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Reports give you the written analysis without writing it. Addison does the work, states what it found, and backs every figure with a citation you can click through to the source data, so the document holds up when someone asks where a number came from. A report (.sdoc) is an exec-ready document: recurring business reviews, ad-hoc deep dives, board updates. Reports are an artifact and live inside a project.
An example report titled 'Monthly Merchandising Review' (Operations / Monthly Merchandising Review FY2026 Week 29), with a verified checkmark, Edit with AI, Styles, and Create workflow in the toolbar. The body has a 'Key takeaways' section with three bulleted findings and underlined citations (net sales +38.0%, gross margin -9.2pp, 32.7% vs 39% plan), and a 'Portfolio performance' section with a 'YoY net sales growth by category' bar chart.

An example report: written analysis with data citations, key actions, and charts

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Create a report

There are several ways to start a report. Each hands Addison a prompt and streams the result. Create one from the Reports page by clicking Create report (top-right). You can also run a playbook that generates a report on every run.
The Reports page at /report, titled 'Reports' with the subtitle 'Create and manage your reports' and a 'Create report' button at the top-right. A table lists two reports, 'Merchandising Review' and 'Monthly Merchandising Review FY...', both in the Operations project, with Created by, Playbook, and Last modified columns. An 'Intro to Reports: From data to draft in minutes' onboarding card with a video thumbnail and Dismiss link sits at the bottom.

Create report on the Reports page

Two more ways: from a project’s Create → Report (see Create artifacts from project), or by asking Addison in a chat (see Creating artifacts).

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Find and open reports

The Reports page (shown above) lists your reports across all projects, with columns for Name, Project, Created by, Playbook, and Last modified, plus search. Click one to open it. Reports also appear as .sdoc folder packages in their project’s file browser.

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Rename and delete

A report is a .sdoc folder package, so you rename or delete it like any file, from the project file browser’s ⋯ menu. Each report row on the Reports page also has a trailing ⋯ menu with Rename and Delete. Deleting can’t be undone.
A report row's ⋯ menu on the Reports list, open with: Open in new tab, Rename, Duplicate, Create workflow, Download (with a submenu), Share, and Delete (in red).

A report's ⋯ menu on the Reports list

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Verify a report

Click the verification badge (shield) in the toolbar to open the Verification Hub, then Verify to run it; the button reads Refresh Verification after the first run. See Verification for how the Hub works and what each status means. Behind these, the underlying test set also runs an advisory quality review that surfaces suggestions without affecting the pass/fail badge.
The report toolbar (shield badge, Edit with AI, Styles, Create workflow, ⋯) with the Verification Hub panel open alongside 'Monthly Merchandising Review'. It shows 'Verification Completed August 26, 2026, 11:18am CDT' and 'Test Last Updated May 21, 2026', then four dimensions all passed: Citation Accuracy 79/79, Traceability 115/115, Claim Accuracy 58/58, and Query Accuracy 15/15, with a Refresh Verification button at the bottom.

The Verification Hub, opened from the toolbar

Traceability in action. Every figure Addison cites is underlined. Click one to open a Value trace showing the exact query result and the data cell behind it.
A 'Value trace' popover opened from an underlined figure (32.7%) in a report. It shows Data and Source tabs and the source query result as a table with columns including yoy_sales_pct, ly_gm_pct, ty_gm_pct, and gm_change_pp; the row's ty_gm_pct cell (0.3266103765...) is highlighted as the exact source of the 32.7% citation, with 'Last updated 6 days ago' at the bottom.

Value trace: click a cited figure to see its source

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Ask and edit with Addison

A report’s body is read-only, so you don’t type into it. Instead, highlight any section (text, a chart, or a table) to get a floating toolbar with two actions:
  • Ask: ask Addison a question about the highlighted spot, in an “Ask Addison” box.
  • Edit with AI: describe a change and Addison rewrites that part, in a “Describe the edit…” box. Toggle Edit with AI in the toolbar to edit anywhere in the report.
A floating toolbar over a highlighted sentence in a report, offering two actions: 'Ask' (with a sparkle icon) and 'Edit with AI' (with a pencil icon).

Highlight a section to Ask or Edit with AI

A prompt box under a highlighted sentence in a report ('but gross margin has fallen -9.2pp'), with the placeholder 'Dig deeper to find the root cause', a + button, a Default/Medium model selector, and a send button.

Ask: question the highlighted spot

A queued edit on the 'COO Monthly Business Review - March 2026' report: the highlighted 'Channel Performance' heading with a comment thread reading 'let's visualize this with a bar chart', attributed to 'Unknown user' 11 hours ago. The toolbar shows '1 Edit with AI', and a '1 edit · Discard · Submit' bar sits at the bottom of the page.

Edit with AI: describe the change

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Styles

Click Styles in the toolbar to restyle a report. Pick a built-in style like Editorial or Pulse (including a dark theme), or a Custom style. The content stays the same; only the presentation changes.
A 'Select style' modal showing style options as preview cards: Custom style (blank with a plus), Editorial (a light, magazine-like layout), Pulse (a light layout with metric cards), and a dark-themed style.

Select a report style

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Version history

Every AI edit and manual change is saved as a version. Open Version History to see the full timeline and open an earlier version. Each version row has a ⋯ menu with Rename Version and Revert Version; reverting rolls the report back to that version and shows a “Reverted to Version N” toast. While you’re viewing an older version, a “Viewing version” banner appears with a View latest link back to the current one, and editing, sharing, and export are disabled until you return to it.
The 'Report Versions' panel listing the Current version and Version 16 down to Version 3, each with a timestamp. A sparkle icon marks AI-generated versions and an initial avatar marks manual saves.

Report Versions timeline

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Share and publish

Open a report’s ⋯ menu → Share, then Publish to create a view-only link for your organization. Viewers sign in or create an account to open it. Unpublish at any time.
The report Share dialog labeled 'Unpublished'. It explains it 'Creates a view-only presentation to share with your organization. Viewers can sign in or create an account.', shows a URL field (https://app.summation.com/shared?projectId=…), and a Publish button.

Publish a view-only link

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Download

Open a report’s ⋯ menu → Download and choose PDF or Word (.docx).
A report's ⋯ menu open with Share, Rename, Copy, Download (highlighted, expanding to a submenu showing PDF and Word (.docx)), and Delete; the toolbar above shows the verification badge, Edit with AI, Styles, and the ⋯ button.

Download → PDF or Word