Reports

We’ve separated the global Report Master from your custom Views for a cleaner, more intuitive workflow. Plus, sharing just got a major upgrade. Let's dive in:

• 🧱 Edit Report Master: Think of it as your global foundation: Manage insight elements & sections per drag & drop, create segments and apply filters. The settings will automatically cascade down to all of your Views.
• 🔎 Configure Views: Select segments, apply filters, and lock them exactly as you are used to. Keep the Views sidebar perfectly organized by easily dragging & dropping your Views into any order.
• 🚀 Share: You can now instantly share a single View, a custom selection of Views, or the entire Report.

Powerful for Experts, Effortless for Everyone — now where work happens. Insight Agent is now available in Slack, Microsoft Teams, Copilot, and ChatGPT (MCP), so anyone can ask questions and get reliable insights without leaving their daily tools.

This is a big step toward democratizing insights across your organization: experts move faster with on-demand analysis, while non-research teams self-serve clear, actionable answers — no dashboards, training, or back-and-forth required. Less chasing data. More turning feedback into decisions. 💪

How it works

• Create a shared channel (e.g., #customer-feedback-insights)
• Ask questions by tagging the agent with @Caplena in 1:1 messages or public channels
• Here is an example question: @Caplena What topics had the biggest impact on the NPS change in the last 4 weeks?

Advantages

• Help teams discover what the bot can do (and copy great prompts)
• Learn from each other’s use cases over time
• Discuss insights together — and jump in if you disagree
• Keep decisions and learnings accessible for everyone

👉 Set up the integration in your Integrations Settings and get started.

We’ve added a brand-new Caplena Broad Color Theme to give your reports more visual flexibility and a richer color palette.

The new theme expands the range of topic and chart colors, making it easier to:

• Clearly distinguish categories and segments
• Create more expressive, client-ready reports
• Maintain visual clarity even in complex analyses

You can manage and assign the Caplena Broad Color Theme from Settings → Themes, just like any other theme. Once applied to a project, it will automatically reflect across all associated reports for report viewers.

Restrict viewer access with static report modes

You can now share non-interactive report views for situations where you need full control over what viewers see.

When the Interactive report toggle is turned off, the report becomes fully static:

• All segments, filters, and date ranges are locked
• Viewers can’t adjust or explore alternative filters
• Your curated view stays exactly as intended

Perfect for sharing sensitive results, fixed dashboards, or executive-level summaries where consistency matters.

No more worrying about skewed results or unbalanced samples — you can now apply weighting variables directly in your reports.

Here’s what’s new:

⚖️ Weighted results — Upload a numeric weighting column and let Caplena apply the variables automatically across NPS scores, percentages, and other key metrics. 
📊 More accurate reporting — Ensure results remain representative, even when sample compositions shift between waves.
💡 Consistent KPIs — Keep your data aligned with the way you already report internally.

Whether you’re tracking customer sentiment over time or comparing markets, weighting variables help you get truer insights.

>> Simply upload your weighting column and select it when creating your report.

We know every audience needs a slightly different story. That’s why we built Views — a smarter way to organize, personalize, and share your reports.

With Views, you can now:

• Create multiple Views of the same report — one for each stakeholder, region, or product team.
• Apply unique filters and segments without affecting the original report.
• Lock filters or hide segments to keep key perspectives fixed while still allowing others to explore further.
• Share Views securely — inside your team or externally via link, with optional password or expiration date.
• Turn Insight Chat on or off, allowing viewers to explore your report more interactively, or keep it off for a focused, read-only experience.

No more endless versions or one-size-fits-all dashboards. Just clear, focused insights — customized for every audience. 🚀 Available now under your report’s “Views” panel.

You can now apply the same powerful filters you use at the report level — but directly inside each individual Insight Element.

What this means for you:

• 🔍 Zoom in on specifics: Slice and dice a single chart, table, or visualization without touching the rest of your report.
• 🎯 Compare perspectives: Apply different filters across elements to surface contrasting insights side by side.
• ⚡ More control, less clutter: Keep your global report view clean while applying filters at the element level.

In short: you now get the best of both worlds — global consistency plus local flexibility. 🚀

Ever wonder which topics are frequently mentioned together — and how strongly they're linked? The new Topic Correlation insight element helps you spot these patterns at a glance.

• See top topic pairs and their correlation strength
• Explore connections visually via an interactive chord diagram
• And the best part? AI explains why two topics are connected — so you don’t just see what’s linked, but also understand the reason behind it.

Whether you're uncovering hidden relationships or streamlining your analysis, this view makes complex connections simple (and beautiful).

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. 🫨