How to Automate Power BI Reports

Quick summary

Power BI report automation lets you schedule and automatically deliver reports to stakeholders via email using the built-in subscription feature in Power BI Service. By configuring a subscription with custom recipients, frequency, and timing, teams can ensure decision-makers always receive up-to-date data without manual effort.

Steps

1. Open the report or dashboard in Power BI Service.
2. In the top menu bar, click on the Subscribe menu.
3. Click Create a subscription to initiate a new workflow that defines how and when your report will be delivered.
4. Name your subscription to identify it easily.
5. Set up who should receive the email, how often, and at what time.
6. Review the subscription details to ensure everything is configured correctly and click Save.
7. Your Power BI report will now be automatically delivered according to your schedule.