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Generate and view insight reports

Reports provide aggregated analysis of your project's insights across multiple conversations, turning individual meetings into actionable business trends.

View your project reports​

Once you have defined Insights and assigned teams to a project, Harmony automatically generates visual reports as new meetings are completed.

  1. Click Insights in the navigation sidebar.
  2. Select your Project from the list.
  3. Click the Reports tab.

As soon as a meeting finishes processing, its data is instantly added to the aggregated totals in your project.

Filter report data​

Use filters to narrow down the data and identify specific patterns across different timeframes or teams.

  1. Locate the Filter bar at the top of the Reports tab.
  2. Select a filter you might need.
  3. Filter by Date Range to narrow down the results (e.g., "Last 7 days" or "Custom range").
  4. Filter by Teams to compare performance between different groups.
  5. Filter by Tags or Meeting Status to ensure you are only viewing the relevant data.

Understanding report visualizations​

Each type of Insight generates a specific visualization tailored to the data it extracts:

  • Donut Charts: Show the distribution of binary answers (Yes/No) or categories.
  • Radar Graphs: Visualize multi-dimensional scores, such as SPIN selling distribution.
  • Bar/Line Charts: Track how a specific metric, like "Competitor Mentions," trends over time.
  • Heatmaps: Display engagement levels or sentiment shifts across the meeting duration.

Troubleshooting​

The report is empty
Reports require at least one Definition in the Configuration tab and at least one completed meeting from an assigned team. If you just added a new Insight, you may need to Rerun the project on past meetings.

Data seems outdated
Check your Filter settings to ensure you aren't looking at a past date range. If the definitions were recently changed, navigate to the Rerun tab to re-analyze historical conversations with the new logic.