---
title: "Add User List in Trend Insights"
slug: "add-user-list-in-trend-insights"
updated: 2026-04-29T08:36:48Z
published: 2026-04-29T08:36:48Z
canonical: "support.whatfix.com/add-user-list-in-trend-insights"
---

> ## 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 User List in Trend Insights

Filter User Lists as [User filters](/product-analytics/docs/user-filters-in-insights) in Trend Insights to drill down on the user behavior. This feature enables the inclusion or exclusion of specific user groups from data analysis.

### Use cases

- Identify how many Marketing team members completed an onboarding Task List.
- Determine the average session duration of new users in the application.
- Determine how many users in a region specific User List interacted with a Pop-up.
- Analyze how many users completed a Flow shown only to new members of the Sales team.

---

Expand the following accordions for more details:

**Filter users who engaged with Whatfix content or the application based on User Lists**

Use the following steps to filter users who engaged with Whatfix content or the application based on User Lists:

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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

1. Click the **Give your insight a name** text box 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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
3. 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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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.
2. Click **Choose metric**. ![trends_choose_metric](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trends_choose_metric.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
3. 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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
4. Click **Add event** and then add the required **Guidance events**, **App events**, or **Event group**. ![trends_insights_click_add_event.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trends_insights_click_add_event.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
5. Add the required **Filter** or **Breakdown** for the event. ![trend_insights_add_event_filter_breakdown.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_add_event_filter_breakdown.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

> [!NOTE]
> Info:
> 
> For more information on Event Filters and Breakdown, see [Filter events using Event Filters and Breakdown in Trend insights](/product-analytics/docs/event-filters-and-breakdown-in-trend-insights).
6. In the **User filter** section, click **Add user filter**, search **User List**, and then select it. ![User_list_user_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/User_list_user_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

> [!WARNING]
> Note:
> 
> Whatfix enables you to add only up to two User Lists as User filters.
7. Select the desired User List to filter users, and then click **Apply**. In this example, **New users** is the User List. ![trend_insights_select_desired_cohort_to_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_select_desired_cohort_to_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

> [!NOTE]
> Info:
> 
> - User Lists are available only in the **User filter** section.
> - Whatfix also enables you to add [Cohorts created with User lists](/product-analytics/docs/create-a-user-list) as a User filter.
> - Use **Does not equal to** to exclude a User list from your analysis. For more information, see [How can I exclude filter values in Product Analytics?](/product-analytics/docs/how-can-i-exclude-values-from-user-filters) ![Does_not_equal_to_User_list.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Does_not_equal_to_User_list.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
8. In the **User breakdown** section, click **Add user breakdown**, and then select the desired breakdown. ![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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
9. After the setup is complete, scroll down to view the generated data. ![Flow_completed.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Flow_completed.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

> [!WARNING]
> Note:
> 
> - Visualize the data using different metrics and 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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
> - Filter data based on **Daily**, **Weekly**, or **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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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/use-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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
10. 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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

**Filter session data based on User Lists**

Use the following steps to filter [session data](/product-analytics/docs/understand-session-analytics) based on User Lists in 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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

1. Click the **Give your insight a name** text box 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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
3. 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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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.
2. Click **Choose metric**. ![trends_choose_metric](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trends_choose_metric.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
3. Under **Session metrics**, select the desired Session metric. For more information, see [Analyze sessions using Trend Insights](/product-analytics/docs/analyze-sessions-using-trend-insights). ![session_analytics_session_metrics_choose_session_metric.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/session_analytics_session_metrics_choose_session_metric.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

> [!WARNING]
> Note:
> 
> - Currently, session metrics don’t have any filters or breakdowns.
> - The following image shows a session metric added: ![session_metric_total_session_time.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/session_metric_total_session_time.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
> - Currently, Whatfix enables you to visualize only one session metric per Trend Insight.
4. In the **User filter** section, click **Add user filter**, search **User List**, and then select it. ![User_list_user_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/User_list_user_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

> [!WARNING]
> Note:
> 
> Whatfix enables you to add only up to two User Lists as User filters.
5. Select the desired User List to filter users, and then click **Apply**. In this example, **New users** is the User List. ![trend_insights_select_desired_cohort_to_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_select_desired_cohort_to_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

> [!NOTE]
> Info:
> 
> - User Lists are available only in the **User filter** section.
> - Whatfix enables you to add [Cohorts created with User lists](/product-analytics/docs/create-a-user-list) as User filter.
> - Use **Does not equal to** to exclude a User lists from your analysis. For more information, see [How can I exclude filter values in Product Analytics?](/product-analytics/docs/how-can-i-exclude-values-from-user-filters) ![Does_not_equal_to_User_list.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Does_not_equal_to_User_list.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
6. In the **User breakdown** section, click **Add user breakdown**, and then select the desired breakdown. ![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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
7. Scroll down to view the generated data chart.

![Table_Trend_Insights.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Table_Trend_Insights.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

> [!WARNING]
> Note:
> 
> - Visualize the data using different metrics and 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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
> - Filter data based on **Daily**, **Weekly**, or **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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%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/use-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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)
8. 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=2026-11-12T07%3A26%3A29Z&se=2026-11-12T08%3A26%3A29Z&sr=c&sp=r&sig=ifCl0n%2Fg6Jpo9f0hzqj0P9M0aYOzV%2F%2FBiBPflrpbRCI%3D)

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.

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.

Whatfix enables you to group Guidance and App events and form an Event group to visualize engagement.