PBRS

What Is PBRS?

Power BI Report Scheduler (PBRS) is a report automation platform from ChristianSteven Software that manages the scheduling, generation, personalization, export, and delivery of Power BI reports. It works with Power BI Service, Power BI Report Server, Power BI Paginated Reports, and Microsoft SSRS. Users can run reports on recurring schedules, custom calendars, or business events, then export them to formats such as PDF, Excel, and CSV for automated distribution. PBRS also supports data-driven report personalization, allowing filters, recipients, filenames, formats, and delivery rules to vary for each recipient.

What Is PBRS Best For?

One standout feature of PBRS is data-driven Power BI report bursting, where one reporting workflow produces personalized reports for multiple recipients. A database or JSON dataset can determine each recipient’s report filters, parameters, format, filename, message, and delivery details. This is useful for finance, operations, and BI teams distributing recurring reports to customers, departments, locations, or business units without maintaining separate schedules for every recipient.

How Much Does PBRS Cost?

PBRS pricing starts at $249.59/month for the '100 Peak Outputs - 1 Instance' tier. This includes 10 concurrent Web App users, unlimited API access, and 1 year of technical support.

The following additional plans are available at custom pricing:

• 200 Peak Outputs - 1 Instance
• 1,000 Peak Outputs - 1 Instance

The platform also offers a 30-day free trial. In addition to the plans above, PBRS price plans also offer unlimited output plans with flexible instance options, available at custom pricing. These include:

• Unlimited Outputs - 1 Instance
• Unlimited Outputs - 2 Instances
• Unlimited Outputs - Unlimited Instances

Disclaimer: The pricing is subject to change.

PBRS Integrations

The platform offers integration with the following third-party applications:

• Amazon AWS
• Office 365
• Microsoft Teams Phone
• Slack software
• Dropbox
• ChatGPT

How Does PBRS Work?

Here’s how you can access PBRS and move from initial setup to automated report delivery:

• Log in to the PBRS web application with your configured credentials and access the scheduling interface
• Configure the required Power BI, SSRS, email, database, or other accounts that the reporting workflow will use
• Create a single, package, data-driven, or event-based schedule for the report or reporting workflow you want to automate
• Set up the schedule frequency, custom calendar, business event, or other trigger that determines when the workflow runs
• Configure report filters, parameters, recipients, output formats, filenames, and other delivery settings required for the scheduled output
• Select the required destination, such as email, Microsoft Teams, SharePoint, cloud storage, FTP/SFTP, or a network folder

Who Is PBRS For?

The platform caters to professionals across multiple industries, including:

• Financial services
• Banking
• Operations
• Sales
• Logistics

PBRS Use Cases

Based on our analysis of PBRS features, we have identified scenarios where the software can be a good fit for organizations managing recurring Power BI reporting:

Organizations Handling Multi-Department Reporting With Different Output Requirements

Organizations often have different teams consuming the same business data in different formats. Finance may work from Excel, executives may need PDF summaries, while operational teams may require CSV files for further analysis. PBRS fits this workflow by allowing a single reporting process to produce recipient-specific outputs. This is particularly relevant for organizations where maintaining separate reporting schedules for every department would create unnecessary administrative work.

Businesses With Distributed Reporting Across Branches Or Locations

Businesses with multiple branches, stores, offices, or operating regions often need to distribute location-specific reports without giving every recipient access to the full dataset. PBRS is suited to this setup when a central BI team manages reporting while individual locations receive only the reports relevant to them. The same reporting workflow can apply location-specific report filters and determine where each branch's output is delivered, making it practical for centralized reporting teams supporting distributed operations.

Finance Teams Dealing With Recurring Financial Reporting And Month-End Processes

Finance teams commonly work with fixed reporting cycles, including daily operational reports, weekly management reports, and month-end reporting packages. PBRS can fit these workflows where reports need to follow recurring schedules or a company's fiscal calendar rather than a simple calendar-month schedule. Its ability to work with custom calendars makes it relevant to organizations using accounting periods such as 4-4-5 calendars.

Distributors Handling Client And Account-Specific Reporting

Distributors managing multiple customer accounts may need to send each client a different view of the same underlying sales or operational data. PBRS can apply recipient-specific filters and generate each report in the required format before routing it to the appropriate delivery destination. It can also apply passwords, permissions, and other supported document security settings when reports contain sensitive account information.

Is PBRS Right For You?

If you manage high-volume Power BI reporting and need consistent control over how reports are generated and distributed, PBRS can be a suitable fit. It supports distributed processing across multiple servers and failover, helping organizations handle larger reporting workloads while maintaining availability.

PBRS also reports SOC 2 Type II compliance and supports user, group, and role-based access controls, Active Directory integration, audit trails, and protected report outputs. PDFs can also be configured with separate owner and user passwords, 128-bit encryption, permissions, watermarks, and expiry controls.

Still unsure if PBRS is the right fit for your organization? Contact our experts at (661) 384-7070 to discuss your requirements and make an informed decision.