The Reports tab in Aha! Discovery helps you track research work and share insights. Use it to organize saved views, review recent study, interview, and researcher activity to surface needed details.
Click any of the following links to skip ahead:
Overview
The reports overview page is the central location for managing all of your saved views. Use folders, search, filters, and favorites to locate and organize reports, build new list reports, and
Navigate to Reports -> Overview to access it.
Filter the overview
The left-side panel provides quick filters to narrow the reports you want to access:
Recents: A complete list of recently accessed reports, ordered by the date you last opened each one
Favorites: Reports you bookmarked by clicking the star ⭐️ icon
Shared with me: Reports that other users in your account created and shared with you
All: Every report in your account that you can access
Folders
Folders help you organize saved views. To create and edit folders, you must have owner, contributor, or account administrator permissions.
Contributors can only edit or delete folders that they have created. Admins and owners can edit or delete any folder.
To create a new folder, click the + icon next to the Folders section on the left side of the screen. To rename an existing folder, right-click the folder name and select Edit.
Add or remove saved views from folders in the following ways:
Drag and drop: Drag the thumbnail image onto the destination folder or onto the folder name in the file path.
Move to: Right-click a saved view and select Move to. A modal will appear where you can select a destination folder.
Save as: When saving a new view, select a destination folder from the Save in dropdown.
Edit: When editing an existing view or presentation, update the Save in field to select the relevant folder.
Folders are not tied to a specific workspace and do not have permissions. They inherit visibility from the views within them. Contributors, reviewers, and viewers will only see a folder if they have access to at least one saved view or presentation within that folder.
Activity
The Activity page is a single place where you can visualize data across planned, current, and completed research in your Aha! Discovery account. Visit this page to quickly understand research activity, monitor product discovery events, and see relevant information about internal and external participants.
The panels on the Activity page combine interactive and static views that showcase the team's recent discovery activities. All users can view this page and see details about research progress and participation.
Navigate to Reports -> Activity to view the page.
The page includes these reports:
Studies: A bar chart of study-related research activities from the past 30 days. It provides a clear view of recent activity in your account. Hover over the bars to see the total number of research activities in each month. Top
Interviews: A bar chart of interviews with progress over the past 30 days. Hover over the colored bars to see the total number of interviews in each month.
-
Activity: A tabbed list view of study, interview, and researcher activity over the past 30 days.
Click Studies to see a list report of studies with Name, Type, and Status. You will also see the Date of the study's most recently completed activity. To open the drawer view, click the study's name. Researchers with applicable user permissions can modify key details here or click Details to navigate to the study overview page.
-
Click Interviews to see a list report of study records and corresponding interviews, as well as each interview's Name, Type, Status, and Date.
Click a study or interview to open its drawer view.
-
Click Researchers to see a list report of each researcher's Name, their assigned study (and its Type and Status), and the Date of this researcher's last study activity.
Click each researcher's name to view their time-stamped activities. For example, you can review edits a colleague made to an uploaded interview transcript, skim insights from their recent discovery findings, or check on a date change they made to a scheduled interview.
Click the study's record to open its drawer view.
Top researchers: Shows a high-level view of the most active Aha! Discovery users alongside a tally of interviews each researcher has scheduled and completed.
List
Navigate to Reports -> List to open the most recent list report you have viewed. Click Create new report to create a new list report. Check out the knowledge base article on list reports for detailed information on building and filtering list tables.