Using the Insights Summary Tab


At a Glance

In this article learn how you can create an overview of a test’s results and share it with colleagues using the Summary tab.


Insights Summary is available on the following subscriptions:

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Essentials Startup
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Ultimate Premium


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On the Summary tab, you can 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 and the test’s objective—then send others a link. Tags, notes, and clips are imported from the video player for you, speeding time to insights for your whole team.

To get started, open a test from the dashboard and select the Summary tab.


Sharing the Insights Summary 

You can easily share the information located under the Summary tab. One of the options available is to download the PDF. Doing so will download the Summary tab data to your computer. Note that links to videos within the PDF will follow the default sharing rules in your account. To give non-account stakeholders access to these links without them having to log in, make sure that (under Settings > General) the Restrict All Share Links setting is "off" and that the Share Default Settings is set to "Anyone with a link." 

The other option is to select "Share Summary." 

This gives you the option to either share an editable link with people who are in your workspace or share a link to any account members. 

Editing the Insights Summary

To edit the summary, turn on edit mode.

From here, you can add text to the summary field. You can also collapse and expand sections by clicking the disclosure buttons.


If you collapse a section, it is hidden when edit mode is 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.

Insights Summary Sections

The first four fields are up to you:

  • Team: your teammates or your team’s name
  • Objective: the test’s goal–what you’re trying to find out
  • Findings: observations–what the test revealed
  • Next Steps: actions to take based on what the test shows


The Contributors section shows how many people took your test, as well as the filters you used to define your audience. Enter any additional information you want in the Comments field.

To hide a filter, hover about it while in Edit mode. The below image shows a side-by-side comparison of what it normally looks like vs. when you hover over the section. 


Once hidden, you'll have to change it to "Show" in Edit Mode.


Tags you add to notes and clips in the video player appear in the Tags section. Read more about adding tags with the video player.

To hide a tag, hover about the tag and click on it.


Add any text you want in the Comments field.

Positive, Negative, and Neutral Feedback

Notes and clips marked as important in the video player appear in the feedback section.

  • Positive Feedback displays notes and clips tagged with positive sentiment.
  • Negative Feedback displays notes and clips tagged with negative sentiment.
  • Neutral Feedback displays notes and clips not tagged with any sentiment.

Add any text you want in the Comments field.


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 important so they display in the summary: 

  1. Go to the Notes & Clips section of the video player for the session you want.
  2. Click the star icon on each note or clip to mark it as important.
  3. Click the face icon on each note or clip to tag it with sentiment.

    Read more about marking notes and clips as important and sentiment tagging.

    You can hide individual notes or clips, the entire notes section, or the entire clips section. When in the Summary tab, make sure you are in Edit mode. 

    Hover over Clips or Notes and a Hide button will appear. Click on it to hide notes or clips. 



    Hover over it again and a Show button will appear. Click on it to show those notes or clips again.

Learn More

Need more information? Read these related articles.

Want to learn more about this topic? Check out our University course.

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