Introduction
Self Help Analytics enables you to understand how your end users are engaging with the Self Help on your application. The Dashboard contains various Insights, such as Self Help opened, Queries served, and more to help you understand end-user engagement with Self Help.
Note:
The Dashboard includes analytics for both the Old and New Self Help experiences.
The following functionalities are possible in the New Guidance Analytics Dashboard experience for Self Help Analytics:
View end-user engagement data for Self Help in easy to understand visual formats.
Understand the description of the metrics and the events that are used to calculate the metrics. For more information, see Metrics on the Self Help Analytics Dashboard.
Add Filters, such as city, country, and more, to filter the data on the Dashboard.
Filter your data based on daily, weekly, monthly, or custom time frames.
Add Event Filters to drill down on the event. For example, find the number of users who opened a Flow called Onboarding from a Self Help segment called Guide.
Add User Filters to filter the users who engaged with the content. For example, find the number of users who opened any content on Self Help using the Chrome browser.
Change the chart type of the Insight, wherever applicable.
View top metrics, such as the date on which end users engage the most with the event or daily average of engagement, and percentage changes in end-user engagement.
Export the Dashboard.
Access Self Help Analytics
Use the following steps to access the Self Help Analytics page:
- On the Whatfix Guidance dashboard, click Guidance analytics.
In the menu, click Self Help.
Hover your cursor over the i icon to view the description of the Insight. For example, the description of Self Help opened is the total number of times end users opened Self Help.
Click the Menu icon, and then click Filter to view the User or Event Filter added to the Insight.
Click Event Filters and then click the metric.
Select any Event Filter, such as Segment Name, Content Title, and more. Event Filters help you drill down on the event. For example, analyze the number of users who consumed any content from the Self Help called Default Segment. For more information, see Filter events using Event Filters and breakdown.
Info:
Some metrics may be calculated using more than one event. To view all the events that make up the metric, click the metric, and then click Event Type.
Click User Filters to filter users based on city, country, device, and more. For example, analyze the number of users who engaged with content in Self Help using the Chrome browser. For more information on User Filters, see Filter Insights data using User Filters and User Breakdown.
Click Chart type to change the chart type from the existing chart to your preferred chart type, wherever the option is available. For more information, see Understand Trend Insights.
Note:
Whatfix also enables you to perform the following actions:
Change the time frame of the data on the Dashboard.
Search for data in tables.
Export table data. Click the Menu icon, and then click Download table.
Filter the data on the Dashboard by browser, city, country, and more. This filter is applied to all Insights that are part of the Dashboard. The badge next to Filter indicates the number of filters added to the Dashboard.
Export the Dashboard as a PDF to your local drive.
Whatfix enables you to export the Insights in the Dashboard using an API. This requires you to have the Insight ID, which you can find on the corresponding Insight on the Dashboard. Click the Menu icon, and then click Copy insight ID. Contact support@whatfix.com to export the Insight using an API.
All the changes you make to the Dashboard, such as adding User or Event filters, changing the time frame, chart type, and more, are not saved to the Dashboard. The Dashboard is reset to its default state next time you access it. However, Whatfix enables you to export the Dashboard with the filters added.
