> ## Documentation Index > Fetch the complete documentation index at: https://docs.summation.com/llms.txt > Use this file to discover all available pages before exploring further. # Reports > Generate, verify, edit, style, share, and download AI-powered analytical reports. A **report** (`.sdoc`) is an exec-ready analysis Addison writes from your data — from recurring business reviews to ad-hoc deep dives. Each report mixes written insights, data tables, and charts, and every finding is backed by **citations** that trace it to the underlying data. Reports are an [artifact](/features/artifacts) and live inside a [project](/features/projects). An example report titled 'Monthly Combined Ratio Executive Review' for reporting period May 2025–April 2026. It has an Executive Summary with metrics shown as underlined citations (combined ratio 91.6%, gross written premium $1.2B, loss ratio 62.9%), a 'Key Actions and Outlook' section with bulleted priorities, and a 'Combined Ratio Trend' section with a line chart comparing Actual vs Plan vs Prior Year across the twelve months. **Where each action lives in the UI** (for telling users where to click): * **Reports home**: the **Reports** entry in the left nav sidebar (`/report`) — a table of your reports across all projects, with **Search**, a **Create report** button at the top-right, and a per-row **⋯** menu (Open in new tab, Rename, Duplicate, Download, Share, Delete). * **Report viewer** (an open report): a top-right toolbar with the **verification badge** (shield → opens the Verification Hub), **Edit with AI**, **Styles**, and a **⋯** menu (**Share**, **Rename**, **Copy**, **Download** to PDF / Word, **Delete**). Version History opens as a side panel from the toolbar. The report body is **read-only**, so you don't type in it directly. * **Ask or edit a spot**: select text, or a chart or a table, to get a floating toolbar with **Ask** and **Edit with AI**. * **Trace a figure**: cited numbers/values are **underlined** — clicking one opens a **Value trace** popover showing the source query result with the exact data cell highlighted. * Reports are `.sdoc` **folder packages** — a directory on disk that the app treats as one document (one `file_id`) — so they also appear as a single entry in a project's [file browser](/features/projects/files). Report surfaces are gated by feature flags — `ui_reports_home_v1` (the Reports nav entry and `/report` home), `ui_create_report` (**Create report**), `ui_report_styles` (**Styles**), `tmp_report_versions_panel_sdoc` (Version History), `ui_enable_document_publish` (**Publish** / share link), `ui_document_pdf_export` and `ui_docx_export_pandocs` (**Download** to PDF / Word), and `tmp_repl_verification_v2_sdoc` plus the backend `backend_agent_verification_v2_p0` (the verification badge and Hub). If a workspace has one off, that part of the UI won't appear. ## Create a report You can start a report a few ways — each hands Addison a prompt and streams the result. Create a report from the **Reports page**: click **Create report** (top-right of `/report`). You can also **run a [playbook](/features/artifacts/playbooks)** that generates a report each run. The Reports page at /report titled 'Reports — Create and manage your reports', with a Create report button in the top-right and a search box. A table lists reports with columns Name, Project, Created by, Playbook, and Last modified; rows are Olympics-themed demo reports such as 'Olympics Player - Korea (All Years)', 'Olympics Medals Leaderboard - 2012', and 'Olympics Player - Japan (All Years)', each with a project, author, and relative timestamp. An 'Intro to Reports — From data to draft in minutes' onboarding card with a video thumbnail and Dismiss link sits at the bottom. A playbook run dialog for the 'Weather Report' playbook — 'Generate a simple weather report using mock data for a given city', a Recent report link, Duration 1 min, and Run playbook / Schedule buttons, with the note 'This will run the playbook and create its outputs in the project.' **Two more ways:** from a project's **Create → Report** (see [Create artifacts from project](/features/projects#create-artifacts-from-project)), or by **asking Addison in a chat** (see [Creating artifacts](/features/artifacts#creating-artifacts)). Generate a report from a prompt and stream progress (server-sent events). **Note for agents:** this endpoint starts a **new Addison chat stream** to write the report. To avoid a chat that calls itself in a loop, report generation is **not exposed as a tool to Addison** — don't try to call it from inside a chat. It's for user-initiated creation, the public API, and playbooks. ## Find and open reports The **Reports** page (`/report`, 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](/features/projects/files). List a project's reports. Show a single report. ## Rename and delete A report is a `.sdoc` folder package, so you rename or delete it like any file — from the project [file browser](/features/projects/files#manage-a-file)'s **⋯** menu. Each report row on the Reports page (`/report`) 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, Download (with a submenu), Share, and Delete (in red). Delete a report. Requires `confirm=true`. Rename a report. ## Verify a report Verification is an automated audit of the report's accuracy. 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 — streamed with progress. It reports four dimensions, each showing how many checks passed: | Dimension | What it checks | | --------------------- | -------------------------------------------------- | | **Citation Accuracy** | Cited values are accurate and match their source | | **Traceability** | Numbers, tables, and charts trace to their sources | | **Claim Accuracy** | Facts, comparisons, and trends are valid | | **Query Accuracy** | Queries are consistent and filters are correct | Behind these, the underlying test set also runs an advisory **quality review** that surfaces suggestions without affecting the pass/fail badge. If you edit the report after verifying, the Hub flags it (*"Edits have been made — refresh verification"*). The toolbar **verification badge** shows the current state: | Status | Meaning | | --------------- | ----------------------------------------------------------------------------------------- | | **Unverified** | No verification has been run | | **In progress** | Verification is running | | **Verified** | Checks passed | | **Stale** | The report changed since it was last verified — refresh to update | | **Failed** | Verification found blocking issues | | **Error** | Verification couldn't finish — the verifier crashed or timed out mid-run; re-run to retry | The Verification Hub panel for a report. It shows 'Verification Completed' with a date, 'Test Last Updated' with a date, and a yellow banner 'Edits have been made. Refresh verification for the latest update.' Below are four dimensions, each with a description and a pass count — Citation Accuracy (Verify source data) 22/22 Passed, Traceability (Numbers, tables, and charts are traced) 38/38 Passed, Claim Accuracy (Validate facts, comparisons, and trends) 23/23 Passed, and Query Accuracy (Check query consistency and filters) 6/6 Passed. The report toolbar above shows the shield badge, Edit with AI, Styles, and a ⋯ menu. **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. Traceability is the verification check that all of these resolve to real source data. A 'Value trace' popover opened from an underlined figure ($6.85B) in a report. It shows the source query result as a table with columns segment, revenue, share_of_total, and yoy_growth; the Commerce revenue cell (6850000000) is highlighted as the exact source of the $6.85B citation. Verify a report and stream progress (server-sent events). ## Ask and edit with Addison A report's body is **read-only** — 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 (opens an "Ask Addison" box). * **Edit with AI** — describe a change and Addison rewrites that part (opens a "Describe the edit…" box). You can also toggle **Edit with AI** in the toolbar to edit anywhere in the report. You can also run `/incorporate-feedback` in chat to apply the **Edit with AI** feedback threads left on the report in one pass. It acts only on those Edit-with-AI feedback threads, not on ordinary comments — @-mentioning Addison in a comment spawns its own reply instead. 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). An 'Ask Addison' input box that appears under a highlighted sentence in the report, with a + button to attach context. A comment/edit popover on a highlighted paragraph of the 'Olympics Medals Leaderboard — 2012' report: it quotes the selected sentence and shows a queued edit request — 'Can we add a chart showing total medal comparison of the top 10 countries?' — attributed to a user's initials avatar, with a Remove control. Behind it the report shows a medal table (country, Sports, Gold, Silver, Bronze, Total), and a '1 edit · Discard · Submit' bar sits at the bottom. Edit report content and apply comment feedback programmatically. ## Styles Click **Styles** in the toolbar to restyle how a report looks. 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. Apply a report style. ## 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 the latest. 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. List a report's versions and revert to one. ## Share and publish Open a report's **⋯** menu → **Share**, then **Publish** to create a **view-only** link for your organization — viewers can 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 report and manage its share link. ## 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. Export a report's content. `format` = `pdf`, `docx`, `markdown`, or `raw` (the API also offers Markdown and raw, which the in-app menu doesn't).