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Generate and view insight reports

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

View your project reports​

Once you've defined Insights and assigned teams to a project, Harmony generates visual reports automatically 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 the Filter bar at the top of the Reports tab to narrow down what you're seeing.

You can filter by Date Range to compare performance week-over-week or month-over-month, by Teams to see how different groups perform against the same definitions, or by Tags and Meeting Status to focus on specific subsets of your data.

Filters combine together, so you can get as specific as you need.

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 use the Rerun tab to process past meetings.

Data seems outdated: Check your Filter settings to make sure you're not looking at a past date range. If you recently changed definitions, go to the Rerun tab to re-analyze historical conversations with the new logic.