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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.

Playbooks are reusable analytical workflows that generate structured Reports. Define a Playbook once — with a Report template, data sources, and configurable parameters — then re-run it whenever you need a fresh Report.

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What’s in a Playbook

ComponentDescription
Report templateThe structure and sections of the output Report
Data sourcesThe tables and connections the Playbook uses
ParametersConfigurable inputs like date ranges, filters, and dimensions

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Running a Playbook

  1. Open a Playbook from within a Project or from the Playbooks page
  2. Configure parameters (date ranges, filters, comparison dimensions)
  3. Run the Playbook
Playbooks belong to a Project, so the generated Report lives in that Project. The output is a standard Report that you can verify, edit, and share. Recently run Playbooks also appear on the Reports page.

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History

The History tab on the Playbooks page shows all previous runs — including who ran them, when, and how long they took. Click any run to open the resulting Report.
Screenshot needed: Running a Playbook with parameter configuration

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When to use Playbooks

Playbooks are ideal for recurring analyses where the structure stays the same but the data changes:
  • Monthly business reviews
  • Quarterly performance summaries
  • Weekly KPI Reports
  • Standardized customer analyses
Instead of asking Addison the same questions each time, define a Playbook once and re-run it with fresh data.