11. Scheduling reports
Subscribe yourself and your team to important reports to stay updated with the latest data and insights.
Inforiver provides a high-performance, self-service scheduler that allows you to easily create new subscriptions, manage your existing subscriptions, and manage the subscriptions of your team/organization members as a workspace administrator.
Inforiver Scheduler allows you to schedule your reports for delivery to multiple destinations, such as your email, OneDrive, SharePoint, etc. Subscriptions can be generated even for large datasets of up to 75K cells.
The key capabilities of Inforiver's subscription scheduler are as follows:
Create a one-time or recurring schedule with flexible frequency options—e.g., specific days of the week, month, etc.
Export highly formatted, paginated, high-resolution PDFs, PPTs, and Excel files
Broadcast to specific users, teams, or the entire organization.
Select specific tabs or pages in a paginated report or send the entire report
Use a single schedule for multiple destinations, such as email or shared drive folders.
Merge multiple report tabs into a single PDF/Excel file and schedule the consolidated extract
Apply row-level and column-level security to show different views to different users.
Customize content by recipient and destination using filters and bookmarks—e.g., EMEA records for the EMEA manager.
Bulk upload users and schedule for users outside the organization.
Embed executive scorecards in the body of your email.
Schedule reports containing 100+ charts and tables from Inforiver Analytics+ and Matrix.
This feature requires you to log in to your Inforiver Writeback Matrix visual using your Microsoft 365 credentials.
The Inforiver scheduler offers several advantages over the native Power BI scheduler. You can find below the comparison between them:
In the following sections, we will look at how to set up and manage subscriptions.
Create a new subscription: You can create new subscriptions using an intuitive user interface. To learn more, refer to create a new subscription.
Manage your subscriptions: You can manage all your subscriptions from an easy-to-access dashboard. To learn more, refer to manage your subscriptions.
Administration - Inforiver workspace admins can view and manage subscriptions created by all the users in the workspace. To learn more, refer to the administration.
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