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

# Creating Reports

> Learn how to create a report in Caplena to generate 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.
</Tip>

## Step 1: Access the Reports section

<Steps>
  <Step>
    Open your Caplena project.
  </Step>

  <Step>
    Click on the **Reports** tab in the top navigation bar.
  </Step>

  <Step>
    Select the **New Report** button in the top-right corner.

    <Frame>
      <img src="https://mintcdn.com/caplena-32172960/f4FlmiD764B78gVE/images/insight-and-reports/creating-and-customizing-reports/creating-reports-step-1-access-reports.gif?s=59a0b5bd1bec414a12b0326241ba96ee" alt="Step 1 - Access the reports section" width="800" height="454" data-path="images/insight-and-reports/creating-and-customizing-reports/creating-reports-step-1-access-reports.gif" />
    </Frame>
  </Step>
</Steps>

## Step 2: Choose a report template

Caplena lets you choose between two report types at the top of the "Create new report" screen:

* **Static** – A point-in-time report
* **Over time** – A report comparing results across periods (e.g., months, weeks)

Once you select the report type, you can choose how you want to start building your report.

<Frame>
  <img src="https://mintcdn.com/caplena-32172960/Js_FcwJLuMB2YLvm/images/Screenshot-2026-05-24-at-11.22.37.png?fit=max&auto=format&n=Js_FcwJLuMB2YLvm&q=85&s=64585475934eaf9b099182c63ce9a655" alt="Screenshot 2026 05 24 At 11 22 37" width="3092" height="1702" data-path="images/Screenshot-2026-05-24-at-11.22.37.png" />
</Frame>

<Note>
  **✨ Auto-Generate Report**

  Generates a tailored report instantly based on your dataset. Caplena highlights key segments, meaningful differences, and the main drivers behind sentiment and experience. Click **Generate Report** to create it automatically.
</Note>

Depending on the report type you selected, you can pick a template that matches your goal:

| Template           | Best For                                                                         |
| :----------------- | :------------------------------------------------------------------------------- |
| **NPS & CSAT**     | Tracking satisfaction over time and identifying long-term trends in loyalty.     |
| **Online Reviews** | Monitoring shifts in sentiment and spotting emerging themes or issues.           |
| **Blank**          | Full flexibility — start with an empty structure and define everything yourself. |

<Tip>
  If you want to analyze how customer satisfaction evolved after a product update, choose **NPS & CSAT** under the **Over time** tab.
</Tip>

Click **Start** under your preferred template to continue.

<Warning>
  Some templates may limit or customize the types of charts available based on the focus of the report.
</Warning>

## Step 3: Configure your report

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

<Frame>
  <img src="https://mintcdn.com/caplena-32172960/f4FlmiD764B78gVE/images/insight-and-reports/creating-and-customizing-reports/creating-reports-step-3-configure-report.gif?s=a573ec4053433677f702870e92542988" alt="Step 3 - Configure your report" width="800" height="453" data-path="images/insight-and-reports/creating-and-customizing-reports/creating-reports-step-3-configure-report.gif" />
</Frame>

### 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.