{"id":26086,"date":"2020-12-22T12:31:38","date_gmt":"2020-12-22T12:31:38","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=26086"},"modified":"2021-12-15T16:16:39","modified_gmt":"2021-12-15T10:46:39","slug":"send-power-bi-report-and-dashboard-details-by-email","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/12\/send-power-bi-report-and-dashboard-details-by-email\/","title":{"rendered":"Send Power BI Report and Dashboard Details by Email"},"content":{"rendered":"<h1>Introduction<\/h1>\n<p style=\"text-align: justify;\">We can send the Power BI report or Dashboard details through email using the \u201cSubscribe\u201d button in the Power BI service. Power BI takes a screenshot of Dashboard\/Report and an email screenshot is sent to the user\u2019s inbox. Also, in the email body, it will have a \u201cGo to Report\u201d button, so by clicking this button user can open an embedded Power BI report (this is optional to show the report. If you don\u2019t want the \u201cGo to Report\u201d button in the email body then you need to uncheck the property while scheduling \u201cSubscribe\u201d.)<\/p>\n<p style=\"text-align: justify;\">Before moving forward I want to let you know that configuring this feature requires a Pro or Premium license.<\/p>\n<p style=\"text-align: justify;\">Please follow the below steps to configure Subscribe to email:<\/p>\n<p style=\"text-align: justify;\"><strong>Step 1:\u00a0<\/strong>To configure \u2018Subscribe to email\u2019, we need to click on the \u201cSubscribe\u201d button, please refer to the below screenshot:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-26088 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-1.png\" alt=\"Send Power BI Report and Dashboard details by Email \" width=\"947\" height=\"418\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-1.png 947w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-1-300x132.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-1-768x339.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-1-660x291.png 660w\" sizes=\"(max-width: 947px) 100vw, 947px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong>Step 2:<\/strong> On click of the \u2018Subscribe\u2019 button a new form will open, click on the \u201c+ Add New Subscription&#8221; and the configuration setting will open, as you can see in the below screenshots:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-26089 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-2.png\" alt=\" New Subscription button\" width=\"658\" height=\"440\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-2.png 658w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-2-300x201.png 300w\" sizes=\"(max-width: 658px) 100vw, 658px\" \/><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-3.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26090 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-3.png\" alt=\"subscribe to emails\" width=\"419\" height=\"639\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-3.png 419w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-3-197x300.png 197w\" sizes=\"(max-width: 419px) 100vw, 419px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><strong>Step 3<\/strong>: For the next step, we need to configure details like Subscription name, email subject, an optional message, Frequency (i.e. Send email on Hourly\/Daily\/ Weekly\/Monthly\/ after data refresh basis), schedule Time (i.e. Time to send email) and other details.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-4.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26091 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-4.png\" alt=\"configure details\" width=\"997\" height=\"589\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-4.png 997w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-4-300x177.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-4-768x454.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-4-660x390.png 660w\" sizes=\"(max-width: 997px) 100vw, 997px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><strong>Step 4:\u00a0<\/strong>Click on the \u2018Save and Close\u2019 button and it will start working for you.<\/p>\n<p><strong>Note:\u00a0<\/strong><\/p>\n<ul>\n<li>This feature is suitable if you have charts in Reports or have a limited number of records that fit in a table. If you have a large number of records in a table and to view all records you need to use the scrollbar\/Pagination then \u201cSubscribe\u201d will not work properly. Since it takes a screenshot of the current visual, it leaves remaining records. FYI, in the email, it will have a \u201cGo to Report\u201d button, so the user can open an embedded report and view all details here.<\/li>\n<\/ul>\n<p><strong>a)<\/strong> <strong>If the Report having multiple pages and you want to send all pages then need to create a new subscription for each page. And for each page user will receive a separate email.\u00a0 \u00a0<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-26092 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-5.png\" alt=\"create new subscription\" width=\"970\" height=\"646\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-5.png 970w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-5-300x200.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-5-768x511.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-5-660x440.png 660w\" sizes=\"(max-width: 970px) 100vw, 970px\" \/><\/p>\n<p><strong>\u00a0\u00a0<\/strong><strong>Send Power BI Dashboard details through Email:<\/strong><\/p>\n<p>Using the \u201cPin a Dashboard\u201d button we can add report all pages to the Dashboard. And using the \u201cSubscribe\u201d button we can configure \u2018Send to email\u2019 for Dashboard.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-6.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26093 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-6.png\" alt=\"Pin a Dashboard\" width=\"919\" height=\"459\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-6.png 919w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-6-300x150.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-6-768x384.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-6-660x330.png 660w\" sizes=\"(max-width: 919px) 100vw, 919px\" \/><\/a><\/p>\n<p>Here, the user will receive a single email that will have a screenshot of Dashboard (i.e. Show all pages in a single screenshot that are added on Dashboard).<\/p>\n<p><strong>Below is the screenshot received Email:<\/strong><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-7.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26094 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-7.png\" alt=\"received email\" width=\"909\" height=\"640\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-7.png 909w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-7-300x211.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-7-768x541.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-7-660x465.png 660w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-7-200x140.png 200w\" sizes=\"(max-width: 909px) 100vw, 909px\" \/><\/a><\/p>\n<p><strong>b) On-Off, delete or Manually run Subscription:<\/strong><\/p>\n<ul>\n<li><strong>On-Off Subscription:\u00a0<\/strong>Using the Yellow on\/off toggle button we can enable or Disable subscription. If you don\u2019t want to trigger Subscription then need to set \u2018off\u2019 here.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-8.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-26095\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-8.png\" alt=\"On-Off Subscription\" width=\"416\" height=\"221\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-8.png 416w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-8-300x159.png 300w\" sizes=\"(max-width: 416px) 100vw, 416px\" \/><\/a><\/p>\n<ul>\n<li><strong>Delete Subscription:\u00a0<\/strong> By clicking the delete button icon, we can delete the subscription.<\/li>\n<\/ul>\n<p><strong> <a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-9.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-26096\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-9.png\" alt=\"delete subscription\" width=\"422\" height=\"219\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-9.png 422w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-9-300x156.png 300w\" sizes=\"(max-width: 422px) 100vw, 422px\" \/><\/a><\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<ul>\n<li><strong>Run Now:\u00a0<\/strong>We can test Subscription by clicking the \u201cRun Now\u201d button, it will send an email right away.<\/li>\n<\/ul>\n<p><strong>\u00a0<\/strong><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-10.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-26097\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-10.png\" alt=\"Run Now\" width=\"415\" height=\"216\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-10.png 415w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-10-300x156.png 300w\" sizes=\"(max-width: 415px) 100vw, 415px\" \/><\/a><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<ul>\n<li><strong>Remove \u2018Go to Report\u2019 button:<\/strong> If you don\u2019t want the \u2018Go to Report\u2019 button in the email then un-check the \u201cLink to report in Power BI\u201d property. By default this property is checked\/enabled, as shown in the below screenshot:<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-11.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-26098\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-11.png\" alt=\"\uf0a7 Remove \u2018Go to Report\u2019 button\" width=\"410\" height=\"632\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-11.png 410w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Send-Power-BI-Report-and-Dashboard-details-by-Email-11-195x300.png 195w\" sizes=\"(max-width: 410px) 100vw, 410px\" \/><\/a><\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p>Using the \u201cSubscribe\u201d button, we can send the Power BI report\/ Dashboard details to users through email. Also, we can set recurring for \u201cSubscribe to email\u201d, so it saves user efforts.<\/p>\n<h2 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\">Cut short 90% of your manual work and repetitive data entry!<\/div><\/div><\/h2>\n<p style=\"text-align: left;\"><em>Get 1 Click apps and say goodbye to all repetitive data entry in CRM &#8211;<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3oH7dYw\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Clone<\/a> <\/strong>\u2013 Clone\/Copy Dynamics 365 CRM records in 1 Click<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3EPjAYc\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Export<\/a><\/strong> \u2013 Export Dynamics 365 CRM Report\/CRM Views\/Word\/Excel template in 1 Click<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3EN8h2v\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Undo<\/a><\/strong> \u2013 Undo &amp; Restore Dynamics 365 CRM data in 1 Click<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction We can send the Power BI report or Dashboard details through email using the \u201cSubscribe\u201d button in the Power BI service. Power BI takes a screenshot of Dashboard\/Report and an email screenshot is sent to the user\u2019s inbox. Also, in the email body, it will have a \u201cGo to Report\u201d button, so by clicking\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2020\/12\/send-power-bi-report-and-dashboard-details-by-email\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,45,1],"tags":[1339,1345,1346],"class_list":["post-26086","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","category-power-bi","category-uncategorized","tag-power-bi","tag-power-bi-report-dynamics-365","tag-power-bi-report-dynamics-365-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/26086","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=26086"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/26086\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=26086"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=26086"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=26086"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}