Build an insights report to bring your customer research together in one place. When you pull key learnings, quotes, and context from every interview and research file in a study, you create a clear narrative that highlights the most relevant insights. This makes it easier to share findings with stakeholders, align on next steps, and connect research directly to your product strategy.
Click any of the following links to skip ahead:
Overview
Distill key takeaways from your customer research in a clean, easy-to-build report. Create an insights report for any study, then share it with stakeholders and use it to inform your product strategy. Pull highlighted learnings and quotes from any interview or imported research file linked to the study into its insights report. Add highlights that you capture manually or through the AI assistant.
After you have created an insights report, you can share it with your team via secure webpage or export as an image or PDF to store it outside your account.
Build an insights report
Open a study and click Insights.
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Configure your report:
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Summary: Summarize your research findings.
Note: You can add an optional attachment below the summary field. Files must be smaller than 300MB.
Clips: Click + to open a list of of Clips you captured from an interview.
Learnings: Click + to open a list of Learnings you highlighted manually or through the AI assistant in the linked interviews and files. Select the learnings you want to add and click Add learnings.
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Quotes: Click + to open a list of Quotes you highlighted manually or through the AI assistant in the linked interviews and files. Select the quotes you want to add and click Add quotes.
You can remove participant names from quotes if you do not want them to display. Navigate to the the interview's Participants tab and click Hide participant names to remove them. When you do, names are replaced with participant numbers.
Details: Add extra context or details that are relevant to your study.
Links: Click + to add links to Aha! initiatives, features, epics, or ideas. This links your research directly to your strategic roadmap.
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Your changes to an insights report will save automatically, so you can update it over time.
You can link any summary, learning, or quote in your insights report directly to an Aha! goal, initiative, feature, epic, or idea. Hover your mouse over the insight, then click the Aha! icon to add a Record link.
Export an insights report
Export an insights report as an image or PDF to store outside your account.
Click the Export icon in the upper right.
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Use the toggle to Show participant names or Hide participant names according to your privacy preferences.
Hidden participant names are replaced with participant numbers.
Select PNG image or PDF file to save the static report to your computer.