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Reports & exports

Graham insight report

Graham writes a plain-English insight report for your study. It covers:

  • An executive summary (setup, sample size, and the headline story).
  • Recommended groups: how many, why, and card-by-card commentary with agreement levels and the labels participants used.
  • Where participants agreed and where they disagreed (and what that risks).
  • Segment notes (differences across screener segments), data quality, and prioritized next steps.

How it works:

  • Click Generate report. It builds from your current group count and filters.
  • It's saved per study, so it persists across sessions and devices. Changing the group-count slider hides the old report and offers a Regenerate. The report always matches the group count it was made at.
  • If Graham can't write the report, you get a basic version instead: the facts and figures, without the written interpretation. You'll see an amber banner at the top saying Graham didn't write this report, with the reason and a Try Graham again button. The report is also marked "basic report" next to the participant count, which is what shows on a print or export.
  • The most common reason is that Graham ran out of time on a large study. Trying again usually works. If the banner says Graham couldn't be reached, that one's on us and we've already been alerted, so there's no retry button.
  • A basic version never replaces a proper report you already had. If you press Regenerate and that run fails, your existing Graham report stays saved.

By plan: the Free plan shows one Graham insight report on screen (view only, no downloads). Paid plans (Individual and up) get unlimited Graham insight reports and can download them (see below).

Exports (paid plans)

Downloads are available on Individual, Team, and Enterprise. From the report you can export:

  • PDF: the full report (sections won't be cut across pages).
  • Word (.docx): the written report with a card key and embedded charts (dendrogram, similarity matrix, popular placements). Branded.
  • PowerPoint (.pptx): a branded deck: title slide, a slide per section, and chart slides with talking points.
  • Excel / CSV raw data: the underlying numbers for your own analysis:
    • Similarity matrix: card-by-card agreement percentages.
    • Popular placements: card × category counts.
    • Suggested groups: group name, card count, agreement %, and card list.
    • Raw assignments: one row per participant-card placement (long format).

On the Free plan, reports are view-only, with no downloads. Upgrade to export.

If a single chart fails to capture during a Word/PowerPoint export, the export still completes without that chart rather than failing entirely.

Still stuck? Sign in and ask Graham, or email support@sortedresearch.com.