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. Then, on the General tab, select Image as the output format.
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).
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.
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.
If you haven’t registered for PowerBI Robots yet, you can do it here.