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Report Scheduling

Premium Feature — early access

Schedule your Power BI reports. Send them to anyone.

Email Power BI reports automatically — to customers, partners and colleagues, licensed or not, inside your organization or outside it. Row-level security controls exactly what each recipient sees.

30-day free trial of the Embedsy Portal.

Why native Power BI subscriptions fall short

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Native subscriptions need a Pro license

Every recipient of a native Power BI subscription generally needs a Power BI Pro (or PPU) license. That doesn't work at scale — or for anyone outside your tenant.

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External users are hard to reach

Power BI's built-in email subscriptions are built around licensed users of your own tenant. Reaching people truly outside it by email generally needs a Premium capacity — Fabric F64 or above — or one of a few workarounds.

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Manual exports don't scale

Someone emailing PDFs every Monday is a single point of failure — and a wrong number reaches every inbox until someone notices.

The Embedsy way

The Embedsy Portal runs in your own environment, so the people you serve through it never needed individual Power BI licenses in the first place. Report Scheduling extends that to the inbox.

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Send to anyone

Licensed or not, inside your organization or outside it — if they have an inbox, they can receive a report on a schedule from your Embedsy Portal.

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Row-level security, applied correctly

Recipients with a Portal account get their own data automatically, resolved from their identity. For recipients with no account at all, you set the row-level security role explicitly per schedule — full control, no accidental data leaks.

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Set it, monitor it

Choose the report, recipients and cadence. Every schedule shows a health status, so you always know at a glance if something needs attention.

How it works

1

Pick the report and cadence

Choose a report, an optional saved bookmark, and how often it should go out — weekly or monthly.

2

Add recipients, even without a Portal account

Portal users get their own data automatically. For anyone else, set the row-level role once and they're covered too.

3

It runs itself

Each schedule shows a health status, so you always know at a glance if something needs attention.

Regular reports export as PDF, PowerPoint or PNG; paginated reports as PDF or Excel. A test send and a per-schedule health status are built in. See the full setup walkthrough →

Included in the Premium Features bundle

Report Scheduling ships as part of Embedsy's Premium Features bundle, together with Public Embed and Embedsy Studio, currently available in early access. See current bundle pricing on the pricing page.

Ready to put report delivery on autopilot?

See a report of yours go out on a schedule — to a colleague, a client, or an inbox with no Power BI license at all.