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Overview

Edit reports to improve clarity, fix issues, and align output with stakeholder needs. You can edit both single reports and project reports. Regenerate after major updates to apply new context.

Edit single reports

Refine individual interview reports to improve clarity and accuracy.

Edit project reports

Adjust aggregated reports that synthesize insights across multiple interviews.

Regenerate with updates

Regenerate reports to reflect transcript or context changes.

Improve quality

Improve report quality before sharing.

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How to edit reports

1

Open the report

Navigate to the report you want to edit:
  • For single reports: Open the record detail page and go to the Reports tab
  • For project reports: Open your project and go to the Project Reports section
Record detail page showing Reports tab with generated reports list
2

Select report to edit

Select the report you want to edit, or use the actions menu.
3

Make updates

Adjust content or structure based on your review. You may be able to:
  • Edit report text directly
  • Modify report structure
  • Update research context or prompts
  • Adjust report settings
Report editor showing editable report content
4

Save changes

Save your edits. Changes are applied immediately to the report.
5

Regenerate if needed

If you’ve updated research context, transcripts, or prompts, regenerate the report to reflect these changes. Click Regenerate to create a new version with updated information.
Report view showing Regenerate button or option

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Editing tips

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Before regenerating

  • Update transcripts - Fix any errors in the transcript first
  • Review research context - Ensure Research Goals and Interview Guide are current
  • Check prompts - For Custom reports, refine your prompt if needed
  • Verify settings - Confirm language and other generation settings

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After editing

  • Review changes - Check that edits improve clarity and accuracy
  • Validate against transcript - Ensure edited content aligns with source material
  • Share for feedback - Get stakeholder input before finalizing

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Best practices

Update research context or transcripts before regenerating for better results. The system uses the latest context when regenerating.
Edit reports to improve clarity and remove any inaccuracies. Manual edits can significantly improve report quality.
Regenerate reports after updating transcripts or research context to ensure reports reflect the latest information.
For Custom reports, refine your prompt based on initial results, then regenerate for better alignment with your research questions.