---
title: "Add Event group to Trend Insights"
slug: "add-event-group-to-trend-insights-1"
updated: 2026-08-14T04:10:51Z
published: 2026-08-14T04:10:51Z
canonical: "support.whatfix.com/add-event-group-to-trend-insights-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Event group to Trend Insights

Group Guidance events (Default) and App events (Custom) events to analyze engagement. If you have created [Event groups](/product-analytics/docs/group-default-and-custom-events) to understand usage data, add the grouped event to Trend Insights and visualize the data using charts for a specific time period.

> [!WARNING]
> Note:
> 
> You cannot add session metrics to Event groups. For more information, see [Analyze sessions using Trend Insights](/product-analytics/docs/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](/product-analytics/docs/how-can-i-access-the-product-analytics-dashboard), click **Insights**. ![pa_click_insights_left_pane.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_insights_left_pane.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
2. Click **Create Insight**. ![pa_click_create_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_create_insight.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
3. Click **Trend Insights**. ![pa_click_trend_insights.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_trend_insights.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)

1. Click the **Give your insight a name** textbox and enter a name for your Insight. ![trend_give_your_insight_a_name.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_give_your_insight_a_name.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
2. Click the **Description** text box and enter a description that explains what the Trend Insight is about. ![trend_enter_a_description.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_enter_a_description.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)

          Info:

          

- The **Description** gives you context about the created Insight when added to a [Dashboard](/product-analytics/docs/dashboards-1).
- 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_select_anonymous_users.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)

          Note:

          

- By default, Insights data might 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/insights_event_identification_rate.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
- For more information on filtering users and understanding the Event identification rate, see [How can I filter unidentified users in Insights?](/product-analytics/docs/how-can-i-filter-unidentified-users-in-product-analytics)

1. Click the **Data source** icon and select the stage from which you want to get the data. ![trend_insight_data_source_option.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_data_source_option.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)

> [!WARNING]
> Note:
> 
> - For more information on obtaining analytics data from different stages, see [Get Analytics Data across CLM Stages](/product-analytics/docs/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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trends_choose_metric.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
2. Under **Event metrics**, select Total events or Unique users as required. ![trends_select_event_metrics.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trends_select_event_metrics.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
3. Click **Add event**. ![trends_click_add_event.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trends_click_add_event.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
4. Click **Event groups**. ![event_group_in_trends_click_event_groups.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/event_group_in_trends_click_event_groups.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
5. Select the required Event group and then click **Apply**. ![add_event_group_to_trend_insight_select_event_group.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_event_group_to_trend_insight_select_event_group.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
6. Click **Filter** or **Breakdown**. ![add_event_group_to_trend_insight_select_event_filter_breakdown.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_event_group_to_trend_insight_select_event_filter_breakdown.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)

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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_event_group_to_trend_insight_example.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)

> [!WARNING]
> 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_event_group_to_trend_insight_event_type.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
> - 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](/product-analytics/docs/user-filters-in-insights). ![trends_session_analytics_user_filter](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trends_session_analytics_user_filter.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)

          Info:

          

- To exclude specific filter values for which you don't require data, see [How can I exclude filter values in Product Analytics?](/product-analytics/docs/how-can-i-exclude-values-from-user-filters)
- To exclude blank filter values from your data, see [How can I exclude blank filter values in Insights?](/product-analytics/docs/how-can-i-exclude-blank-filter-values-in-insights)

1. In the **User breakdown** section, click **Add user breakdown**, and then select the desired [breakdown](/product-analytics/docs/user-filters-in-insights). ![trend_insights_click_add_user_breakdown.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_click_add_user_breakdown.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)

> [!NOTE]
> Info:
> 
> For more information on User filters and breakdown, see [Filter Insights data using User Filters and User Breakdown](/product-analytics/docs/user-filters-in-insights).

1. Once the setup is complete, scroll down to view the generated data chart. ![event_group_visualize_in_trends.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/event_group_visualize_in_trends.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)

> [!WARNING]
> Note:
> 
> - Visualize the data using different chart types. ![trend_insights_click_chart_type.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_click_chart_type.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
> - Filter data based on **Daily**, **Weekly**, and **Monthly** timeframes. ![date_week_month.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/date_week_month.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)
> - 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](/product-analytics/docs/ask-whatfix-ai) to get the AI summary. ![trend_insights_click_summarize_for_interpretation.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_click_summarize_for_interpretation.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)

1. Click **Save**. ![trends_click_save_option.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trends_click_save_option.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A41%3A40Z&se=2026-11-10T17%3A41%3A40Z&sr=c&sp=r&sig=H0JTRUbJUiQETdpCWi%2FoxIggYCsJh%2BSiVc2RqFL2zAc%3D)

> [!NOTE]
> Info:
> 
> Trend Insights with Event groups can be added to [Dashboards](/product-analytics/docs/create-dashboards) for reporting.

Guidance events include all events triggered when end users interact with Whatfix content or widgets within the application.

App events include engagement with User Actions, Autocaptured events (Beta), or events captured using the Whatfix API.

Shows overall behavior and engagement for both identified and anonymous (unidentified) users.

Users that Whatfix can detect and identify using a unique User ID.

Users that Whatfix cannot identify. These users are denoted by the Anonymized Whatfix IDs rather than an actual User ID.

The total number of times the event occurred.

The number of unique users who triggered the event.