4.4 out of 5 stars
(12 Ratings)
PBRS (Power BI Report Scheduler) by ChristianSteven Software automates report scheduling, export, personalization and delivery across Power BI Service, Power BI Report Server, Power BI Paginated Reports and Microsoft SSRS.
Designed for BI teams, IT departments and organizations with recurring reporting obligations, PBRS replaces repetitive exports and separately maintained delivery workflows with a centrally managed Windows application.
Schedule reports hourly, daily, weekly or monthly, use custom business calendars, or trigger workflows from supported database, file, email and system events. Refresh Power BI datasets and wait for completion before generating and distributing reports.
Use data-driven (Dynamic) scheduling and report bursting to produce different outputs for each customer, department, location or recipient. Database or JSON data can determine reports, filters, parameters, recipients, formats, filenames and delivery messages.
Export reports and visual data to supported formats, including PDF, Excel and CSV. Create formatted or template-based Excel outputs, combine applicable outputs into multi-tab workbooks, and assemble multiple reports into one email, ZIP file or bookmarked PDF. Protect PDF outputs with passwords and encryption.
Deliver reports to internal and external recipients through email, Microsoft Teams, SharePoint, OneDrive, Google Drive, Dropbox, FTP, SFTP, network folders, Slack and printers. Recipients can receive exported files without needing Power BI access.
Manage reporting operations with execution history, notifications, configured retries and blank-report handling. PBRS brings report generation, packaging and distribution into one workflow for organizations whose needs extend beyond straightforward subscriptions or individual Power Automate flows.
Developers can use the PBRS REST API to manage supported schedules, trigger workflows and monitor execution, integrating report automation into business applications and customer portals.
PBRS is installed in your Windows environment. It is suited to businesses that need controlled, repeatable report delivery across multiple recipients, formats and destinations.
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4.5 out of 5 stars
(248 Ratings)
When sensitive documents decide the pace of a deal, CapLinked gives teams a secure virtual data room built to keep diligence moving. The platform helps organizations share confidential files, manage buyer and investor review, support M&A, raise capital, handle asset sales, complete audits, and coordinate licensing workflows without relying on scattered email threads or basic file storage. Teams can organize documents in guided workspaces, invite internal and external users, set permission based access, apply watermarking and digital rights management, search with OCR, manage Q&A, track activity, and monitor critical file activity. CapLinked also offers Team and Enterprise plans, integrations with Salesforce, Dropbox, Box, OneDrive, and Google Drive, API options, concierge support, and training resources. For companies that need a faster, safer, and more professional way to run confidential transactions, CapLinked delivers on its promise as The Deal Room That Works. Visit caplinked.com.
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CollectCue
CollectCue is a lightweight client document request and missing-item tracking tool for small bookkeeping and tax teams. It helps firms create recurring document requests, share simple upload links with clients, track what is still missing, send friendly reminders, and review submitted files before month-end close, tax preparation, cleanup work, or onboarding.
Clients do not need to create an account or learn a complicated portal. They receive a secure request-specific link where they can see the required documents, upload files, or mark an item as not applicable for the period.
Bookkeeping teams can monitor pending requests, missing items, uploaded files, exemption requests, reminder status, and review decisions from one workspace. Staff can view or download files, accept submissions, or request a reupload when something needs to be corrected.
CollectCue is designed for small firms that want a clearer document collection workflow without adding a heavy client portal.
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