Notebooks: Explain important insights to teammates and stakeholders

  • Updated

This article will help you:

  • Create and edit notebooks

Notebooks help you explain insights to teammates. While dashboards are great for monitoring metrics, notebooks enable you to communicate context and takeaways from analysis that help your team make better-informed product decisions.

Notebooks are documents, composed of text blocks, pictures, videos, charts, chart takeaways, and summary metrics. Teams use them to:

  • Report on performance for new or changed products, features, offers, campaigns, and experiments.
  • Explain ad hoc analysis, behavioral insights, or trending patterns about engagement, conversion, retention, stickiness, etc.
  • Teach each other how to ask and answer questions with data.

Before you begin

Notebooks do not support the .BMP Image format, or the Personas and Pathfinder Users charts.

Create a new notebook

There are two ways to create a new notebook:

  • Click Create New and navigate to Report > Notebook.
  • From inside a chart, click + Add to...  Click Create a new notebook to simultaneously create the new notebook and add the chart you're working on to it.
    You can also scroll down to the list of existing notebooks and add the chart to one of those.

Edit an existing notebook

To add new content to your notebook, hover over it in the spot you'd like the new content to appear. Click the icon that appears to add a chart, cohort, header, text block, image, or video in that spot.

notebooks add content.png

To edit a chart in your notebook, hover over the chart and click the pen icon to enter edit mode.

notebooks edit.png

From there, you can select the type of callout box that appears above the chart (or opt for no callout box at all), add text to that callout, and include metrics from the Metric Trackers drop-down list.

You can also rearrange content in your notebook via the drag-and-drop feature:

notebooks drag and drop.png

Add a Session Replay to a notebook

There are three ways you can add a Session Replay to a dashboard or notebook:

  • From the Session Replay page itself (accessible via the homepage and Session Replay search)
  • From within User Look-Up 
  • From within an individual chart

Formatting text

Text blocks are rich text formatted by default. Highlight a piece of text to display a toolbar to apply styling. Text blocks also support common keyboard shortcuts, like CMD/CTRL + B to bold text.

Notebooks also support markdown formatting for text blocks. Just type your markdown notations directly into the text box.

You can paste hosted images directly into a text element via the clipboard.