Creating a Custom Report

The Insights page is the best place to start your analysis and review of your data. But sometimes you'll want to get more advanced with your analysis by creating your own reporting questions.

For that, you'll want to generate a Custom Report - read on to learn how!

To get started with reports, navigate to the "Reports" tab on the left hand side of your study dashboard.

Next, click on "+ New Report," name the report, and select the study (or studies if you want the option to cross-examine different studies in the same project).

Next, you'll be brought to your report page. There are two tabs at the top - you can create questions on a "question-by-question" basis or a "transcript-wide" basis.
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By default, you'll start with question-by-question analysis. On the left hand side, you'll have your questions from your guide. For example, the first question from the guide is selected here on the left in purple.
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Then, on the right you can create various report questions - AI will make some suggestions for you, but you're free to write whatever questions you have.

You may have multiple report questions for each guide question:
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For each question, you can decide what type of categorization you want for the analysis.
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The most popular choice is to let the AI determine the relevant themes by selecting "Themes" as the category type.

Alternatively, you may want to create pre-defined categories (e.g., positive, negative, neutral)

Finally, you can also use the categories to pull out specific examples - e.g., names of hotels, brand names of clothing lines, names of countries, etc.

Finally, you'll want to decide whether you want the AI to select only one category for each participant, or to allow multiple categories for each participant.

For example, if you're trying to categorize each participant to only one of positive, negative, or neutral, you would want to select single select.

If you want to know all the types of dietary restrictions people have (e.g., vegan, allergies, gluten-free) and tag people to multiple categories, then you would select multi-select.
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Switching gears and moving on to the next tab on the reports page - with transcript-wide analysis, you create a question that the AI analyzes across the entire interview guide, rather than as linked to a specific interview guide question.

For example, you might be interested in the general themes that people discuss around flavor preferences, regardless of which question they discussed it during:

You can Read more about the difference between "question-by-question" and "transcript-wide" analysis here (LINK).

AI is working hard behind the scenes to run your analysis so it may take a few minutes to generate! Go grab a coffee and let Outset do the work ☕