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Search in Research Hub

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About Searching the Research Hub

Using the 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:

  • Surveys: Titles, blocks, settings, questions, and answer choices.
  • Dashboards: Titles, pages, filters, and widgets.
  • 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.

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.

Using Search

  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, the 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

By default, results are sorted based on relevancy.

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. Surveys: Click on a survey result to open that survey project in a new tab.
    A survey type of search result is highlighted
  2. 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.
  3. Uploaded Research / File: Click on an uploaded research result to view the file.
    A document type of search result is highlighted

    Qtip: AI generated summaries are available for brands with the “Allow Third Party Generative AI Features” setting enabled. Reach out to your Brand Administrator if you are interested in this feature.
  4. 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