Schedule
campaign

Scheduled or on-demand report generation and email campaigns

Generate
PDFs

Generates multi-page PDF (or PPTX) reports with user defined slicers applied to all pages.

Email
reports

Entire report attached to an html email and sent to defined mailing list, with contact email IDs mapped to slicer values.

Cloud-based



Hosted on AWS. Best In-class infrastructure. Highly and rapidly scalable.

No dependency on
in-house IT


Business users run the reports themselves. No infrastructure or expertise required at the user's end.

Campaign Monitoring



Detailed campaign logs sent to users, including error-reporting (on reports that fail to generate or emails that are not sent).

User-defined validations



Business rules for emailing campaigns. For example, do not send emails to users where Sales Value = 0

Great support



Monitoring of updates in reporting tools. Prompt user notification and issue resolution.

Extendable platform



Centrally manage your report distribution requirements including Tableau, SharePoint or in-house reports.

*   Each PDF report can be emailed to multiple recipients at no additional cost.
*   For advanced usage (API integrations, programmatic access.) and
high volume report generation (>5000 pdfs), please contact us for pricing.

To run a demo:

Yes, BI Helper is hosted on Amazon Web Service (AWS) servers in the US. You only need to set up your existing BI reports on BI Helper, and our platform will configure them for automated PDF generation and email distribution.

Based on the report size (# pages), BI Helper will dynamically provision the required server infrastructure on AWS and execute your report in multiple parallel threads to meet your SLAs for delivery times.

At any given time, you can run 50 concurrent jobs (unique reports) on BI Helper. For each report, there is no limit on the number of PDFs you can generate or on the number of email recipients to whom they can be sent.

Yes, BI Helper provides API Integration and it can pull the report filters and email contacts from your systems by using the APIs given by you.

Yes, the generation of PDFs and their distribution by email are separate and independent processes. Email configuration can be edited after the PDFs have been generated. If you want to generate and store PDFs but not distribute them, BI Helper allows you to disable the email process.

BI Helper provides comprehensive error alerts and reporting. During and after the execution, you can see how many files got generated, how many failed and WHY they failed and the bounced emails. You can also see the execution history of the last 5 job runs.

Yes, all your credentials are secure with BI Helper.
We have implemented security safeguards in BI Helper including but not limited to data encryption, virtual network, Multi-Factor Authentication, detailed alerting and logging. Please write to us to know more about our security and access controls.

No, your credentials are encrypted and are not human-readable.

BI Helper at no stage requires you to bypass the security policies of your organization. You can control BI Helper and its access just like you control access of any other employee. BI Helper integrates easily with Multi-Factor Authentication, VPN setup and operates within standard organizational security policies.

We recommend the following security and access setup for your reports:
  • 1. Create a new Power BI user account for your reports and limit its access to only the reports which you want to distribute using BI Helper.
  • 2. Do not allow the new Power BI user account to access any other IT resources of your organization.
  • 3. Enable Multi-Factor Authentication (MFA) for your account and let BI Helper login using MFA. At any stage if you disable MFA, BI Helper will lose access to your reports.

Yes, BI Helper integrates with Multi-Factor Authentication and no manual intervention is required while running the routine report generation and distribution process.

Added more security features and integration, self "From email" verification and changes in UI.

Use BI Helper to run automation on any platform.

Use BI Helper to pull data using customer application APIs.

Multiple servers are spawned to generate reports in parallel. Feature released to selected clients.
Report generation time improved by a factor of 4.

Any failure case is tried 3 times before being declared as failed. Error rate came down by 40%.

1. Campaign Monitoring and alerting added and the users can take action on it on their own.
2. Emails can be triggered independently of the PDFs now.
3. MFA Integration added.

User Interface to allow users to operate BI Helper on their own added.

Email Engine for distribution of emails added.

Core Engine to generate PDFs released