> ## 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 Master.
* Click **"+ Add new insight element here"**.
* Choose your desired element.

<Note>
  The single-score variants of **NPS Score**, **Generic Score**, and **Star Rating** are also available on projects **without a Text to analyze column**. When adding one of these elements, the *Text to analyze* selector is optional — leave it blank and the score gauge is shown on its own, so purely quantitative datasets can still use them.
</Note>

<iframe src="https://www.loom.com/embed/25ef747459df40f281fa178e17e505a3" title="Loom video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

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/VuSgHXGVFfSNg7y1/images/Screenshot-2026-06-22-at-15.41.50.png?fit=max&auto=format&n=VuSgHXGVFfSNg7y1&q=85&s=ecf872f9db9952fe63ad6eb2017e8478" alt="Screenshot 2026 06 22 At 15 41 50" width="2628" height="920" data-path="images/Screenshot-2026-06-22-at-15.41.50.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**:
  >
  > 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.

<Frame>
  <img src="https://mintcdn.com/caplena-32172960/VuSgHXGVFfSNg7y1/images/Screenshot-2026-06-22-at-15.48.45.png?fit=max&auto=format&n=VuSgHXGVFfSNg7y1&q=85&s=9d89493bcc67827935cc0f9819312634" alt="Screenshot 2026 06 22 At 15 48 45" width="2628" height="692" data-path="images/Screenshot-2026-06-22-at-15.48.45.png" />
</Frame>

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/VuSgHXGVFfSNg7y1/images/Screenshot-2026-06-22-at-15.50.37.png?fit=max&auto=format&n=VuSgHXGVFfSNg7y1&q=85&s=40e63786753f3532c14748b52f37aef1" alt="Screenshot 2026 06 22 At 15 50 37" width="2604" height="1014" data-path="images/Screenshot-2026-06-22-at-15.50.37.png" />
</Frame>

You can:

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

<Note>
  > **Example**:
  >
  > 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.

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

<iframe src="https://www.loom.com/embed/cce30015fae6420c94ed1c66a3277aac" title="Loom video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
