Reports

Insightloupe enables its users to provide detailed analysis of the project. The platform hosts an enormous amount of data related to the project and has various features built in to help users interact with this data such as creation of charts, reviewing, tagging and scoring documents, etc. Insightloupe allows users to bring these elements together in the form of an interactive report. These reports have a slew of features that give them an edge over Powerpoint presentations:

• Hover over a chart to see its details in a tooltip.
• Double-click on the chart element to review that data set for the selected element.
• View the chart in full screen
• Enable extrapolation of data for publication trends in the chart (like a bar chart, stacked bar chart, line chart, Bubble chart, grouped bar chart, or multi-line chart.)
• View company details for assignee trends.
• Clicking on tag labels in charts will open their technology profiles.

Insightloupe also allows its users to upload attachments such as PPT, Excel, word, and PDF files.

Enabling Reports Module

Reports module can be enabled in the project in the following two ways:

• During the creation of the project from the Enabled modules section in the feature settings of the project.
• From the Project Setting option in the Manage module.
  • On the home page of Insightloupe select the project for which you want to enable the reports module.
  • Go to the Manage section of the project
  • On the Manage section you will see Project Details and click on the Project Settings option on project details.
  • Click on the Feature Settings option and add the reports module in the Enabled modules section and click on the Save button.

Access to Reports

Reports module can be accessed from the following actions:

• Report from the Project List.

  1. On the home page of Insightloupe select the project for which you want to create/view the report.
  2. Click on reports of the project card in the project list that you have selected on the project home.

• Report from the Hamburger Menu.

  1. On the menu select the project from the project section for which you want to access the report.
  2. Click on the Reports module in the sub-menu of projects.

Creating Folder

The user can create a folder by clicking on the ADD FOLDER BUTTON and then adding the name of the folder.

Renaming or Deleting Folder

• Create a new folder with the updated name
• Move all reports from the old folder to the new folder by dragging the report using the drag and drop icon.
• Refresh the page and the old folder will get deleted from the folder section.

Creating a Report

An Insightloupe Report consists of a Title slide and TOC, which are automatically created when a user creates a new report, multiple sections where each section can have multiple slides. Users can add the following components to the slide to make the report interactive:

Creating a New Report

Follow the steps provided below to create a New Report:

1. Click on New Report button.
2. Add the title and the report type (report folder) in the fields and click on the Save button.

Users can also move a report from one folder to another folder by dragging the report from one to another.

Creating a Section

Follow the steps provided below to create a section of the Report:

1. Select the Edit Report option on the report that you have created.
2. Click on Add New Section to add a section and the user can edit the default name given to the section.

Creating Slides

Follow the steps provided below to create a slide:

1. Click on a new slide under the section that you have created.
2. All new slides are added to the end of the section by default and the user can reorder the slides.
3. Add a title and subtitle to the slide.

Adding Components to Slides

Follow the steps provided below to add different elements to the slide:

1. Click on the slide that you want to edit.
2. User can select from a list of elements in the edit mode options menu as follows:

Text Element

Users can add text to their slides with the help of this text element. This text can be formatted as per requirement using the text editor. While formatting the text, users can link the selected text to the Documents module with the selected text as a search query using the ‘Generate Insightloupe link’ option under the Add Link button.

Image Element

Users can add an image to their slide with the help of this image element. There are two ways by which users can add images to slide:

Upload a new image

1. Click on the image element.
2. Click on the upload image option and select the image you want to upload.
3. Select the image that you have uploaded and click on the Save button.

Add existing images from library

1. Click on the image element.
2. Select the already uploaded image and click on the Save button.

Chart Element

Users can add a Chart to their slide with the help of this chart element. It allows users to represent the data more interactively. There are two ways by which users can add charts to slides:

1. Click on the chart element option.
2. You will get two options to upload the chart to the slide.
   1. Configure your chart.
   2. Choose from the collection.

Configure your Chart

This option allows users to create new charts.

1. Click on configure your chart.
2. Select the document type(s) for which you are looking to create a chart.
3. Select the chart type from the dropdown option.
4. Select a parameter from the dropdown menu. Some charts can have multiple parameters depending on the chart type.
5. Click on the Save button.

Choose from a Collection

This option allows the user to choose the chart that the user has already created under project charts.

1. Click on choose from collection option.
2. Select the pre-existing chart that the user has created and click on the Save button.

Document Element

This will allow the user to create slides based on the documents uploaded by the user.

1. Click on the document element.
2. Select the document type.
3. Search the document using the patent number or the title of the document and click on Save.

Line Element

To add a line to your slide user can click on the line element and it will automatically add it to your slide. Users can change the start point, end point, style, color, and line width using the available options.

Shapes Element

To add shapes to your slide user can click on the shapes element and it will automatically add it to your slide. Users can choose different shapes, background colors, border styles, border colors, and border widths using the available options.

Callout Element

To add a callout to your slide user can click on the callout element and it will automatically add to your slide. Users can change the background color, border style, border color, and border width using available options.

Table Element

To add the table to the slide user can click on the table element and it will automatically add it to your slide. Users can add multiple rows and columns to the table. Users can also change the border width, border color, border style, background color, and cell alignment using the available options.

Copy/Paste Report Elements

Copy the following elements to any slide of an interactive report by using ctrl+c and ctrl+v. The copied element will be pasted at the same position on the slide with all the formatting retained by the report element.

• Text
• Image
• Chart
• Shapes
• Line
• Callout
• Table

Duplicate Report Element

Duplicate the report element on the same slide while retaining all the formatting of that specific element by clicking on the Duplicate icon on the toolbar or using Ctrl + D (Keyboard shortcut).

Clone Report

Follow the steps provided below to Clone a report:

1. In the report module select the report that you want to clone.
2. Click on report option and click on clone option to clone your report.

Keyboard Shortcuts

Insightloupe provides a set of keyboard shortcuts to quickly perform various actions while editing a slide. The shortcut menu can be accessed from:

1. Select the report and click the Edit Report option.
2. Click on the Edit Slide option and the user will find the Shortcut button next to the Save button.
3. It will display all the keyboard shortcut corresponding to the action they performed.

Editing Reports

All the reports on Insightloupe can be edited using the Edit Report option. Reports on Insightloupe can also be edited in present mode to make sudden changes to the slide. The user who has created the report can assign an editor to the report who will have access to edit the report.

Assign Editor Access

Follow the steps provided below to provide an Analyst editor access to the report:

1. Select the report to which you want to give the editor access.
2. Click on the Report option and select the Assign Editor option.
3. Now select the Analyst to who you want to give the editor access and click on the Save button.

Report Summarization

Insightloupe enables users to auto-generate a high-level summary based on the textual content on different slides of the report. The generated report summary allows users to gather an understanding of the key highlights and takeaways of the report without going through the entire report. Report summary will be generated based on the slide title, text content added to the different slides on the report and the content in the table on the report. Follow the steps provided below generate report summary:

1. In the Reports module, click on the Slide Show button on the report that you want to view.
2. In the Breadcrumb, click on the Summary button to auto-generate a report summary.
3. Now select the summary type you want to generate for the selected report:
   • Key Takeaways summary: This summarizes the report into 3 different sections Introduction, Key Takeaways, and Conclusion. 
   • Section Summary: This allows users to summarize individual section of the report. Clicking on the section title will redirect the users to that individual section in the report.
4. Using the feedback option on the summary, users can mark the generated summary as Good, neutral, or bad. 
   • The summary will be ranked from Best to worst based on the number of votes provided to the generated summary.
   • However, if there are no votes provided for the generated summaries then the system will show the summaries in reverse chronological order i.e., the latest generated summary will be visible first.
5. Click on the Regenerate button, to regenerate the report summary if you are not satisfied with the existing one.

Permission by Role

Users having a manager or who have been granted editor access can choose to edit the report, whilst users with viewer access can only view the report.

Role	Manager (assigned as editor)	Analyst (assigned as editor)	Viewer	Manager (not assigned as editor)	Analyst (not assigned as editor)
Can View	Yes	Yes	Yes	Yes	Yes
Can Edit	Yes	Yes	No	No	No
Can Clone	Yes	Yes	No	Yes	Yes
Can Export	Yes	Yes	Yes	Yes	Yes
Can Publish	Yes	Yes	No	No	No
Can Delete	Yes	Yes	No	No	No
Assign Editor	Yes	Yes	No	No	No
Add new report	Yes	Yes	No	Yes	Yes
Rearrange report folder	Yes	Yes	No	Yes	Yes
Add new report folder	Yes	Yes	No	Yes	Yes

Uploading Non-Interactive Reports

Insightloupe also allows user to upload report that is not created on Insightloupe. eg: word file, pptx file, excel file, etc.

Follow the steps provided below to upload the attachment:

1. Click on the new report section.
2. Add the title and the report type in the fields.
3. Click on the Select Attachment option and select the file you want to upload or drag the file and click on the Save button

Search Report

Users can search through reports using the Smart Search option. Users can search reports based on the report title, slide title, and section name and use logical operators to customize their queries.

Publish Report

Only the reports which are published by the user will be visible in the Reports module.

Follow the steps provided below to publish a report:

1. Select the report and click on the report option.
2. Click on Mark as Published to publish the report.

Export Report

There are two ways through which a user can export a report:

• Export report from Reports Module.
• Export report from Project Home.

User while exporting the report must Adjust the size of the chart window to avoid errors. Otherwise, the error would be “this chart contains too many elements to display the labels.”

Export Report from Report Module

Follow the steps provided below to export the report from Reports Module:

1. Click Reports in the navigation bar to go to the reports module.
2. Select an existing report and click the Edit or title link to go to the edit screen.
3. Click Download PDF or Download PPTX to generate a PDF or PowerPoint version of the report.
4. Each page will contain a link to the original Insightloupe report in the bottom right corner.
5. Open the PPTX file in Powerpoint to further edit the slides and charts.

Export Report from Project Home

Follow the steps provided below to export the report from Project Home:

1. Click on project home in the hamburger menu.
2. In the project home create a new report section or the user can edit the existing section of the report.
3. After creating the report section click on Export as PPTX to export the report in ppt format.

Add Reports Section on Project Home

Insightloupe allows users to have a report section on Project Home to provide quick glance to highlights of the report.

Follow the steps provided below to add a report section on Project Home:

1. Select the report and click on report option and click on Mark as Published to publish the report.
2. Go to the project home section and click on edit mode.
3. In edit mode user can edit the description and select the report which user wants to display in the report section on the project home and click on the Save button.
4. Click on Select Slide and add the slides that you want to display (maximum of 4 slides) and click on the Save button.

Adding Multiple Report Section

Insightloupe allows its user to have multiple report sections on the project home.

Follow the steps provided below to add a new report section on Project Home:

1. Select the report and click on report option and click on Mark as Published to publish the report.
2. Go to the project home section and click on edit mode.
3. Scroll down to the last page and there you will see an option of Add new report section.
4. Click on the Add new report section.
5. In edit mode user can edit the description and select the report which user wants to display in the report section on the project home and click on the Save button.
6. Click on Select Slide and add the slides that you want to display (maximum of 4 slides) and click on the Save button.

Delete Report Section

Follow the steps provided below to delete a report section on Project Home:

1. Go to the project home section and click on edit mode.
2. In the edit mode go to the report section which you want to delete.
3. Click on the Delete section button to delete the section.