Embed Power BI reports in email

How to embed Power BI reports in emails

Posted by

Sending Power BI reports by email is one of the most used PowerBI Robots features and one that’s been available since its launch, back in March this year. Users have been able to send Power BI reports as an image or PDF attached to their email, but the most recent update to PowerBI Robots introduces a much-requested feature: the ability to embed Power BI reports in emails.

The whole process is as simple as it gets.

How to embed your Power BI reports in emails

Firstly, log into the web agent, and either create a new playlist or edit an existing one.How to embed Power BI reports in emails

Then, on the General tab, select Image as the output format.How to embed Power BI reports in emails

Scroll down to the Email Message, and edit it however you wish. With the cursor placed where you wish to embed a Power BI report, click the down arrow next to the pound (#) sign and either select All Report Images (to insert a token that embeds your entire playlist images in a row) or One Report Image (to embed just one image from your playlist).Screenshot (59)

If you select the last option, the token #REPORT_IMAGE_X# is inserted in your email body. Replace the X with the corresponding report number on your playlist (starting from 1) to embed it in your email.Screenshot (58)

Click Update, open the PowerBI Robots desktop agent to synchronize your playlists after these changes, and you’re done. Your playlist recipients will now see the reports embedded in their emails. Undoubtedly, this is the perfect method to share Power BI reports by email when you’re dealing with small amounts of data.

Screenshot (60)

If you have any questions or suggestions regarding PowerBI Robots, please check out the product’s 101 guide. Alternatively, leave a comment on this post or send us an email to powerbi@devscope.net.

If you haven’t registered for PowerBI Robots yet, you can do it here.Send Emails, PDFs or broadcast from Power BI with PowerBI Robots

Leave a Reply