Caplena reports are flexible and customizable, allowing you to tailor insights to your audience. Whether you're building a summary for internal teams or a deep dive for stakeholders, tools like Edit Mode, Preview Mode, Sections, and Insight Elements give you full control.
Edit Mode: Build & Customize
Edit Mode is where the magic happens. It lets you modify report content, add new insights, and structure your analysis.
Key Features:
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+ Add New Section: Create sections like Overview, Key Drivers, or Customer Quotes.
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+ Add New Insight Here: Insert visual elements into any section.
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Auto-Save: All edits are saved in real time, no risk of losing progress.
Preview Mode: Final Presentation View
Preview Mode shows you how your report will appear once shared or exported, with all editing tools hidden for a clean, presentation-ready experience.
Key Features:
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Distraction-Free: Hides all editing panels and toolbars.
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Accurate Layout: View your report exactly as recipients will.
When to Use:
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Before sharing the report internally or with clients.
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To check layout consistency, spacing, and overall readability.
💡Tip: Use the toggle in the top-right corner to switch between Edit and Preview Modes anytime.
Sections: Structure Your Report
Sections help you break down complex data into manageable chunks, making your report easier to read and understand.
How to Add a Section:
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In Edit Mode, click + Add New Section.
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Give your section a name (e.g., “NPS Breakdown”, “Sentiment by Product”).
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Add visualizations, summaries, or custom text.
Benefits:
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Better Organization: Keep related insights grouped together.
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Improved Readability: Help readers focus on one topic at a time.
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Drag-and-Drop Order: Rearranging sections is as simple as dragging them in the side panel.
Insight Elements: Visualize What Matters
Insight Elements are pre-built components that let you analyze and display your data in a powerful, digestible format.
Available Elements:
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NPS & Ratings: Show Net Promoter Scores, star ratings, and score distributions.
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Trends & Drivers: Reveal what’s impacting sentiment over time.
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Sentiment Analysis: Show overall or category-specific sentiment.
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Topic Insights: Break down feedback into themes or categories.
How to Add an Insight:
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In Edit Mode, choose an insight type from the left panel.
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Review its preview and purpose.
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Click Select Columns to map the correct data fields.
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The insight will be added to the current section.
Filters & Segments: Focus Your Analysis
Caplena’s Filters and Segments let you dive deeper into your data by zooming in on what’s most relevant, whether that’s a specific brand, region, or time frame.
Filters
Use filters to narrow your data view:
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By Brand: Compare customer experiences across products.
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By Country: Identify regional differences.
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By Rating: Focus on 1–2 star reviews to uncover pain points.
Example:
Filter for 1–2 star reviews from Germany to understand local pain points.
Save Filters as Segments
Once you’ve applied filters, save them for future use:
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Click Save selected filters as a segment.
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Name your segment (e.g., “Brand A – Low Ratings – Germany”).
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It will appear in your Segments panel for quick access.
Segments are great for comparing different data cuts side by side, like Brand A vs. Brand B.
Date Range Filter
The Date Range filter helps you examine how key metrics, customer sentiment, or feedback trends evolve over time. It’s especially powerful when tracking changes before and after events like product updates, marketing campaigns, or customer service improvements.
How to Use the Date Range Filter:
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Open the Filters panel.
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Locate the Date Range section.
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Select the relevant date column (e.g., “Submission Date”, “Review Date”).
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Choose your start and end dates using the calendar picker.
💡Tip:
Make sure your data contains a valid and consistent date field to ensure this filter works correctly.