Power BI Service enables you to create email subscriptions for reports and dashboards. By utilizing this feature, you can receive updated snapshots of reports or dashboards via email.
You have the flexibility to configure the subscription email frequency, whether it’s daily, weekly, or triggered by data refresh.
- To create a subscription, users should have a Power BI Pro license.
- You can set up to 24 different subscriptions per report or dashboard per day.
So, let’s start with an example:
Step-1: Log in to your Power BI Service account, and open the report and dashboard you wish to subscribe to. In this example, I will set up a subscription for a report.
Step-2: Click the ‘Subscribe to Report’ icon.
Step-3: After that, ‘Create a Subscriptions’ button, and follow the steps below:
- Subscription name: Please enter the subscription name.
- Recipients: Enter the email addresses of the users to whom you want to send the subscription via email. You can enter multiple email addresses.
Step-4: Scheduled date and time-
Start and End date: Choose Scheduled Time & Zone with subscription start & end date.
Repeat: Select the frequency at which you wish to receive the email: daily, weekly, hourly, monthly, or upon data refresh.
- After data refresh(Once daily): If you choose this option then you will get mail once a day after data refresh.
- Daily: Receive the subscription daily on given time.
- Hourly: If you choose Hourly, select the Scheduled Time you want the subscription to start, and it will run every hour after that.
- Weekly: To receive the subscription email only on certain days, select Weekly and choose which days you’d like to receive it.
- Monthly: If you select Monthly, enter the day’s of the month you wish to receive the subscription mail.
Schedule time: Choose the time at which you want to schedule your subscription.
Time zone: Select the time zone for subscription.
Step-5: Provide email subject and description.
Compose an email subject and message for the report. This is optional, and if your report has multiple pages, you can choose the specific report page for the email snapshot accordingly.
And last three check box option are optional: Select whether to include a link back to the content in Power BI and whether to give users access to the content you’re subscribing them to.
If you choose to include a link, ensure that all users have access to the report.
Step-6: Now, click ‘Save’. To test the subscription, open the subscription, click the email icon, and then click ‘Send now’.
This manual Send Now action doesn’t count against your limit of 24 scheduled subscription runs per day per report or dashboard.
Step-7: Check your inbox to view the subscription email.
Follow the same steps for dashboard subscription, and you can also choose a different report page for subscription.
Email subscription attachment
Microsoft release this “full report attachment as” feature in feb-2021 updates.
- Add a thumbnail preview of the report page to the body of the email.
- Add the full report as an attachment instead of only a single report page and select either PDF or PowerPoint. The size of the attachment is limited to no more than 20 pages and less than 25 MB. The attachment respects all privacy labels for the report.
Note: The report attachment requires you to have a premium upgraded workspace with a PRO or PPU user license. Otherwise it will not be visible to you.
How to Manage the Subscription?
Step-1: Go to the report datasets, then click to ellipse icon.
Step-2: After that click to settings > Select Subscriptions > Click to Edit Icon.
After that it will open the Subscription window and you can change accordingly, also you can delete the subscription to click delete icon.
Recommended Post: Set Data Alerts in the Power BI Service
Hope you enjoyed the post. Your valuable feedback, question, or comments about this post are always welcome or you can leave us message on our contact form , we will revert to you asap.