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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:Combine elements from different groups to create a well-rounded, insight-driven report.

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How to Add an Insight Element

  • Go to the Report Master.
  • Click ”+ Add new insight element here”.
  • Choose your desired element.
Once you’ve added your Insight Elements, you can tailor both how they look and what they include.

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View Options (Insight Elements Display)

View options control how the data is displayed. View options do not change the base of respondents.
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Examples of view types:
  • Bar chart vs. treemap
  • Segmented bar vs. breakdown layout
  • Show “Top 10 Topics” or a specific category
Example: Switching from “Topics Overview (Segmented)” to “Topics Overview (Treemap)” presents the same data in a different layout, no change to the respondent base.

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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.
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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
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.

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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.
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You can:
  • Include or exclude specific topics or categories
  • Skip empty rows
Example: Show only comments mentioning “flight delays” in a Topics Overview chart.

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Explore Responses Behind the Data

You can click on any Insight Element to drill down and see the actual responses that power it. If Sentiment Analysis is enabled, you’ll also be able to filter by sentiment to explore positive, neutral, or negative feedback in context.
Last modified on June 22, 2026