4.4 out of 5 stars
(12 Ratings)
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.
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4.5 out of 5 stars
(122 Ratings)
Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis.
Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system.
From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals.
AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations.
Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders.
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Smartsheet
4.6 out of 5 stars
(40 Ratings)
Smartsheet is an award-winning work management and collaboration platform built to help teams have less talk and more action. With Smartsheet, organizations have access to a powerful platform that enables them to open more doors for new ideas, customers, and revenue. Featuring a spreadsheet- like interface, Smartsheet offers tools such as file sharing, Gantt charts, work automation, portals, dashboards, and so much more.
Learn more about Smartsheet