Reports

We know not every score needs a timeline. Whether you're working with star ratings, CSAT, NPS, or any other numeric scale, sometimes you just want a clean, at-a-glance breakdown without the clutter of time trends.

The new Generic Score without Time IE is a simple and powerful way to segment scores and instantly see what’s driving satisfaction (or frustration).

🧠 What’s inside:

• Segmented Score Buckets
  Group responses into buckets (e.g. 0–6, 7–8, 9–10) with full control over how you define the ranges.
• Fully Customizable
  Use your own score column, define the number of buckets, tweak bucket ranges, and choose your metric (e.g. Average, NPS-style).
• Auto-Generated Bucket Summaries
  Caplena automatically summarizes the top drivers for each score range. No more guesswork, see what’s pushing numbers up (or dragging them down) at a glance.

Tired of jumping between views to narrow down your data? We’ve revamped and unified filters across the entire Caplena platform—so filtering is now smoother, smarter, and more consistent than ever:

🧩 Filter by Topics & Categories

Pinpoint themes or topic sets right within your reports—no need to switch between Topics and Reports view.

🔢 New Smart Numbers Filter

Need to look at scores, ratings, or counts? Our smart numeric filter lets you quickly slice data by exact values or ranges.

📅 Two Great Date Range Filters

• Static Range (e.g. Jan 1–Mar 31, 2025)
• Rolling Range (e.g. Last 7 days, Last quarter) Perfect for trend analysis without manual date entry.

If you’ve ever thought, “Wait, which project is this again?” — this one’s for you.

We know the challenges:

• Your enterprise team manages multiple departments, but all reports look identical
• You’re an agency juggling clients, but reports still carry your branding instead of theirs
• You work across markets or product lines and need a clearer way to keep things distinct
• You care about consistency, but manual formatting isn’t scalable

Introducing Customized Themes — now you can define how your projects look, with full control over color schemes and visual identity.

What’s New?

👥 Enterprise Teams
Assign unique themes per department or business unit. Make it instantly clear what belongs where — no guesswork needed.

🏢 Agencies & Consultants
Easily match your reports to each client’s branding. Deliver insights that feel custom-built and professional, every time.

🌍 Multi-Market & Product Teams
Keep regions or product lines visually separate. Less confusion, more context.

🎛️ Keep Your Workspace Clean & Organized
Themes help you maintain structure across large workspaces. Neat, efficient, and always aligned.

👉 Set themes in your account settings and apply them via project settings.

We’re excited to introduce the brand-new Topic Trends insight element — your new go-to tool for tracking how topics evolve over time and across segments. Whether you're looking to surface rising concerns, celebrate positive trends, or stay ahead of sentiment shifts, this element gives you a clear, visual edge.

🔍 What’s New?

Time-Based Trend View

View net sentiment trends and mention volume changes across quarters, months, or custom time ranges. Easily compare how key topics are performing now vs. before — all at a glance.

Segment Comparison

Switch between different customer segments or markets to see how topic trends shift by audience. What’s trending for one group may be old news for another.

Give it a try in your next report and see which topics are riding high… or heading south. 🫨

You can now copy an iframe embed code directly from the report sharing modal — making it easier than ever to embed Caplena reports into your internal tools or website(s).

Works just like a YouTube embed — but for insights. Just hit “Copy embed code”, paste it wherever you need.

Introducing a small but mighty upgrade to your Caplena workspace: the Collapsible Sidebar!

Now you can easily hide the sidebar in reports to free up more screen space — perfect for deep dives, presentations, or just keeping things clean and focused.

What’s new?

• Collapse & expand the sidebar with one click
• Enjoy a larger workspace for your insights
• Focus on what matters most — your data

Simple. Clean. More space to explore your feedback universe. 🤓

Exploring your reports just got a whole lot more interactive! You can now access Insight Chat directly from any report — making it easy to ask questions, uncover hidden insights, and explore your visualized data through a real-time, conversational interface.

What’s new?

• Ask questions about your report content
• Perfect for deep dives, quick checks, or finding that one specific insight
• Get instant AI-powered answers & summaries
• Explore trends, topics, and patterns without leaving the report
  

Ask follow-up questions, dig deeper into specific trends, or clarify surprising results — all without ever leaving your report.

You can now directly compare top topics and categories per sentiment — visually, side by side.

What’s new?

• Separate views for positive and negative mentions
• Instantly see what happy and unhappy customers care about most
• Perfect for spotting contrasts, patterns & quick wins

Understanding what truly impacts your customer satisfaction just got even easier! With our new Driver Analysis Insight Element joining the insight element family, you can now explore key drivers and compare impact across segments.

What’s New?

• AI-Generated Suggestions – Get tailored recommendations on how to improve key topics, ensuring you take the right actions to boost satisfaction.
• Segmented View – Compare impact across multiple segments (e.g., different brands or customer groups) to pinpoint variations in satisfaction drivers.
• Driver Impact vs. Mentions Scatterplot – Visually assess which topics have the most significant influence on satisfaction and where you should focus your efforts.
• Seamless Switching – Toggle between AI-generated improvement suggestions and the scatterplot for a comprehensive understanding of your data.

👉 Simply add the new driver analysis insight element within a report using a satisfaction score.
🔗 For a detailed video on how to use the new element (with Pro-Tips from André), please check out this link.

Caplena just got even more powerful! In addition to analyzing open-ended feedback, you can now integrate and explore quantitative data in your reports—for a deeper understanding of your insights.

What are the two new Insight Elements?

• Numerical Distribution – Visualize numerical data distributions effortlessly, helping you uncover trends and patterns in survey ratings, scores, or any other quantitative input.
• Categorical Text Distribution Insight – Easily analyze and compare categorical data, such as multiple-choice responses, alongside your qualitative insights.

By combining quantitative and qualitative data in one place, you can now get a more holistic view of your feedback. Try it out today and level up your analysis! 🚀

We’re making it easier than ever to collaborate on reports—whether with your team or external stakeholders. With Caplena’s new sharing options, you can grant access while staying in control.

What are the sharing options?

• Internal Sharing – Share reports with specific team members by adding their email addresses and assigning View or Edit permissions.
• External Sharing – Generate a shareable link to give access to users outside your organization, with optional password protection and expiration dates for added security.

With these flexible sharing options, you can ensure the right people see the right insights—without compromising control. Read more.