> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aseed.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Use report presets

> Start with a predefined report structure.

## Overview

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

<CardGroup cols={2}>
  <Card title="Ready-made structures" icon="file-text">
    Predefined report structures designed for common research scenarios and frameworks.
  </Card>

  <Card title="Quick generation" icon="zap">
    Start generating reports immediately without building custom structures.
  </Card>

  <Card title="Consistency" icon="repeat">
    Use the same structure across multiple projects for consistent analysis.
  </Card>

  <Card title="Best practices built-in" icon="check-circle">
    Structures incorporate proven methodologies and best practices.
  </Card>
</CardGroup>

## How to use report presets

<Steps>
  <Step title="Open Project Reports">
    In your project, navigate to the **Project Reports** section and click **Create Report**.
  </Step>

  <Step title="Open the Presets tab">
    In the report setup interface, click on the **Presets** tab to view available preset structures.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/aseed/images/reports-presets-tab-light.png" alt="Presets tab showing available preset structures" className="block dark:hidden" />

      <img src="https://mintlify.s3.us-west-1.amazonaws.com/aseed/images/reports-presets-tab-dark.png" alt="Presets tab showing available preset structures" className="hidden dark:block" />
    </Frame>
  </Step>

  <Step title="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.

    <Tip>
      Hover over or click on a preset to see its structure and included sections before selecting.
    </Tip>
  </Step>

  <Step title="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.
  </Step>

  <Step title="Select records">
    Choose which interview records to include in the synthesis. Select interviews that are relevant to the preset's analysis type.
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/aseed/images/reports-presets-generation-light.png" alt="Project report generation using a preset structure" className="block dark:hidden" />

      <img src="https://mintlify.s3.us-west-1.amazonaws.com/aseed/images/reports-presets-generation-dark.png" alt="Project report generation using a preset structure" className="hidden dark:block" />
    </Frame>
  </Step>
</Steps>

## 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

<Tip>
  The exact presets available may vary. Check the Presets tab in your project to see all available options.
</Tip>

## Best practices

<AccordionGroup>
  <Accordion title="Use presets for speed and consistency">
    Use presets when you want speed and consistency across projects. They're ideal for teams that need standardized analysis approaches.
  </Accordion>

  <Accordion title="Match preset to research goal">
    Choose a preset that aligns with your research goals. Each preset is optimized for specific types of analysis and frameworks.
  </Accordion>

  <Accordion title="Review preset structure first">
    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.
  </Accordion>

  <Accordion title="Use same preset across related projects">
    For consistency, use the same preset structure across related research projects to enable easier comparison and synthesis.
  </Accordion>
</AccordionGroup>

## Related topics

* [Create a project report](/reports/project)
* [Build a custom report](/reports/custom)
* [Generate single reports](/reports/single) - For individual interview analysis
* [Report types](/reports/report-types) - Understand what each single report type contains