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Set up a scheduled report for a canvas

Email a canvas every day, week or month, to anyone who needs it.

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

Scheduled reports · 1 min read

  1. 1Open the canvas, choose the Export button in the toolbar, then “Scheduled reports…”.
  2. 2Choose “New schedule”.
  3. 3Check the Name (it starts as the canvas name) and pick a Cadence: Every day, Every week (choose the day) or Every month (choose a day from 1 to 28).
  4. 4Set the time in “At” (24-hour, such as 08:00) and the Timezone. It starts with your browser’s timezone.
  5. 5Under Recipients, enter one address per line, or separate them with commas. Your own address is filled in, and workspace members appear underneath so you can add them with one click.
  6. 6Choose what the Email holds, decide whether to include the AI-written summary, and choose “Schedule report”.
Email optionWhat recipients get
Summary and tables in the email, PDF attachedThe summary and a short table for each chart in the email, and the canvas as a PDF.
PDF attached, summary in the emailThe summary in the email, and the canvas as a PDF.
Summary and tables in the email onlyThe summary and a short table for each chart, with no attachment.

Guides from Learn on the why and when behind this.

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