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PDF export is the way to send analysis findings to people outside Summand — execs, customers, regulators, anyone who needs the artifact but not the live dashboard.

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What’s in the PDF

  • Dataset header — name, source, last analysis timestamp.
  • Executive summary — auto-generated from the semantic layer; one paragraph on what the model found.
  • Overview — row count, column types, missingness, key distributions.
  • Top features — feature importance with shape function plots for the top 8.
  • Surprises — top 10 surprising rows with feature contributions.
  • Custom sections — anything you’ve pinned to the report from Summand or the analysis tabs.
The PDF is paginated, has a clickable table of contents, and embeds vector charts (not bitmap screenshots) — it prints cleanly.

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How to export

1

Open the dataset

Navigate to the dataset whose analysis you want to export.
2

Click Export → PDF

The export menu is in the dataset header. PDF generation runs server-side and typically completes in 5-15 seconds.
3

Pick what to include

By default, the export includes Overview, Features, and Insights. You can toggle individual sections on or off, or add custom sections built from saved chart configurations.
4

Download

The PDF downloads to your machine. It’s also saved to the dataset’s Reports tab so you (or grantees) can re-download it later without re-generating.

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Branding

Org-level custom branding (logo, cover page, footer colors) on PDFs is a roadmap item for Enterprise. Reach out via support@summand.com if it’s a hard requirement for your contract — we can prioritize.

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Report templates

If you find yourself making the same export shape repeatedly — same sections, same custom charts — save it as a report template. From the export dialog, click Save as template and name it. Future exports can pick the template from the dropdown. Templates are per-dataset by default. Enterprise customers can mark a template as org-wide so it appears on every dataset in the workspace.

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Sharing the PDF

A PDF is a static file — once you download it, Summand has no further control over who sees it. Treat exports the way you’d treat any internal document. For ongoing access where revocation matters, share the dataset directly instead of mailing PDFs around. For datasets that change often, regenerate the PDF on each refresh. Auto-export on refresh is roadmap; for now it’s a manual click.