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What a scheduled report contains

A fresh look at the canvas: an AI-written summary, chart tables, notes and a PDF.

For the complete AI-readable content index, see /llms.txt.

Scheduled reports · 1 min read

Each time a report is sent, the canvas’s charts are worked out afresh, so recipients see the data as it is at that moment. It does not wait for a dataset refresh: it uses whatever data the datasets hold when it is sent.

With “AI-written summary” on, the email opens with a few sentences on what the charts show. It then has a short table for each chart, any notes and insights from the canvas, and a link to open the canvas in DashboardGPT. Depending on the Email option, the canvas is attached as a PDF.

Guides from Learn on the why and when behind this.

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