Generate and email PDF reports


01    Schedule campaign

Scheduled your reports or generate them on-demand.

02    Generate PDFs

Generate multi-page PDF / PPTX reports with slicers and filters applied to your visuals.

03    Email reports

Send your PDF / PPTX reports as email attachments to selected users.

04    Advanced features

Excel export of table and matrix visuals, API integration, custom page sizes and more.




Simple


Reports can be configured and run by business users. 100% cloud-based. No IT expertise needed.

Secure


PDF and data encryption.
OAuth 2.0 user authentication.

Scalable


AWS hosted. Multi-node execution.
On-demand scaling.

Pay as you go

Standard

  • Reports: 300 PDF / PPTX, additional reports at 12 cents each
  • PDF / PPTX access: email
  • Concurrent (parallel) task runs:   5
  • Phone / email support: 2 hours per year
  • Excel export of table and matrix visuals
  • Auto-refresh slicer and filter values
  • BI Helper APIs: Customize email body, run job on demand, edit job

$40/month

One-time setup fee: $99

Premium

  • Reports: 400 PDF / PPTX + Excel, additional reports at 20 cents each
  • PDF / PPTX access: SFTP server + email
  • Concurrent (parallel) task runs:   25
  • Phone / email support: 8 hours per year
  • Excel export of table and matrix visuals
  • Auto-refresh slicer and filter values
  • BI Helper APIs: Customize email body, run job on demand, edit job

$80/month

One-time setup fee: $199

Enterprise

  • Premium +
  • Deployment
    • Private whitelisted portal managed by BI Helper
    • SAML/OIDC integration
    • Multiple user accounts
  • Information security
    • Data sovereignty
    • Advanced data encryption
    • Advanced email encryption
  • Audit and compliance
    • Application and infrastructure audit reports
    • User defined data retention for PDF / PPTX



1.   Each PDF / PPTX can be mailed to multiple recipients at no extra charge.
2.   Excel emailed with PDF / PPTX reports. Pricing covers ALL table and matrix visuals in a report.
3.   Additional support: $150 per hour.

FAQs

  1. BI Helper automates the generation and distribution of PDF / PPTX reports from Power BI, Tableau and Qlik.

  2. BI Helper is a 100% cloud-based solution hosted on Amazon Web Services, US East region.

  3. Log in to https://app.bihelper.tech and set up your report generation and distribution campaign. BI Helper takes care of the rest.

  4. BI Helper offers API integration with your application to auto-refresh filter and slicer values and recipient email IDs.

  5. Generate your reports (PDF / PPTX), review and then email them as separate and independent steps. Or set up report generation and email as a single step automation.

  6. BI Helper logs all process errors and provides detailed alerts and reporting on file generation and failure, and emails sent.

  7. Power BI reports are accessed from BI Helper using Microsoft login. BI Helper has no access to these credentials, and users can revoke permissions granted to BI Helper at any time.

  8. BI Helper uses advanced information security practices and protocols to keep your data and reports secure and private at all times.

About Us

BI Helper is a product from Vega Business Solutions. Our team has built and managed technology products and solutions for mortgage banking and services, field services and marketing intelligence.

In the process, we have developed deep expertise in a range of programming languages, frameworks, databases and other tools.

At Vega, we use our experience to design and implement thoughtful solutions for critical and hard-to-solve business problems.