> ## 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.

# Insight Elements - General Overview & Settings

> Overview of Insight Elements in Caplena: Types, Use Cases, and Customization Options

**Insight elements** are modular blocks you can add to any report in Caplena to highlight key findings, add context, or visualize data. They help turn your analysis into a narrative that’s easy to understand and share with stakeholders.

Caplena offers different types of Insight Elements, grouped by purpose:

* **Scores & Ratings** – For metrics like NPS or star ratings
* **Drivers & Trends** – To show what impacts scores and how topics evolve
* **Topic Visualizations** – To compare frequency or sentiment across topics
* **Text-Based Elements** – For summaries, notes, or verbatim quotes
* **Distributions & Overviews** – To display numerical or categorical patterns

<Tip>
  **Tip:**

  Combine elements from different groups to create a well-rounded, insight-driven report.
</Tip>

## How to Add an Insight Element

* Go to the report (make sure you are in **Edit** mode).
* Click **"+ Add new insight element here"**.
* Choose your desired element.

<Frame>
  <img src="https://mintcdn.com/caplena-32172960/ml-qA9fT_WcVfR88/images/insight-and-reports/getting-started-with-insight-elements/insight-elements-add-new-element.png?fit=max&auto=format&n=ml-qA9fT_WcVfR88&q=85&s=8ca8522ec1b308ddfa0296efcc38b894" alt="Add new insight element" width="2010" height="637" data-path="images/insight-and-reports/getting-started-with-insight-elements/insight-elements-add-new-element.png" />
</Frame>

Once you’ve added your Insight Elements, you can tailor both how they look and what they include.

## View Options (Insight Elements Display)

**View options** control **how** the data is displayed. View options do **not** change the base of respondents.

<Frame>
  <img src="https://mintcdn.com/caplena-32172960/ml-qA9fT_WcVfR88/images/insight-and-reports/getting-started-with-insight-elements/insight-elements-view-options-treemap.png?fit=max&auto=format&n=ml-qA9fT_WcVfR88&q=85&s=dd68eb3f00a0f175e916eafe8a40333b" alt="View options treemap example" width="1984" height="884" data-path="images/insight-and-reports/getting-started-with-insight-elements/insight-elements-view-options-treemap.png" />
</Frame>

Examples of view types:

* Bar chart vs. treemap
* Segmented bar vs. breakdown layout
* Show “Top 10 Topics” or a specific category

<Note>
  > **Example**:
  >
  >   <br />
  >
  >   <br />
  >
  > Switching from “Topics Overview (Segmented)” to “Topics Overview (Treemap)” presents the same data in a different layout, no change to the respondent base.
</Note>

## Displayed timeframe

For elements that pair a single-value summary (such as a gauge, score, or headline number) with a chart over time, you can choose **which time period the summary value reflects**. The setting only affects the summary, not the time-series chart next to it.

You can choose between:

* **Entire period** – the summary is computed across all data in the report's date range.
* **Most recent period** – the summary is computed only from the most recent time bucket (week, month, quarter, etc.) in the report's date range.

The selected period is reflected in the element's AI-generated description (for example, "*…computed over only the most recent time period*" vs. "*…computed over the entire period*"), so it's clear which slice of data the headline number represents.

**Where it's available**

The **Displayed timeframe** option is supported on the time-aware summary widgets of:

* **Overall Sentiment** – the net-sentiment gauge and segmented bar chart
* **Generic Score** and **Multi Score** – the score gauge, pie, and segmented bar chart
* **Row Count over time** – the headline row-count number
* **Topic Trends**

<Tip>
  Use *Most recent period* when you want the headline to track the latest state of your data (e.g., "this month's net sentiment"), and *Entire period* when you want a stable benchmark across the full report range.
</Tip>

## Individual Filters

Each Insight Element lets you **refine the data it shows,** without affecting other elements in the report. These filters **do** change the base of respondents shown in that specific element.

<Frame>
  <img src="https://mintcdn.com/caplena-32172960/ml-qA9fT_WcVfR88/images/insight-and-reports/getting-started-with-insight-elements/insight-elements-individual-filters.png?fit=max&auto=format&n=ml-qA9fT_WcVfR88&q=85&s=936e3b280f8ad84f083602039e62e90d" alt="Individual filters" width="2010" height="695" data-path="images/insight-and-reports/getting-started-with-insight-elements/insight-elements-individual-filters.png" />
</Frame>

You can:

* Include or exclude specific **topics** or **categories**
* Skip empty rows

<Note>
  > **Example**:
  >
  >   <br />
  >
  >   <br />
  >
  > Show only comments mentioning “flight delays” in a Topics Overview chart.
</Note>

## Explore Responses Behind the Data

You can **click on any Insight Element** to drill down and see the actual responses that power it.

<Frame>
  <img src="https://mintcdn.com/caplena-32172960/ml-qA9fT_WcVfR88/images/insight-and-reports/getting-started-with-insight-elements/insight-elements-drilldown-responses.png?fit=max&auto=format&n=ml-qA9fT_WcVfR88&q=85&s=d1a6f967f63fe23bd76f74b6352271a4" alt="Drill down into responses from an insight element" width="2010" height="843" data-path="images/insight-and-reports/getting-started-with-insight-elements/insight-elements-drilldown-responses.png" />
</Frame>

If **Sentiment Analysis** is enabled, you’ll also be able to **filter by sentiment** to explore positive, neutral, or negative feedback in context.

<Frame>
  <img src="https://mintcdn.com/caplena-32172960/ml-qA9fT_WcVfR88/images/insight-and-reports/getting-started-with-insight-elements/insight-elements-sentiment-filter.png?fit=max&auto=format&n=ml-qA9fT_WcVfR88&q=85&s=049b9bc3fe47e333bcbc22d6d6142c4a" alt="Sentiment filter in response exploration" width="2010" height="405" data-path="images/insight-and-reports/getting-started-with-insight-elements/insight-elements-sentiment-filter.png" />
</Frame>
