> ## 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

> Reusable analytical workflows that generate structured Reports.

Playbooks are reusable analytical workflows that generate structured [Reports](/features/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

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](/concepts/projects), so the generated Report lives in that Project. The output is a standard [Report](/features/reports) 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.

<Warning>
  Screenshot needed: Running a Playbook with parameter configuration
</Warning>

## 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](/features/addison) the same questions each time, define a Playbook once and re-run it with fresh data.