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Creating Reports

Learn how to create a report in Caplena: from choosing a template to configuring data and generating powerful visual insights.

Once your data is analyzed, the Reports section helps bring your insights to life through dynamic, easy-to-read visualizations. Whether you're monitoring customer satisfaction, identifying key trends, or preparing presentations, Caplena reports make storytelling with data simple and impactful.

 

What You Can Do With Reports

  • Visualize your data using charts, graphs, and summaries.

  • Share compelling insights with your team or stakeholders.

  • Track performance and feedback over time.

💡Tip: Think of reports as the final chapter of your analysis, where raw data becomes actionable insight.

 

Step 1: Access the Reports Section

  1. Open your Caplena project.

  2. Click on the Reports tab in the top navigation bar.

  3. Select the New Report button in the top-right corner.

CleanShot 2025-07-21 at 12.20.42

 

Step 2: Choose a Report Template

Caplena offers pre-designed templates to help you get started fast. Choose the one that best aligns with your goals:

Template Best For
Blank Report Full customization with no predefined structure. 
NPS Report Dive into Net Promoter Score breakdowns and themes.
Review Report Analyze customer reviews to uncover satisfaction drivers.
NPS Over Time Track shifts in NPS across weeks or months.
Review Over Time See how customer sentiment evolves over time.
 

Click Use under your preferred template to continue.

Example: If you want to present how customer satisfaction changed after a product update, go with “NPS Over Time”.

⚠️ Note: Some templates may limit or customize the types of charts available based on the focus of the report.

 

Step 3: Configure Your Report

Let’s walk through the configuration using the NPS Over Time template as an example.

CleanShot 2025-07-21 at 12.22.43

Basic Info

  • Report Name: e.g., Q2 2025 NPS Trend Report

  • Description (optional): Brief goal or context
    e.g., “Tracking NPS after April onboarding update”

Data Columns

  • Score: Numeric field (e.g., NPS Score, Satisfaction Rating)

  • Open-Text: Explanation field (e.g., Why did you give this score?)

  • Date (optional): For time-based charts (e.g., Survey Completion Date)

 

Step 4: Generate and Customize Your Report

Click Generate Report to instantly create your first draft.

From there, you can:

  • Drag & drop visual elements.

  • Apply filters by segments like country, product, or sentiment.

  • Add titles and annotations to tell a clear story.