Downloadable bundles: PDF brief + CSV data + notes — ready for clients or offline analysis.
Research Pack is your one-click solution for packaging macro analysis into deliverable bundles. Instead of manually exporting data, generating briefs, and writing cover notes, Research Pack combines everything into a single ZIP file: publication-ready PDF brief, clean CSV datasets, and optional commentary notes.
This is perfect for client deliverables, team handoffs, regulatory filings, or offline analysis. Research Pack ensures your work is portable, professional, and reproducible — no DataSetIQ login required for the recipient.
Think of it as "export for grown-ups": not just data, but data + context + narrative, packaged for immediate use by anyone, anywhere.
PDF Research Brief (generated by Advanced Research Brief)
A publication-grade brief with context, historical ranges, anomalies, cross-series relationships, and suggested scenarios. Includes charts, IQ Scores, and metadata.
CSV Data Export (clean, timestamped, fully documented)
Structured CSV with columns: Date, Value, Units, Provider, Series ID, Frequency. Ready for Excel, Python, R, or any analytics tool.
Metadata Sheet (provider details, IQ Score, last update, coverage)
A separate metadata CSV with dataset provenance, quality scores, update history, and lineage — perfect for data governance and audit trails.
Optional Commentary Notes (your annotations and interpretations)
Add your own notes, key takeaways, or interpretation directly into the pack. Appears as a "Commentary.txt" file alongside the data and brief.
Single ZIP file with consistent naming
All files bundled into ResearchPack_SeriesName_YYYY-MM-DD.zip for easy organization, archiving, and client delivery.
Client Deliverable: Generate Research Pack for CPI analysis, add commentary explaining your view, and email the ZIP to your client. They open it and see: PDF brief, raw data, metadata, and your notes — all in one package.
Team Handoff: Junior analyst finishes preliminary analysis, creates Research Pack, and shares it with senior PM. Senior PM reviews the brief, validates the data, and approves for publication — all offline.
Regulatory Filing: Compliance requires documented data sources and audit trails. Export Research Pack with metadata and IQ Scores as proof of data quality and lineage for regulatory submission.
Offline Analysis: Download Research Pack for key datasets (GDP, inflation, unemployment) before traveling to a client site with no internet. Analyze data, generate scenarios, and present findings entirely offline.
Archival and Reproducibility: Save Research Packs for every major analysis. Years later, open the ZIP and reproduce the exact analysis with the same data, metadata, and context — no need to re-query DataSetIQ.
A consulting firm is presenting macro recommendations to a Fortune 500 CFO. The CFO wants to review the analysis offline before the meeting.
The lead analyst generates Research Packs for 5 key datasets: US GDP, CPI, unemployment, Fed Funds Rate, and 10Y Treasury yield. Each pack includes a PDF brief explaining the dataset, CSV data for validation, and commentary notes highlighting key takeaways.
The analyst emails the 5 ZIP files to the CFO with subject line "Macro Analysis for Q1 2025 Strategy Review — Research Packs Attached." The CFO opens the PDFs on their iPad over the weekend, reviews the data in Excel, and comes to Monday's meeting fully prepared.
Result: The CFO is impressed by the professionalism and completeness. The consulting firm wins a 3-year retainer. Total prep time: 20 minutes.
Available on Pro and Team plans. Free users can see sample packs but cannot generate or download full Research Packs.
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