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Search in Research Hub

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About Searching Research Hub

Using Research Hub, you can search across all of the surveys, dashboards, videos, and uploaded documents in your Qualtrics license to display the most relevant results. Search results include the following document types:

  • Dashboards: Titles, pages, filters, and widgets.
  • Imported Data Project: Column names from imported data projects.
  • Surveys: Titles, blocks, settings, questions, answer choices, and open ended responses. Widgets from results dashboards will also be displayed.
  • Uploaded Files: File names, text, and images. Files are uploaded in the Manage Research tab.
  • Videos: Transcripts and summaries.

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

Qtip: If you also have access to an Employee Experience license, the following types of projects are indexable within Research Hub: Ad Hoc Employee Research, Engagement, Lifecycle, and Pulse projects. For more information on these project types, see Types of Employee Experience Projects.
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 Account Services.

Using Search

The search experience is filled with straightforward AI-generated explanations to help results and the overall experience make sense. You can narrow down searches to documents you have access to with a single click. The end of relevant search results will be also indicated with a note, although you can still load and view additional docs as desired. To keep results high quality, you can only sort results by relevance, not recency.

Qtip: Learn more about the permissions required to display AI-generated summaries and the AI model and sub-processor used on our AI Admin page.
  1. Navigate to Research Hub.
    Research hub, the search tab is highlighted with a query in the search bar
  2. Stay in the Home tab.
  3. Enter what you would like to search for.
    Qtip: Search works best when using real phrases rather than keywords. For example, search “What drives customer satisfaction with our shoes?” rather than “Shoes satisfaction”.
  4. Use the filters to refine your search results. You can filter by Document type, Creation date of documents, or Access permission.
    Image of search results; beneath the search bar is a warning about documents you have access to and some filters you can use to narrow down results

    Qtip: Access permission lets you narrow down results to all documents (regardless of whether you have access to them), only documents you have access to, and only documents owned by you.
  5. Search results will include documents you don’t have access to. To filter these out quickly, select Only show documents I have access to.
    Qtip: If you don’t have access to a document that you think would help your research, you can always ask for access to it.
  6. When you reach the end of results relevant to your search, Research Hub will let you know. You can choose to load more if you’d still like to take a look at them.
    Bottom of search results is the relevancy warning and a show more button you can click to load more, less relevant results

Each result will show the document type, title, who uploaded the document, the date it was created, and other useful information.

Click on a result to see more information. Below are the file types returned by search:

  1. Dashboards: Relevant widgets from your dashboards will be shown as search results. Click on a dashboard card to open a preview of that dashboard.
    A dashboard type of search result is highlighted

    Qtip: If a deprecated widget is the search result, the preview won’t be available. Click on the dashboard result to view that widget.
  2. Imported Data Project: Relevant columns from your imported data project dataset will be displayed. Click on the card to open the project in a new tab.viewing an imported data project in the research hub search results
  3. Surveys: Click on a survey result to view a preview of the survey results dashboard (if available).
    A survey type of search result is highlighted

    • For open ended responses, click on the card to open a window with the responses. You can click Open in new tab to open the survey in a new tab.clicking on a survey to view open responses
  4. Uploaded Research / File: Click on an uploaded research result to view the file.
    A document type of search result is highlighted

    Qtip: Learn more about the permissions required to display AI-generated summaries and the AI model and sub-processor used on our AI Admin page.
  5. Video Project / Imported Audio and Video: Click on a video result to preview it.
    A video project type of search result is highlighted

Results That You Cannot Access

Search may provide results that you do not have access to. While you can still add these results to a collection, you will not be able to preview or share them. You can click Request access from project owner for this document to request access.

The button that appears when you don't have access to a search result, highlighted

Qtip: You can also use the filters along the search to narrow results to documents you can access.

Sharing Search Results

Click Share to send a result via email, or to copy a link to it.

Share button in the bottom-left of a search result

Adding Search Results to Collections

Collections allow you to organize and share your results from Search. To add a result to to your collection, click Add to collection. See Collections for more information.

Add to collection button in the bottom-left of a search result

Search Result Restrictions

Your Brand Administrator may choose to limit what you can see in search results. Limitations can be configured at the division, user group, or specific project level. For more information about the limitation set up for your organization, or to request additional access, reach out to your Brand Administrator.

For more information on setting up restrictions, see Configuring Research Hub.