Features

What the portal does for your reports.

Your reports still run in Power BI. The portal puts your brand on them, controls who sees each one, and emails them on a schedule.

Your brand

A portal that looks like your company.

Your logo, colors and company name, at your own address like yourcompany.hostedbi.app, so your team never sees our name.

  • Your sign-in page shows your logo and colors
  • Emails go out under your company name, with your own footer and invitation text
  • Colors are checked for readable contrast before they're saved

Folders and sharing

Share the right reports with the right people.

Organize reports in folders, put people in groups, and share a folder or a single report with a person or a group. Access to a folder includes everything inside it.

  • New reports wait in an Unfiled area that only admins and report managers see
  • Three roles: Viewer, Report Manager and Admin
  • Invite people by email; they set their own password

Row-level security, on Growth and up

Each person sees only their data.

Keep the security roles you defined in Power BI Desktop. In the portal, match each role to people or groups. Rules that look up the viewer's email work too.

  • If a report has roles and a person has none, they see nothing
  • The same filtering applies to the reports they get by email
  • On plans without row-level security, uploading a report that has roles fails with an upgrade message, so nobody sees it unfiltered

Email subscriptions

Reports arrive by email, on schedule.

Daily or weekly, at the time you pick in your time zone. Each email has a PDF attached and a preview image of the first page.

  • Filtered for each person when you use row-level security
  • On Growth and up, send to people who don't have a portal login
  • An unsubscribe link in every email, and a delivery log for admins

Data source setup

Connect your data in plain language.

After you upload a report, we list its data sources and ask for each sign-in once. We test a refresh right away and tell you what went wrong in plain words if it fails.

  • Setup guides for common sources, like SQL Server, PostgreSQL, MySQL and web APIs
  • Scheduled refreshes, 2 to 8 times a day per report depending on your plan
  • Microsoft's Power BI service stores passwords and keys encrypted. We don't store them

Version history

Upload new versions without breaking links.

Your report builders keep working in Power BI Desktop. When they upload a new version, the portal link, folder, sharing and subscriptions stay the same.

  • Every version you upload is kept
  • We can restore an earlier version on request

Usage analytics

See which reports people actually use.

Views, people and emails sent for each report, over the last 7, 30 or 90 days.

  • On Growth and up: views by day, views per person, and who hasn't opened anything
  • On Premium: download it all as a spreadsheet

Mobile

Works on phones and tablets.

The portal fits small screens, and people can add it to their home screen like an app, without going through an app store.

  • Your logo as the home screen icon
  • The same sign-in and the same access as on a computer

Activity log

Know who did what, and when.

Your admins see a log of sign-ins, invitations, sharing changes, uploads and settings changes in your portal.

  • Any support access by our staff shows up there too, with the reason
  • Download the log as a spreadsheet

Compare plans to see what each one includes, or readhow we protect your data.

Try it with your own reports.

14-day free trial. Cancel anytime.

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