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Create report subscriptions with Copilot summaries in the Power BI service (preview)

APPLIES TO: Power BI Desktop Power BI service

To get insights, include a Copilot-generated summary for your Power BI report page or full report attachment in your email subscription. All email subscription recipients receive the Copilot summary in the email. Only Standard Subscriptions support this feature.

The Copilot summary appears in the email even when Power BI delivers reports to OneDrive or SharePoint.

Animation showing how to subscribe to a copilot summary.

Requirements

How to set up Copilot in email subscriptions

  1. Select Subscribe to report, and then select Create a subscription.

    Screenshot showing how to subscribe to a report.

  2. Select Standard Subscription. You can modify the Subscription name and Recipients who should receive the Copilot summary in email.

    Screenshot showing creating a standard subscription.

  3. To receive a Copilot summary of the full report instead of a single page, select Attach full report.

    Screenshot showing FRA subscription.

    You can also deliver the full report to a OneDrive or SharePoint location. Recipients still receive the Copilot summary via email, along with the link to the OneDrive or SharePoint location.

    Screenshot showing OneDrive SharePoint subscription.

  4. Schedule the delivery of your report by choosing the frequency (Daily, Weekly, Monthly), Start, and End dates. Learn more about creating subscriptions.

  5. In the Summary by Copilot (preview) section, select Preview summary.

    Screenshot showing opt-in for summary for the subscription.

  6. When you select Preview summary, Copilot generates a summary.

    Screenshot showing the preview for summary for the subscription.

    Note

    The preview displays a point in time summary of the report data. The summary changes based on the subscription schedule and data.

  7. For existing subscriptions, you can opt in to receive Copilot summaries by turning on the toggle.

    Note

    For new subscriptions that are Copilot eligible, the Copilot summary is enabled by default. To opt out of including Copilot summaries in subscription emails, turn off the toggle.

    Screenshot showing the opt-out for the summary in the subscription.

  8. You can include an email subject, message, an image of a report page, a link to the report in Power BI, and permission to view the report in Power BI.

    If you include a message in the email, it appears above the Copilot summary.

  9. Save the subscription.

  10. After you save the subscription, you can test it by selecting Send now.

    Note

    Send now sends the report to all email recipients.

    Screenshot showing the send now option.

Limitations and considerations

  • Copilot doesn't generate email subscription summaries for dynamic per recipient subscriptions, paginated reports, scorecards, and dashboards.
  • Copilot runs the summary on behalf of the subscription owner, much like email subscriptions.
  • Copilot doesn't support user-defined prompts.
  • Your email might not contain a Copilot summary if Copilot takes too long to respond. This behavior usually happens with large reports.
  • If you apply filters and select Include my changes when saving your subscription, Copilot generates the summary by using those filters.
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