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Overview

Batch generation lets you create reports for multiple records simultaneously. You can generate transcripts and various report types (Q&A, General, JTBD, Persona, Custom) for all selected records in one operation, saving significant time compared to generating reports individually.

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How to generate reports in batch

1

Open your project

Navigate to the project containing the records you want to process.
2

Start batch generation

Scroll to the bottom of the Project Records section. Click the Generate Reports button (or the progress indicator if generation is already in progress).
Project Records section showing Generate Reports button at the bottom
3

Select report types

In the batch generation modal, choose which report types to generate. See Report types for detailed information about each type:
Batch generation modal showing report type selection and configuration options
  • Transcript: Always selected (required for other reports)
  • Q&A: Question and answer format
  • General: General insights report
  • JTBD: Jobs-to-be-Done analysis
  • Persona: Persona development report
  • Custom: Custom report with your own prompt
4

Configure languages

Set language options:
  • Transcript Language: Auto-detect or select a specific language
  • Report Language: Same as transcript, or choose a different language
5

Add custom prompt (optional)

If you selected Custom reports, enter your custom prompt that defines what the report should analyze.
6

Choose regeneration option

Toggle Regenerate existing reports if you want to overwrite reports that already exist for these records.
7

Review token estimate

Check the estimated token cost before generating. If you don’t have enough tokens, you’ll be prompted to purchase more.
8

Start generation

Click Generate to start batch processing. The modal closes, and you’ll see progress indicators on each record.
  • Each record shows a status badge: “Uploaded”, “In Progress”, or “Finished”
  • Records with “In Progress” status show a shimmer animation
  • You can cancel generation for records that are currently processing
  • Hover over the Generate Reports button to see a cancel option when generation is active
  • Hover over the Generate Reports button at the bottom of the page
  • If generation is in progress, a cancel option appears
  • Click to cancel generation for all in-progress records
  • Cancellation may take a moment to process

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Configuration options

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Report types

  • Transcript: Converts audio/video to text (always first)
  • Q&A: Extracts questions and answers
  • General: General insights and observations
  • JTBD: Jobs-to-be-Done analysis
  • Persona: Persona characteristics
  • Custom: Tailored report with your prompt

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Language options

  • Auto-detect: Automatically detects language
  • Specific language: Choose from supported languages
  • Report language: Can differ from transcript language

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Token management

  • Cost calculated before generation
  • Tokens consumed when generation starts
  • Purchase more if needed

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Best practices

Start with Transcript and Q&A reports for most records, then add other types as needed. This balances cost with value.
Use batch generation when you have multiple records ready to process. It’s more efficient than generating reports one by one.
Review your project’s Research Goals and Interview Guide before batch generation—they’re automatically included in the context for better results.
Monitor token balance before large batch operations. Consider processing in smaller batches if token costs are high.
Use “Regenerate existing reports” carefully—it will overwrite existing reports and consume tokens again.