Copy Trend Insights
- 16 Aug 2024
- 2 Minutes To Read
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Copy Trend Insights
- Updated On 16 Aug 2024
- 2 Minutes To Read
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Copying a Trend Insight enables you to create a copy of an existing Trend Insight to add any new events and associated filters and breakdowns, and change the user filters, user breakdowns, chart type, or date. This minimizes time and effort, as it helps you avoid creating an entirely new Trend Insight to visualize it with updated parameters.
Whatfix enables you to copy Trend Insights in the following three ways:
- Copy Trend Insight from the list view
- Copy Trend Insight from within an existing Trend Insight
- Save changes made to an existing Trend Insight to a new Trend Insight
Copy Trend Insight from the list view
Use the following steps to copy a Trend Insight from the list view:
- On the Whatfix Analytics dashboard, click Insights.
- Hover your cursor over the Trend Insight you want to copy, and then click the Copy icon.
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The copy of the Trend Insight gets created as Copy Of [Trend Insight name]. The copied Trend Insight gets created at the top of the list.
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Click the copied Trend Insight and edit the name.
Copy Trend Insight from within an existing Trend Insight
Use the following steps to copy a Trend Insight from within an existing Trend Insight:
- On the Whatfix Analytics dashboard, click Insights.
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Click the Trend Insight that you want to copy.
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At the top, click the Copy icon.
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The Copy icon is visible only if you don't make any changes to the existing Trend Insight.
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On the Give your insight a name. pop-up, enter the name of the new Trend Insight.
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Click Make a copy.
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Once the new Trend Insight is created from the existing Trend Insight, on the Insight created pop-up, click Go to Insight to view and edit your new Trend Insight.
Save changes made to an existing Trend Insight to a new Trend Insight
While editing an existing Trend Insight, Whatfix enables you to save the changes to a new Trend Insight or save them in the existing Trend Insight.
Use the following steps to save the changes to a new Trend Insight from an existing Trend Insight:
- On the Whatfix Analytics dashboard, click Insights.
- Click the Trend Insight that you want to edit.
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For more information on editing a Trend Insight, see Edit Trend Insights.
- Make the required changes, and then click Save as.
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- The Save as button is enabled only if you make any changes to the Trend Insight.
- If you don't make any changes to the Trend Insight, only the Copy icon is visible.
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On the Give your insight a name. pop-up, enter the name of the new Trend Insight.
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Click Save as new insight.
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- A new Trend Insight is created exactly similar to the existing Trend Insight.
- On the Insight created pop-up, click Go to Insight to view and edit your new Trend Insight.
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Any changes made to an Insight that's part of Dashboards are reflected in the Dashboards as well. If you don't want the changes made to the Insight to be reflected in all the Dashboards it's part of, save the Insight as a copy without the changes. Use the copied Insight in other Dashboards, and any changes made to this Insight do not impact the original Insight in the other Dashboards.
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