Build & share a report

A report is a generated writeup of a study's findings: an executive summary, a profile of who took part, and a section for each finding with its evidence, plus a cover. Evidence can be a quote, a chart, or a highlight reel. Share a report by link, or download it as a PDF or a Word file.

Steps

1. Open Results → Reports

   The list shows every report you've built for this study. Click Create report to start a new one. In a study with no reports yet, the button reads Create with AI.

2. Ask the AI chat for the report

   Either button opens the AI chat in a new tab with "Generate a report" already in the message box. Send it as is, or say what the report should cover ("a report on pricing feedback"). The chat writes the report and opens it beside the conversation. Click Add to project to save it to Results → Reports.

3. Review the report

   The report opens with its title and one paragraph naming what the study set out to learn. The sections follow in this order:

   • Executive summary: the main point of the study in one sentence, then 3 to 5 bullets, one for each key finding.
   • Who we spoke to: who took part, described in words.
   • Main findings: one section per finding. Each opens with the claim in bold, followed by its evidence: a quote, a chart, or a highlight reel. See Evidence in a report below.
   • Strategic recommendations: a table of actions, highest priority first, each tied to the finding behind it and saying why it matters for your decision. Scroll sideways to see every column, and use the ⋯ menu above any table to copy or download it.
   • Limitations and Conclusion.

   Tell the chat how you want it and the report follows: very short, one page, bullets, your own sections, another language or a particular audience.

   You can't edit a report inline. To change the wording of a report you built in the AI chat, open the ⋯ (more) menu and click Edit. That takes you back to the chat in a new tab, with the report open beside it, so you can ask for the change there. If that chat no longer exists, Strella opens a new chat for this study instead. For hand-edits, download the report as a Word file and edit it there.

4. Customize the cover image

   Open the ⋯ (more) menu and click Update cover. The dialog has two tabs:

   • Upload: use your own image.
   • Create with AI: describe the image you want, and Strella generates it.
5. Share or download

   From the report header:

   • Share: every report has one link. Under Access, choose who can open it:

     • Strella only: people in your organization, after they sign in. Anyone else sees a page-not-found.
     • Anyone with the link: no sign-in needed. The link isn't listed or searchable, but anyone it's forwarded to can open it.

     Changing this never changes the link, so a link you've already sent keeps working. Once a report has more than one version, Shared version picks what the link opens: Latest always shows the newest version, while picking a specific version keeps the link on it even after you refine the report again. New links start on Latest, and switching between Strella only and Anyone with the link never changes the version. If you don't want outside readers to see edits as you make them, pick a specific version before you share.

   • Download: in the ⋯ (more) menu, open Download and pick PDF or Word (.docx).

The report is ready to share. With Anyone with the link, stakeholders can view it in a browser without a Strella account.

Evidence in a report

Each finding carries the evidence behind it. Every kind of evidence links back to the interviews it came from.

Quotes and citations

• Strella shows a sentence's sources in one chip. The chip shows the first participant's name, plus +N for the other participants quoted for that sentence. Two quotes from one participant count once, so a chip can show +1 and still hold three quotes. Click it to page through each quote in full. Click a quote to jump to that moment in the source interview.
• A block quote ends with the participant's name. Click the name to open the quote, with a link to play that moment.
• Copy a quote with its name. Click the copy icon on a block quote. Strella copies the quote and the participant's name as they read on the page, ready to paste into a deck.

Charts

A chart shows how participants split across the categories of an AI coding, meaning the categories Strella groups an open question's answers into.

• The grey line under the title says what the chart counts. For example, "AI coding · 12 participants coded". It counts only participants with an answer to that question, so it can be smaller than the number of people in the study.
• Counts stay current. Strella recounts every time someone opens the report, so a chart grows as more interviews complete. Deleting the coding replaces the chart with a notice.
• The biggest category comes first. A coding with two to four categories, where each participant has one answer, draws as a donut. Other codings draw as a list of bars.
• Long charts group their small categories. A chart with eight or more categories shows the six biggest, then one Other bar for the rest, with a line underneath naming each one and its count. When a participant can give several answers, there is no Other bar, and the line lists each left-out category with its own count.
• Highlighted bars match the text. When a finding talks about particular categories, those bars stay in color and the rest turn grey, and a line under the chart says so. In a list of bars, the highlighted ones also move to the top.
• Download a chart from the ⋯ menu in its header, as an image with its caption or as a spreadsheet (.xlsx). The spreadsheet lists every category, including the ones grouped into Other.

Highlight reels

A report can embed highlight reels saved in the study.

• A reel plays inside the report, in Strella and on the report's share link.
• A PDF or Word download can't play video. There, a reel shows its title, its clip and participant counts, and a Watch highlight reel link.
• Sharing a report shares its reels. When you set a report to Anyone with the link, or download it, Strella creates a public link for each reel it embeds. Anyone who has the report can watch them.

Tips

• Use the AI chat for tightly scoped reports. Asking "build a report about pricing feedback" makes a focused report instead of a sprawling one.
• Ask for a report on one group. Ask the AI chat for "a report on just the renters" and it counts and quotes only the participants who gave that screener or survey answer. Update now keeps counting that group. This report has no charts or saved reels, because those cover the whole study.
• Get the executive summary right. Stakeholders read the executive summary first, so check that it states your main finding. To reword it, ask the AI chat to revise it, or download the report as a Word file and edit it.
• Every save is a version. Saving a refined report from the AI chat adds a version to the same report instead of a second tile, and so does Update now. Use the clock icon next to the ⋯ menu to view or download an earlier version.

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