How to export and share my research results?

Question Type

User Manual Question


Quick Answer

Supported export format:

  • PDF: Complete report, suitable for printing and presentations

Sharing Method:

  • Generate share link (accessible by anyone)

Export Reports

Step 1: Access Report Details Page

Location:

  • Homepage → "My Studies"
  • Select project → "View Report"

Step 2: Export PDF

Click "Export PDF" Button

Content:

  • Complete research report
  • Executive summary
  • Interview details
  • Highlight conversation excerpts
  • Actionable recommendations

Use Cases:

  • ✅ Report to boss
  • ✅ Team meeting presentation
  • ✅ Print for archiving
  • ✅ External sharing

Advantages:

  • Fixed format, won't break
  • Easy to read and print
  • Compatible with all devices

Step 3: Download File

Generation Time:

  • PDF: 10-30 seconds

File Size:

  • Usually 5-20MB
  • Includes complete content

Share Research

Generate Share Link

Applicable: Share with anyone

Steps:

  1. Report details page → "Share"
  2. Click "Generate Share Link"
  3. Copy link and send to others

Get Link:

Advantages:

  • No registration needed
  • Accessible by anyone
  • Permanently valid

Note:

  • Anyone with the link can access
  • Be cautious when sharing sensitive content

Export/Share Scenarios

Scenario 1: Report to Boss

Recommended Method: Export PDF

Steps:

  1. Export PDF format report
  2. Open to review, confirm content
  3. Print or email to boss

Tips:

  • Highlight core findings
  • Prepare verbal explanation

Scenario 2: Team Discussion

Recommended Method: Generate share link or export PDF

Steps:

  1. Generate share link and send to team members
  2. Or export PDF and send to team
  3. Let everyone read before team meeting
  4. Discuss core findings in meeting

Tips:

  • Share in advance, give time to read
  • Focus on actionable recommendations in meeting

Scenario 3: External Partners

Recommended Method: Export PDF

Steps:

  1. Export PDF format
  2. Send to partners via email or other secure methods

Tips:

  • Recommend encrypted email for sensitive content
  • Remind partners not to redistribute

Tips:

  • Must use password protection for sensitive content
  • Set shorter validity period
  • Remind not to screenshot and redistribute

Scenario 4: Archive Backup

Recommended Method: Export PDF

Steps:

  1. Export PDF (complete report)
  2. Save to company server or cloud storage
  3. Establish archive directory

Tips:

  • File naming convention: [Project Name]_[Date]_Research Report.pdf
  • Regular backups

Scenario 5: Client Delivery

Recommended Method: Export PDF

Steps:

  1. Export PDF format
  2. Check content completeness
  3. Send to client

Tips:

  • Completeness: Check no missing content
  • Professionalism: Confirm format standards

Common Questions

Q1: Can exported PDF reports be modified?

Cannot modify directly (needs PDF editor).

Recommendation:

  • PDF suitable for printing and archiving
  • If need to modify content, modify on atypica platform then re-export

Q2: Will share links leak?

Note:

  • Anyone with the link can access
  • Links are permanently valid
  • Be cautious when sharing sensitive content

If Worried About Leaks:

  • Recommend exporting PDF and sending via encrypted email or other secure methods
  • Don't share links on public channels

Q3: Can I share only partial content?

Currently not supported. Sharing is complete report.


Q4: Can I still view online after exporting?

Yes. Export doesn't affect online viewing.

Online Report and Export File:

  • Completely independent
  • Online report doesn't change
  • Export file is snapshot

Best Practices

Recommendation 1: Export Backup

Important Project Backup:

  • Export PDF complete report
  • Save to cloud storage or locally

Benefits:

  • Prevent data loss
  • Convenient for long-term review

Recommendation 2: Check Before Sharing

Check Content:

  • Any sensitive information?
  • Is format correct?
  • Is content complete?

Avoid:

  • Leak internal data
  • Format disorder
  • Information omission

Recommendation 3: Establish Naming Convention

File Naming:

Benefits:

  • Easy to find
  • Version control
  • Team collaboration

Bottom Line

"Export with PDF, share via link or PDF file. Export backup for important reports, be cautious when sharing sensitive content via links."

Remember:

  • ✅ Export format: PDF (presentations, printing, archiving)
  • ✅ Sharing methods: Generate link (online viewing) or export PDF (file sending)
  • ✅ Backup archiving: Export PDF + cloud storage
  • ✅ Sensitive content: Recommend sending PDF files via encrypted methods rather than share links

Related Feature: Plan Mode, Report Doc Version: v2.1

Last updated: 5/10/2026