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Collections

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About Collections

Collections allow you to organize your results from Search into consolidated groups that can be shared with users. This can be useful to organize important insights before a presentation, or provide background research to your collaborators.

See Research Hub for more information on how to set up and use Research Hub.

Attention: This feature is only available to users on the new simplified pricing and packaging plans or customers who actively participated in the Preview Program for this feature. For more information, see Qualtrics Public Preview. If you have questions about your Qualtrics pricing and packaging plan, reach out to your account team.

Creating Collections

  1. Navigate to the Collections tab.
    Collections tab, with create new collection button highlightec
  2. Click Create new collection.
  3. Name your collection.
    Enter a collection name, description. Create collection button
  4. Enter a description, if you want.
  5. Click Create collection.

Alternatively, you can create a new collection from Search. Click Add to collection, then select Create new collection.

Add to collection button at the bottom of a search result

Qtip: The exact result, including all items in the card, will be added to the collection.

From the Collections tab, click View collection to view the contents of a collection.

View collection button

The collection will show all of the Search results that have been added to that collection.

Different functions of collection highlighted

  1. Search for results in your collection.
  2. Filter your collection by document type or timeframe.
  3. Edit or delete your collection.

Share Collections

  1. View a collection.
  2. Click Share collection.
    Share collections button
  3. Enter the email address of the user you would like to share the collection with.
    Enter user information, permissions, and then share collection
  4. Choose the level of access you would like to give to this user.
  5. Click Share collection.