Generate and email PDF reports


01    Schedule campaign

Scheduled or on-demand report generation and email campaigns

02    Generate PDFs

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

03    Email reports

PDF reports emailed as attachments to users, with contact mail IDs mapped to slicer values.

04    Advanced features

Excel export of matrix and table visuals, select report pages, define page size, API Integration




Simple


Reports set up and run by business users.
Requires no IT infrastructure or expertise.

Secure


PDF and data encryption.
OAuth 2.0 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 can be mailed to multiple recipients at no additional 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 is a generic automation tool and it works with Power BI, Tableau and Qlik.

  2. 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.

  3. 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. You can also call BI Helper's APIs from your application.

  4. You can generate PDFs, review them and send them later. PDF generation and Email are separate and independent processes.

  5. 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.

  6. BI Helper has no access to your your credentials. You signin using your Microsoft account and you can revoke permissions granted to BI Helper any time.

  7. As a secure practice, we recommend that you create a new Power BI account for your reports and limit its access to only the reports which you want to distribute using BI Helper.

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.