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Learn how to create an overview of a test's results and share it with colleagues using the Summary tab. |
This article applies to: UserTesting
On this page:
About the Summary tab
- Create an overview of a test's results and share it with colleagues.
- Enter the information you want (for example, the name of your team, the test's objective), then send a link.
- Notes and clips marked important, along with tabs, are imported from the video player.
Share the Insights Summary
To start, open a test from the Dashboard and select the Summary tab. There are two options for sharing:
Download a PDF
Select the Download PDF button to download the Insights Summary to your device.
- Links to videos in the PDF will follow the default sharing results in your account.
- To give non-account stakeholders access to these links without requiring them to log in:
- Go to Settings.
- Click the Security tab.
- Under Security and sharing preferences, set the Share default setting to Anyone with the link.
- Toggle off Require account membership to view assets.
Share with a link
Select the Share Summary button to access an editable link to share with people in your workspace or share a link with any account member.
Edit the Insights Summary
To edit the Summary:
- Toggle on Edit mode.
- Hide sections that you do not want to include on the Summary page for the test.
- When you collapse a section, it is hidden when Edit mode is switched off.
💡Tip: If you don’t enter anything in a field, collapse the section. That way, it won’t be visible when you turn off Edit mode.
Summary tab sections
There are five fields at the top of the Summary tab:
- Team: Your teammates or your team’s name
- Objective: The test’s goal–what you’re trying to find out
- Context: Information that provides context for the test (e.g., reasons for or circumstances justifying the test)
- Findings: Observations–what the test revealed
- Next steps: Actions to take based on what the test shows
There are three sections after these fields:
Contributors section
- Shows how many people took your test, as well as the filters you used to define your audience.
- Enter additional information in the Comments field.
- To hide a filter, hover over it while in Edit mode.
- To show a filter again after it has been hidden, return to Edit mode and select Show.
Tags section
- Shows the tags you added in the Notes and clips section of the video player.
- To hide a tag, hover over the tag and click on it.
- Add text to the Comments field.
Positive, negative, and neutral feedback
- Notes and clips marked as important in the video player appear in the Feedback section.
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Positive feedback displays notes and clips tagged with positive sentiment.
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Negative feedback displays notes and clips tagged with negative sentiment.
- Neutral feedback displays notes and clips not tagged with any sentiment.
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Positive feedback displays notes and clips tagged with positive sentiment.
- Add text to the Comments field.
- Hide individual notes and clips by hovering over them while in Edit mode.
ⓘ Note:
- Only notes and clips manually tagged with sentiment are imported, not those automatically identified by sentiment analysis in the video player.
- To mark notes and clips as important, follow the steps in this article.
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