atypica.AI

How to export and share my research results?

Question Type

User Manual Question

Quick Answer

Supports 2 export formats:

  • PDF: Complete report, suitable for printing and presentations
  • HTML: Web format, suitable for online viewing and sharing

Sharing Methods:

  • Team internal sharing (permission control)
  • Generate share link (external sharing)
  • Direct email sending

Export Reports

Step 1: Access Report Details Page

Location:

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

Step 2: Select Export Format

Click "Export" Button

Choose Format:

Format 1: PDF (Recommended)

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

Format 2: HTML

Use Cases:

  • Online viewing
  • Quick sharing
  • Maintain complete format

Content Included:

  • Complete report text
  • All data tables
  • Quotes and excerpts
  • Opens in browser

Steps:

  1. Report page → "Export"
  2. Select "HTML format"
  3. Save locally
  4. Open with browser to view

Step 3: Download File

Generation Time:

  • PDF: 10-30 seconds
  • HTML: 5-15 seconds

File Size:

  • Usually 5-20MB
  • Includes complete content

Share Research

Method 1: Team Internal Sharing

Applicable: Team members all have atypica accounts

Steps:

  1. Report details page → "Share"
  2. Select team members
  3. Set permissions:
    • Read-only: Can only view
    • Can edit: Can modify and export

Advantages:

  • Real-time sync
  • Controllable permissions
  • Convenient collaboration

Method 2: Generate Share Link

Applicable: Share with external people

Steps:

  1. Report details page → "Share"
  2. Select "Generate Share Link"
  3. Settings:
    • Validity: 7 days/30 days/permanent
    • Password protection (optional)
    • Allow download (optional)

Get Link:

Advantages:

  • No registration needed
  • Access anytime
  • Can set password protection

Note:

  • Cannot modify permissions after link shared
  • Automatically expires after expiration
  • Recommend password protection for sensitive content

Method 3: Direct Email Sending

Steps:

  1. Report details page → "Share"
  2. Select "Send Email"
  3. Enter recipient email
  4. Choose format: PDF/HTML
  5. Send

Advantages:

  • Delivers directly
  • No login needed
  • Attachment form

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: Team internal sharing

Steps:

  1. Share with team members (read-only permission)
  2. Let everyone read before team meeting
  3. Discuss core findings in meeting
  4. Create action plan

Tips:

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

Scenario 3: External Partners

Recommended Method: Generate share link

Steps:

  1. Generate share link (set 7-day validity)
  2. Set password protection
  3. Disable download (prevent redistribution)
  4. Send link and password to partner

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

Permission Management

Team Member Permissions

Read-only Permission:

  • ✅ View report
  • ✅ Export PDF
  • ❌ Modify content
  • ❌ Share with others

Edit Permission:

  • ✅ View report
  • ✅ Export all formats
  • ✅ Share with team members

Admin Permission:

  • ✅ All edit permissions
  • ✅ Manage share permissions
  • ✅ Delete report
  • ✅ Generate external share links

Share Link Permissions

Read-only Link:

  • ✅ View report
  • ❌ Export
  • ❌ Modify
  • ❌ Reshare

Downloadable Link:

  • ✅ View report
  • ✅ Export PDF
  • ❌ Modify
  • ❌ Reshare

Note:

  • Cannot modify permissions once share link generated
  • Recommendation: Default to read-only, generate downloadable link when needed

Common Questions

Q1: Can exported reports be modified?

Depends on Format:

  • PDF: Cannot modify directly (needs PDF editor)
  • HTML: Can view in browser, but not recommended to modify directly

Recommendation:

  • Need to share for viewing → Export PDF or HTML
  • PDF more suitable for printing and archiving

Q2: Will share links leak?

Security Measures:

  • Set password protection
  • Set validity period (7 days/30 days)
  • Disable download

If Worried About Leaks:

  • Don't generate permanent links
  • Must set password
  • Use team internal sharing (more secure)

Q3: Can I share only partial content?

Currently not supported. Sharing is complete report.

Q4: Can I still view 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

Q5: What if share link expires?

Regenerate:

  1. Report details page → "Share"
  2. Generate new share link
  3. Send to recipient

Or:

  • Directly invite to register
  • Team internal sharing (permanently valid)

Best Practices

Recommendation 1: Export Backup

Important Project Backup:

  • PDF: Complete report (easy to read)
  • Save to cloud storage

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

Recommendation 4: Minimize Permissions

Principle:

  • Only give to necessary people
  • Only give necessary permissions
  • Set necessary protection

Examples:

  • Team discussion → Read-only permission
  • External sharing → Password protection + validity period
  • Client delivery → Export PDF (cannot modify)

Bottom Line

"Export with PDF/HTML, share via team/link/email. Export backup for important reports, password protection required for external sharing."

Remember:

  • ✅ Export formats: PDF (presentations/printing), HTML (online viewing)
  • ✅ Sharing methods: Team internal (most secure), link (most convenient), email (most direct)
  • ✅ Permission control: Read-only/Edit/Admin
  • ✅ Security measures: Password protection + validity period
  • ✅ Backup archiving: Export PDF + cloud storage

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

Last updated: 2/9/2026