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Report building / customisation #22

@digitalWestie

Description

@digitalWestie

Report building / customisation

Reports can be compiled using the Sensemaking tools report tool.

The goal is to allow the admin/analyst to customise the report by choosing what sections they want to add.

At the moment, the tool produces a report using this structure:

Current report structure

1. Report Header

  • Report title (from metadata)

2. About This Report (Introduction Section)

  • Summary paragraph with; Total statements count, Total votes count, Number of topics identified, Number of subtopics identified
  • Explanation of alignment terminology:
    • High alignment: 70%+ of participants voted the same way (e.g., 70% agree, or 70% disagree)
    • Low alignment: Votes were about split between participants (e.g., 40% agree, 60% disagree, or vice versa)
    • Uncertainty: More than 30% of participants voted "Unsure/pass"
  • Breakdown widgets showing: Total statements, Total votes, Topics captured

3. Conversation Overview

  • High-level overview of topics discussed
  • Percentage of statements categorised under each topic (note: percentages may add up to greater than 100% when statements fall under more than one topic)
  • Topics overview visualisation (interactive chart showing topic distribution)

4. Participant Alignment (Cross-Topic View)

  • Toggle buttons to switch between:
    • High alignment
    • Low alignment
    • Uncertainty
  • Shows top statements across all topics and subtopics for the selected alignment type
  • Displays up to 12 statements per category, sorted by alignment score

5. Topic Sections (One per Topic)

Each topic section includes:

Topic Header

  • Topic name
  • Share button
  • Breakdown showing: no. of subtopics, total statements, total votes

Topic Visualisation

  • Interactive chart showing alignment within the topic
  • Toggle between "Groupings" (solid) and "Statements" (waffle) views

Subtopic Sections (Expandable Accordion)

For each subtopic:

Subtopic Stats
  • Statement count
  • Vote count
  • Relative alignment level (high/moderately high/moderately low/low) compared to other subtopics
  • Relative engagement level compared to other subtopics
Prominent Themes
  • Up to 5 themes identified from statements within the subtopic
  • Short descriptions of each theme
  • Based on statement text analysis (not vote information)
  • Sensemaker attempts to account for differing viewpoints in how it presents themes
High Alignment Statements
  • Statements where 70% or more of participants agreed or disagreed
  • Up to 12 top statements shown (sorted by alignment score)
  • Includes citations to original statements with vote counts
  • Only statements with 20+ votes are included (to avoid misleading impressions from small sample sizes)
Low Alignment Statements
  • Statements where opinions were split (40–60% of voters either agreed or disagreed)
  • Up to 12 top statements shown (sorted by alignment score)
  • Includes citations to original statements
High Uncertainty Statements
  • Statements with high levels of uncertainty
  • Criteria: Among the 25% most passed-on in the conversation as a whole, OR passed on by at least 20% of participants
  • Up to 12 top statements shown (sorted by uncertainty score)
  • Includes citations to original statements
View All Statements Button
  • Opens a side drawer showing all statements in the subtopic
  • Organised by alignment category (high/low/uncertainty/uncategorized)

6. Statement Drawer (Side Panel)

When "View all statements" is clicked, displays:

High Alignment Statements

  • All statements (not just top 12) where 70%+ voted the same way
  • Sorted by alignment score

Low Alignment Statements

  • All statements where opinions were split (40–60%)
  • Sorted by alignment score

High Uncertainty Statements

  • All statements meeting uncertainty criteria
  • Sorted by uncertainty score

Uncategorized Statements

  • Statements that don't meet criteria for high alignment, low alignment, or high uncertainty
  • Sorted by agree rate

Navigation

  • Left sidebar with:
    • "Report Overview" button (scrolls to overview section)
    • Expandable topic list showing statement counts for each topic
    • Clickable subtopic links that expand the accordion and scroll to the subtopic

Data Sources

The report content is generated from three JSON files:

  1. Summary JSON (summary.json): Contains LLM-generated narrative text including:

    • Overview section
    • Theme descriptions for each subtopic
    • Common ground and differences of opinion summaries
    • Citations to referenced statements
  2. Topic Stats JSON (topic-stats.json): Contains:

    • Topic and subtopic structure
    • Statement and vote counts
    • Alignment and engagement metrics
    • Relative alignment/engagement labels
  3. Comments JSON (comments-with-scores.json): Contains:

    • Individual statements with full text
    • Vote counts (agree/disagree/pass)
    • Alignment scores (high/low/uncertainty)
    • Topic and subtopic assignments
    • Filter flags

Notes

  • Statements can belong to multiple topics, which is why topic percentages may sum to more than 100%
  • Only statements with 20+ votes are included in alignment analysis to ensure statistical significance
  • The report combines AI-generated summaries (themes, overview) with data-driven visualizations and statement cards based on vote statistics
  • All citations are interactive and can be hovered to see original statement text and vote counts

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