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.
What’s in a Playbook
| Component | Description |
|---|
| Report template | The structure and sections of the output Report |
| Data sources | The tables and connections the Playbook uses |
| Parameters | Configurable inputs like date ranges, filters, and dimensions |
Running a Playbook
- Open a Playbook from within a Project or from the Playbooks page
- Configure parameters (date ranges, filters, comparison dimensions)
- 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.
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
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.