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Insights reports

Get key takeaways, sentiment shifts, and outliers from your feedback, delivered on your schedule.

Insights reports is an AI-generated summary of the freeform feedback on a survey question. Instead of reading through hundreds of responses to figure out what customers are saying, you get the answer up front: the key takeaways that keep surfacing, how sentiment is shifting, the outliers that don't fit the pattern, and what to do next.

Reports can be run as a one-off or scheduled to generate automatically on a weekly, monthly, or quarterly cadence. Weekly for the team, monthly for the product roadmap, quarterly for the board.

Insights reports are part of Research Assistant. If you don't see the option to generate a report on your freeform responses, contact our support team to learn more about adding it to your plan.

What's in an Insights report

Every report is organized into the same sections so you always know where to look:

  • New since last report (recurring reports only): What's changed since the previous period. Rising themes, fading themes, sentiment shifts, and anomalies worth flagging.

  • Iterate report summary: A short overview at the top covering the most important things to know from this period of feedback.

  • Key takeaways: The themes identified across responses. Each takeaway includes a description, a sentiment classification, a rough sense of how common it was (e.g. low, medium, or high), and representative quotes from real responses.

  • Sentiment: A breakdown of how feedback skews overall, with positive, negative, and mixed percentages, and why.

  • Outliers: Feedback mentioned by only one or two respondents that may still have outsized impact. Often where the most surprising or actionable feedback hides.

How to generate an Insights report

Every report starts the same way:

  1. Open the survey you want to analyze and find the relevant freeform question.

  2. Click Generate report.

  3. Choose the type of report: all-time, custom, or recurring (described below).

  4. (Optional) Add a custom prompt to steer the analysis, for example "Focus on checkout-related feedback" or "Pay attention to mentions of pricing." A custom prompt works with any report type.

The three types differ in the window of feedback they cover and whether they run once or on a schedule. Pick based on whether you want a single snapshot or an ongoing pulse.

All-time

Analyzes every response the question has ever collected, with no date range. The fastest way to get one comprehensive read on a question. Best when you want the full picture and don't need to narrow to a specific period.

Custom

A one-time report over a date range you choose. Give it a title so you can find it again later. Use a custom report when you care about a specific window, for example feedback during a launch, a single quarter, or a holiday season, rather than all time.

Recurring

Generates automatically on a weekly, monthly, or quarterly schedule. You set it up once, and each run covers the most recent period: the past week, the past calendar month, or the past calendar quarter. Any custom prompt and filters you set apply to every run.

What sets recurring reports apart is that they track how feedback is changing over time. On top of the standard sections, each one opens with a New since last report section that compares the current period against previous ones and surfaces rising themes, brand-new themes, fading themes, sentiment shifts, and one-off anomalies. It's the difference between knowing what customers are saying right now and seeing which way the trend is heading.

Future runs happen in the background, and a summary is emailed to you when each one is ready, with the full report a click away in your dashboard.

Note: A question needs at least 50 responses in the selected period before a report can be generated. If a recurring report doesn't have enough data for a given period, that period is skipped and recorded so you know nothing fell through the cracks.

Deeper analysis

When a takeaway demands more than a summary, click into any key takeaway and select Deeper analysis. You'll see how the key takeaway emerged from the data, the representative quotes driving it, any sub-themes hiding underneath, and a more nuanced read on sentiment.

Insights reports tell you what's happening. Deeper analysis tells you why.

Managing recurring reports

Recurring reports can be paused, edited, or deleted at any time from the Reports sidebar. You can change the schedule, update the custom prompt, or adjust the filters, and your changes apply to the next run.

History is preserved, so you can scroll back through previous periods to see how feedback has evolved over time.

Credits and billing

Each report generation uses one report credit, whether it's a one-time report or a single run of a recurring schedule. Your plan includes a monthly credit allowance, and additional credits can be added if you need them. If you run out of credits, recurring reports keep their schedule, that run is simply skipped and recorded, and we'll email you so nothing is missed quietly. Once your allowance refreshes or you add more credits, the next scheduled run generates as normal.

Data Privacy

We take data privacy seriously. When using Insights reports, your survey responses are:

  • Processed for analysis only: Responses are sent to AWS Bedrock (US region), where they're analyzed in real time by Anthropic's Claude models. They're used only to generate your report, not retained by the AI provider afterward.

  • Isolated per account: Your data is never mixed or compared across accounts. Even while using shared AI infrastructure, your responses remain logically separated from those of other Iterate customers.

Your survey data is not used to train any AI models, and we only transmit it to trusted processors under strict confidentiality and data-handling agreements. If you have further questions about how your data is handled, feel free to contact us.

Tips for better reports

  • Be patient with new questions. Reports get sharper as more responses come in. The 50-response minimum is the floor, not the sweet spot.

  • Use custom prompts when you have a specific question in mind. A focused prompt produces a more focused report.

  • Match the cadence to the audience. Weekly works well for product teams reviewing recent feedback. Monthly is a good fit for cross-functional updates. Quarterly is right for leadership.

  • Don't skip Deeper analysis. The headline summary is meant to be skimmed. The "why" lives one click deeper.


If you have questions about setting up Insights reports or interpreting your results, reach out to our support team.

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