> ## Documentation Index
> Fetch the complete documentation index at: https://docs.summand.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Export a PDF report

> Generate a shareable PDF of an analysis for stakeholders without Summand access.

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.

## 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.

## How to export

<Steps>
  <Step title="Open the dataset">
    Navigate to the dataset whose analysis you want to export.
  </Step>

  <Step title="Click Export → PDF">
    The export menu is in the dataset header. PDF generation runs server-side and typically completes in 5-15 seconds.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Branding

| Tier            | Branding                                                    |
| --------------- | ----------------------------------------------------------- |
| Free            | Summand watermark on every page; capped at 2 exports / week |
| Pro / Education | No watermark; unlimited exports                             |
| Enterprise      | No watermark; unlimited exports                             |

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

## 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.

| Tier            | Saved templates per dataset |
| --------------- | --------------------------- |
| Free            | —                           |
| Pro / Education | 10                          |
| Enterprise      | Unlimited                   |

Templates are per-dataset by default. Enterprise customers can mark a template as **org-wide** so it appears on every dataset in the workspace.

## 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](/guides/share-a-dataset) 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.