Power BI Paginated Report Subscriptions

How do I subscribe to a paginated report in Power BI?

Setup a Subscription

1. Navigate to the Power BI web application. 
2. Sign in using your BGSU username and password.  
3. Select Workspaces from the left navigation menu and select the workspace where the report exists. 
   • Since some reports exist in folders within the workspace, you may need to select a folder to view the report. 
4. Select the paginated report to open it. 
5. Complete the parameters; scroll horizontally to see additional parameters if needed. 
6. Select View Report to run. 
7. Select Subscribe to report from the top menu.  A side panel will open. If there are no subscriptions, select the green Create a subscription button.
8. Configure the following settings (if applicable): 
   1. Subscription name:  Give the subscription a meaningful name (default value is the name of the report). 
   2. Recipients:  Enter valid BGSU email addresses for recipients that will receive the report. 
      1. Attach full report: Choose the output format attachment that will be sent via email (.pdf, .xlsx, etc). 
         For best output to import into excel, use the .csv option and when opening the file after download, choose don't convert to keep leading zeros.
   3. Report Parameters: Use Current (rendered report) values is the only option. 
   4. Schedule date and time: Enter in a start and end date for when you want the report to generate. 
   5. Repeat: Choose how often you wish to receive the report, Hourly/Daily/Weekly/Monthly.  Different day and time options will display depending on the choice 
   6. Time Zone: Set to UTC-5:00 Eastern Time (US and Canada). 
   7. More options: An email subject can be provided as well as a short message.  Also available are a report preview page, a link to the report and permission to view the report in Power BI. 
9. Select Save. 

Manage or Cancel a Subscription 

1. From the Power BI home page, look for the gear icon on the right side that says settings.  
2. Select Notifications (second option). 
3. Preferences will open up and the first category listed is Power BI subscriptions:
   • Hover over each of your subscriptions and select the pencil icon to edit the subscription (and select the pencil icon once more when the specific subscription is opened).  Options such as delivery time, date or type of output are available.  Once those are updated, make sure to save.  In order to change the report parameters a new subscription needs to be created instead.
   • Select the trash can icon to delete the subscription. 

For additional assistance, please contact Information Technology Services at 419-372-0999 or through chat.