Need to make a report to present your research? Create an Insight in Marvin. You can easily pull in notes and clips from recordings. Add text, images and even graphs to make your research accessible to everyone.

Keep reading to learn more about publishing Insights, collaborating on them with teammates and more.

To get started on an Insight, go to the “Insights & Playlists” tab in your project.

You’ll see an option to create a new Insight in Marvin. You can build on an existing report when you import or upload it.

You’ll have an option to start with a blank document or use a template. These templates can be the preset ones provided by Marvin or one that your team member created. Templates are a handy way to make standardized reports across your team.

Let's discover what kind of data to your Insights.

Add text to your report as block quotes, tables or simple paragraphs. Marvin offers a whole range of text markup options, including text highlighting, making a list or checklist, and adding hyperlinks.

Adding videos or a collection of clips to your report elevates the voice of users. Stakeholders reading the report can hear the exact sentiment of users and are more likely to retain the feedback.

Head over to “Embed” to add a note or playlist from your repository.

Add the link to the note or playlist to embed it in the report.

When you add a note, you can choose to add just the transcript text, just the video or a combination.

Don’t forget to add your work from Analyze, Cross-project Analysis, Auto Analysis and Discover Research to reports.

Every time you use Marvin AI’s to analyze your data, you’ll see an option to “Add to Insight”. It’ll be marked with a light bulb icon on each page. You can add to a new or existing Insight.

Use this feature to add quotes, Q/A tables and thematic analysis from Ask AI and Auto Analysis. You can search and scroll within the table to manage a large volume of data.

Adding analysis from all these sources is the best and quickest way to make your reports comprehensive. Most importantly, it’s the easiest way to share useful insights in your research with the rest of your team.

Use Marvin’s citation feature to easily add sources for all the information in your report. You can link back to exact notes, clips and documents in your repository by just adding the link.

Use the range of editing features to make your report readable and attractive.

Set the tone for your research report or add your company logo in the header image. You’ll see a default image every time you create a new report. You have three options to replace this image header:

These are the guidelines to follow if you upload an image:

Dimensions: The image should ideally by wider than 1500 px

Size: The image must be smaller than 5 mb

Format: Make sure it’s a .jpeg or .png file

You’ll also be able to read these guidelines while uploading.

You can choose which portion of the generated image you want to use. Regenerate if you want to see more options.

Use the toolbar to upload images from your computer. Or say it better with a GIF.

Use the block quote formatting option to highlight quotes from customers. It’s a quick and simple way to make the quotes stand out and also standardize the format.

Select “Insert Callout” and choose between the three designs. These boxes are extremely effective at drawing the reader’s attention to key information in your report. You can even change the color to match your organization’s design guidelines.

Marvin gives you the option to add graphs to Insights from surveys and the Analyze tab. It’s a great way to visually present a large volume of research notes.

You’ll also be able to choose whether you want to show the labels in the segmentation. Pick a preset color scheme or even create your own.

If you want other reports to be created with the same format, elements and color scheme, you can save the report as a template.

Your entire Marvin team will be able to access this template. To rename or delete a template, go to “Templates” in the navigation bar on the home page.

Creating a report with other team members? Leave comments for each other on insights. Tag team members with “@” to notify them. You can even use GIFs in comments to let them know how you feel about a particular section or sentence.

Marvin has some handy features for this crucial step of the process.

After you’re done creating the report, don’t forget to share it with the rest of your team. Either “Publish Insight” or change the status from the top navigation bar.

Here's what each status means:

Private draft

Shared draft

Published

You can help your team discover this report more easily in search and Ask AI when you add the right file tags to it. When people filter by file tags, Marvin will be sure to include the report if they have access to it.

Add the Insight to all the relevant Research Areas. Think of all the topics and themes covered in the report and select those from the list. People consuming research on Discover Research will be able to find it more easily.

To share the report as a PDF, download the Insight. You can choose to download specific pages as well.