Collections

Suite
Strategy & Research
Product
Qualtrics
What's on this page

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 Overview 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 Account Services.

Creating Collections

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

Bulk Add to Collection

You can quickly add multiple search results to a collection with a single action.

Perform your search.
searching and clicking "bulk add to collection"
searching and clicking "bulk add to collection"
Click Bulk add to collection.
Select the items you’d like to add to the collection.
choosing items and adding them to a collection
choosing items and adding them to a collection
Choose the collection to add the items to. Alternatively, select Create new collection to add them to a new collection instead.
Click Add results.

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

View collection button
View collection button

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

Different functions of collection highlighted
Different functions of collection highlighted
Search for results in your collection.
Filter your collection by document type or timeframe.
Edit or delete your collection.

Sharing Collections

View a collection.
Click Share collection.
Share collections button
Share collections button
Search for the user or group you would like to share the collection with. You can select someone from the list of available collaborators.
Search for people to share collection with
Search for people to share collection with
Choose the level of access you would like to give to this user.
Give collaboration access, invite, and save
Give collaboration access, invite, and save
  • Collaborator: User can access Research Hub and create collections and upload files.
  • Viewer: User can view collections and files within Research Hub.
Click Invite.
Click Save.

Was this helpful?

The feedback you submit here is used only to help improve this page.

That's great! Thank you for your feedback!

Thank you for your feedback!