Creating, sharing, and publishing reports
A report is a detailed description of all aspects of your research project, especially your findings and a detailed action plan.
Creating reports
ResearchStudio allows you to create reports in two ways:
- Create reports manually
- Generate reports with AI
1. Create reports manually
- Go to the desired projects on the left panel and click Reports under the Share Findings menu.
- Click New Report.
- Double-click Untitled Report located beside the file menu and enter an appropriate name for the report.
- Click the More link located in the top menu to view all the formatting, editing, and layout options. You can add headers, footers, set custom margins, design the page layouts, TOC, and more to create and format the report easily.
- Click the Add dropdown located in the top menu and select and insert charts, reports, or observations in your report.
- Click the Share icon located at the top-right corner to share reports with your team members. You can also publish the report and choose the publish settings by clicking the Publish icon located at the top-right corner.
2. Generate reports with AI
ResearchStudio analyzes your data using AI and automatically generates a detailed report with all important findings from the data, without any human intervention.
Note: You need to add your OpenAI API key from your own OpenAI account (ChatGPT 4 or higher) in ResearchStudio to enable this integration. Click here for the detailed steps to add your OpenAI key in ResearchStudio.
Note: In this mode, as the reports are automatically generated, there will not be any tags or notes added to the project.
To generate reports:
- Click Projects in the left pane and choose your desired project.
- Click Studies under Study Data in the top-right corner.
- Choose your desired CSV, audio, or video file.
- Click Start Analysis and choose your desired type of analysis, such as Thematic or Sentiment or Key Driver, and click Generate Report.
- Select the project in which you would like to save the generated report. You can also create a new project to use the tags by entering a name and description. Click Copy to Project.
- To view the generated report, click Open in the Data copied to project dialog. Alternatively, you can also go to the Projects tab and open the desired project to view the report.
Share and publish reports
ResearchStudio allows you to share the reports with pre-defined permissions and collaborate with colleagues in real-time. Collaborators can update an report's content, edit its content, add charts, images, and observations. You can also finalize and publish the reports to make them visible to all the members of the workgroup or to the internet.
Share reports
- Click the Share icon located at the top-right corner of the report.
- In the Share dialog that is displayed, type the email address of the user to whom you wish to share the report, choose the desired permission, and click Share.
Note: You can view the name, email address, and permission of every user who has access to this document in the Who can access tab in the Share dialog.
Publish reports
- Click the More option beside the report name and click Publish from the list of options.
- In the Publish Settings dialog that opens up, select whether you wish to publish the report: Within your organization or Publicly on the web.
- To publish an report within your organization, choose Within your organization and click Publish.
- To publish an report to be visible across the internet, choose Public on the web and click Publish.
Note: You can also choose to update the published report after it is published by choosing the Automatic Republishing option in the Publish Settings dialog.
Note: You can also publish the report after opening it by clicking the Publish button in the top-right corner.
Note: To download a report as PDF, click the More option beside the report name and click the Download as PDF option.