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    Add Event group to Trend Insights
    • 18 Jul 2025
    • 3 Minutes To Read
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    Contents

    Add Event group to Trend Insights

    • Updated On 18 Jul 2025
    • 3 Minutes To Read
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    Article summary

    Group Guidance events (Default) and App events (Custom) events to analyze engagement. If you have created Event groups to understand usage data, add the grouped event to Trend Insights and visualize the data using charts for a specific time period.

    Note:

    You cannot add session metrics to Event groups. For more information, see Analyze sessions using Trend Insights.

    Use cases

    • Understand the end-user engagement with each content type within Self Help.
    • Understand the engagement across different features in the application.

    Use the following steps to add an Event group to Trend Insights:

    1. On the Whatfix Analytics dashboard, click Insights.
      ia_left%20nav_insights

    2. Click Create insights.
      create_insights

    3. Click Trend Insights.
      trend_insights

    1. Click the Give your insight a name textbox and enter a name for your Insight.
      trend_give_your_insight_a_name.png

    2. Click the Description text box and enter a description that explains what the Trend Insight is about.
      trend_enter_a_description.png

    Info:
    • The Description gives you context about the created Insight when added to a Dashboard.
    • It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members.

      1. From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
        trend_insight_select_anonymous_users.png

    Note:
    • By default, Insights data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users.
    • The Event identification rate indicates the percentage of events Whatfix is able to attribute to uniquely identified users.
      insights_event_identification_rate.png
    • For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Insights?

    1. Click the Data source icon and select the stage from which you want to get the data.
      trend_insight_data_source_option.png
    Note:

    • For more information on obtaining analytics data from different stages, see Get Analytics Data across CLM Stages.

    • The stage cannot change after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.

    1. Click Choose metric.
      trends_choose_metric.png

    2. Under Event metrics, select Total events or Unique users as required.
      trends_select_event_metrics.png

    3. Click Add event.
      trends_click_add_event.png

    4. Click Event groups.
      event_group_in_trends_click_event_groups.png

    5. Select the required Event group and then click Apply.
      add_event_group_to_trend_insight_select_event_group.png

    6. Click Filter or Breakdown.
      add_event_group_to_trend_insight_select_event_filter_breakdown.png

    Example

    The Event group, Self Help queries served contains the following events:

    • Article viewed
    • Flow started
    • Video link clicked
    • Link opened

    Breakdown the Event group by Content Title and Event Type to understand the number of users who interacted with the content in Self Help.
    Event group: Self Help queries served
    Breakdown: Content Title and Event Type
    add_event_group_to_trend_insight_example.png

    Note:
    • The Event Type filter is available for all Event groups. This filter enables you to filter the event group based on the events added to the group.
      add_event_group_to_trend_insight_event_type.png
    • If you've added two events to an Event group, Trend Insights only lists the filters and breakdowns that are common for both events added to the group. For example, if you've added a User Action and a Guidance event, such as Self Help Closed, only the common filters between the events are listed. If there are no common filters, only Event Type is shown as a filter.
    1. In the User filter section, click Add user filter, and then select the desired filter.
      trends_session_analytics_user_filter

    Info:

    1. In the User breakdown section, click Add user breakdown, and then select the desired breakdown.
      trend_insights_click_add_user_breakdown.png
    Info:

    For more information on User filters and breakdown, see Filter Insights data using User Filters and User Breakdown.

    1. Once the setup is complete, scroll down to view the generated data chart.
      event_group_visualize_in_trends.png
    Note:

    • Visualize the data using different chart types.
      trend_insights_click_chart_type.png

    • Filter data based on Daily, Weekly, and Monthly timeframes.
      date_week_month.png

    • Click Summarize to generate an AI summary of the Trend Insight. This helps you interpret the data more easily and understand key patterns. You need to enable Ask Whatfix AI to get the AI summary.
      trend_insights_click_summarize_for_interpretation.png

    1. Click Save.
      trends_click_save_option.png
    Info:

    Trend Insights with Event groups can be added to Dashboards for reporting.

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