Standard Month-End Reports in Word

[Chris2038]

First time poster here,

For month-end reports, I keep having to paste visuals (snippet tool) into a word document, and then provide commentary underneath or around the visual.  These visuals I paste are almost entirely Power BI dashboards.  They are always in the same spot each month. The only thing that changes is the content. 

Does anyone have any suggestions on how to automate this? I understand there is a Pageinated view but unsure of how that works.

What I'd like to know is if there is a way to create a template of some sort that can be created and/or a report creation tool. 

[Nathaniel_C]

Hi @Chris2038 
Check out this video, it might take you to the path that you want to follow.
https://www.youtube.com/watch?v=lqlYl3pVL1g 

Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos 👍are nice too.
Nathaniel

[Chris2038]

Thanks Nathaniel. Perhaps it is worth it for me to learn the pageinated view since the power BI content directly flows to a word template, which I can have saved.

Before I go on to learn this, does the report allow for date changes? For example, if i link a treemap visual over to word for monthly sales and I need to change the date filters, what are the steps to take in word and/or Power BI?

[AllisonKennedy]

@Chris2038 Paginated reports is a steep learning curve and requires Premium licensing. It also won't let you put it in a Word doc easily.

There's an Export to PowerPoint function that you may find helpful. I would recommend creating a report with one visual per page. Then Export to PowerPoint and you can then copy those visuals to your word doc, or just use the PowerPoint as your report instead of Word.