> ## 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, and share AI-powered analytical reports.

Reports are exec-ready analyses — from recurring business reviews to ad-hoc deep dives. Each report includes metrics, charts, and written insights, all verified by Addison and shareable with your team.

## Creating a report

There are four ways to create a report:

1. **From the Reports page** — click the create report button on the Reports page
2. **From a project** — click Create in a project and select Report
3. **By executing a Playbook** — run a reusable workflow that generates a structured report
4. **Through a chat thread** — ask Addison to generate a report on a topic

<Warning>
  Screenshot needed: Creating a report via the Create button
</Warning>

<Note>
  Report generation can take a while for complex analyses. You'll see progress indicators as the report is built.
</Note>

## What's in a report

Reports contain a mix of written analysis, data tables, and charts. Each finding is backed by **citations** — references to the underlying data that support it. This means every claim in the report is traceable back to your data.

<Warning>
  Screenshot needed: A report showing markdown, SQL table, and chart blocks
</Warning>

## Adding comments

You can add comments to any part of a report:

* **Text** — highlight a section of text to open the comment box
* **Tables and charts** — hover over the element and click the **Add comment** button

<Warning>
  Screenshot needed: Adding a comment on highlighted text and on a table
</Warning>

## Follow-up questions

After reviewing a report, you can ask follow-up questions to dig deeper:

* **Tag Addison with @** in a comment to ask questions about a specific section
* **Ask in the chat thread** — reference specific sections or findings you want to explore further

## Editing

To make changes to a report:

* **Request edits in chat** — ask Addison to make changes to the report directly
* **Add comments** to flag issues or request changes, then use `/incorporate-feedback` in chat to have Addison review and apply all open comments

<Warning>
  Screenshot needed: Commenting on a report and using /incorporate-feedback
</Warning>

## Verification

Verification is an automated audit that checks the accuracy of a report across three dimensions:

| Dimension     | What it checks                                                      |
| ------------- | ------------------------------------------------------------------- |
| **Citations** | Are the data sources and supporting queries accurate?               |
| **Queries**   | Are the SQL queries valid and returning correct results?            |
| **Claims**    | Are the text claims in the report supported by the underlying data? |

### Running verification

1. Open a report
2. Click the **Verify** button
3. Wait for verification to complete — progress is shown in a banner

<Warning>
  Screenshot needed: Verification results summary showing citations, queries, and claims
</Warning>

### Verification results

Each dimension gets a quality rating after verification:

| Rating         | Meaning                                   |
| -------------- | ----------------------------------------- |
| **Good**       | All checks passed                         |
| **Needs work** | Some checks failed — review flagged items |
| **Poor**       | Significant issues found                  |

The summary shows verified items out of total for each dimension, along with any issues and their severity (high or medium).

### Verification status

| Status           | Meaning                                        |
| ---------------- | ---------------------------------------------- |
| **Unverified**   | No verification has been run                   |
| **Verified**     | All checks passed                              |
| **Needs review** | Some checks failed                             |
| **Stale**        | Report content changed since last verification |
| **In progress**  | Verification is currently running              |

<Warning>
  If you edit the report or add follow-up insights after verifying, the status becomes **stale**. Re-run verification to get an updated assessment.
</Warning>

## Sharing reports

### Publishing

Click **Share** then **Publish** to create a view-only link you can share with your organization. Viewers can sign in or create an account to access the report.

<Warning>
  Screenshot needed: Share dialog showing Publish button and URL
</Warning>

### Exporting

Click **Download PDF** to export the report as a PDF file.

<Warning>
  Screenshot needed: Download PDF button
</Warning>