivers outputs through email, Teams, SharePoint, cloud storage and other supported channels. External recipients can receive exported files without Power BI access.

Reporting Supported

Automate the production and delivery of recurring reports with PBRS (Power BI Report Scheduler). Generate outputs from Power BI Service, Power BI Report Server, Power BI Paginated Reports and Microsoft SSRS. Create recipient-specific reports using data-driven (Dynamic) filters and parameters. Export PDF, Excel and CSV files where supported, apply Excel formatting or templates, and assemble multiple reports into one email, ZIP archive, bookmarked PDF or multi-tab workbook. Run reporting jobs on recurring schedules, custom calendars, supported business events or after dataset refresh completion. Distribute finished files through email, Teams, SharePoint, cloud storage, FTP, SFTP, network folders and other destinations. Installed in your Windows environment, PBRS provides PDF protection, blank-report handling, configurable retries, notifications and execution history for unattended reporting operations.

Reporting Features

Customizable Dashboard Not Supported
Data Source Connectors Not Supported
Drag & Drop Not Supported
Drill Down Not Supported
Email Reports Supported
Financial Reports Not Supported
Forecasting Not Supported
Marketing Reports Not Supported
OLAP Not Supported
Report Export Supported
Sales Reports Not Supported
Scheduled / Automated Reports Supported

Integrations

Dropbox Not Supported
Google Docs Not Supported
Google Drive Not Supported
Google Sheets Not Supported
Microsoft 365 Supported
Microsoft Excel Supported
Microsoft Outlook Supported
Microsoft Power BI Not Supported
Microsoft SharePoint Not Supported
Power BI Embedded Not Supported
SQL Server Reporting Services (SSRS) Not Supported
Slack Not Supported

Integrations

Dropbox Supported
Google Docs Supported
Google Drive Supported
Google Sheets Supported
Microsoft 365 Not Supported
Microsoft Excel Not Supported
Microsoft Outlook Not Supported
Microsoft Power BI Supported
Microsoft SharePoint Supported
Power BI Embedded Supported
SQL Server Reporting Services (SSRS) Supported
Slack Supported
Claim EmailMerge365 and update features and information
Claim EmailMerge365 and update features and information