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Overview

Presets are ready-made report structures for project reports. Use them to generate consistent aggregated reports faster.

Ready-made structures

Predefined report structures designed for common research scenarios and frameworks.

Quick generation

Start generating reports immediately without building custom structures.

Consistency

Use the same structure across multiple projects for consistent analysis.

Best practices built-in

Structures incorporate proven methodologies and best practices.

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How to use report presets

1

Open Project Reports

In your project, navigate to the Project Reports section and click Create Report.
2

Open the Presets tab

In the report setup interface, click on the Presets tab to view available preset structures.
Presets tab showing available preset structures
3

Select a preset

Browse the available presets and choose the one that matches your research goal. Each preset includes a predefined structure with sections and prompts optimized for specific analysis types.
Hover over or click on a preset to see its structure and included sections before selecting.
4

Review the structure

After selecting a preset, review the structure to ensure it matches your needs. You can see all sections and prompts that will be used in the synthesis.
5

Select records

Choose which interview records to include in the synthesis. Select interviews that are relevant to the preset’s analysis type.
6

Generate the report

Click Generate to create the project report using the selected preset structure. The system will synthesize insights from all selected interviews according to the preset’s methodology.
Project report generation using a preset structure

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Available presets

Common preset types include:
  • General Synthesis - Comprehensive analysis combining multiple report types
  • JTBD Analysis - Jobs-to-be-Done framework synthesis across interviews
  • Persona Development - Persona development from aggregated insights
  • Theme Analysis - Pattern and theme identification across interviews
  • Pain Point Synthesis - Aggregated pain point and frustration analysis
The exact presets available may vary. Check the Presets tab in your project to see all available options.

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Best practices

Use presets when you want speed and consistency across projects. They’re ideal for teams that need standardized analysis approaches.
Choose a preset that aligns with your research goals. Each preset is optimized for specific types of analysis and frameworks.
Before generating, review the preset’s structure to ensure it includes all sections you need. You can always switch to custom if a preset doesn’t fit.