Introduction 

A $50 billion global provider of audit and advisory services needed a dynamic report scheduler to automate report delivery with user-selected filters, ensuring timely distribution via email or shared drive.

• Automates report delivery with preset filters and recipients

• Works across all reports without requiring report-specific logic

• Enables instant or scheduled report generation

• Manual Processes: Time-consuming manual report generation and distribution

• Limited Functionality: Power BI's JavaScript library couldn't save parameters, and there were no APIs for automating tasks

• Lack of Tools: Manual RDL parsing was necessary due to a lack of extraction tools

• Automated Report Delivery: Implemented a scheduler that automates report delivery with preset filters and recipients, eliminating the need for manual generation

• Flexible Compatibility: Built a solution compatible with all reports, avoiding the need for special changes

• Instant and Scheduled Reports: Enabled users to generate reports instantly or on a set schedule through the app

  
  

Technological Framework:

Why this setup?

Power BI with custom JavaScript automation and API scheduling enables report delivery to be triggered by preset filters and schedules — eliminating manual generation for all 175+ reports without requiring report-specific code changes.

Why this setup?

Direct integration between the scheduling API, Power BI, and distribution channels (email and shared drive) ensures that all 175+ reports are delivered to the right recipients at the right time, automatically.

Takeaway

Zapcom delivered a dynamic report scheduler for a $50B global audit provider automating delivery of 175+ reports with preset filters, eliminating manual RDL parsing, and enabling instant or scheduled report generation.