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

Account setup

USD 99

One-time fee payable at account activation

PDF reports

10¢ per PDF 1

Minimum fee of USD 30 per month

PDF reports
Table and matrix visuals as MS Excel files

20¢ per report 2


Minimum fee of USD 50 per month

API Integration

USD 250

For automated refresh of slicer values and email IDs via your system’s API

Custom

API design, development and deployment




Project based pricing

To write an API on your reporting system to enable API integration with BI Helper

Client storage

To automate the movement and storage of the generated PDF reports into client’s storage location in the cloud (e.g., AWS S3, Google Drive, OneDrive, SharePoint)

Data sovereignty

One-time fee for PDF report processing and storage in your preferred AWS geographic region



1.   Each PDF can be mailed to multiple recipients at no additional charge.
2.   Emailed with PDF reports. Pricing covers ALL table and matrix visuals in a report.

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.