--- title: "Copy Trend Insights" slug: "copy-trend-insights" updated: 2026-08-14T04:05:13Z published: 2026-08-14T04:05:13Z canonical: "support.whatfix.com/copy-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. # Copy Trend Insights Copying a Trend Insight enables you to create a copy of an existing Trend Insight to add any new events associated filters, breakdowns, and to change user filters, user breakdowns, chart type, or date. This process minimizes time and effort by avoiding the need to create an entirely new Trend Insight to visualize 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 as a new Trend Insight Expand the following accordions for more details: **Copy Trend Insight from the list view** Use the following steps to copy a Trend Insight from the list view: 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%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) 1. Hover your cursor over the Trend Insight you want to copy, and then click the **More** icon. ![trend_insights_click_more_to_copy.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_click_more_to_copy.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) 2. Click **Make a copy**. ![funnel_copy_funnel_make_a_copy.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_copy_funnel_make_a_copy.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) > [!NOTE] > Info: > > Whatfix creates a copy of the Trend Insight as **Copy Of [Trend Insight name]**. 1. On the **Insight created** dialog box, click **Go to insight** to [modify the new Insight](/product-analytics/docs/edit-trend-insights). ![trends_go_to_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trends_go_to_insight.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) > [!WARNING] > Note: > > - The following modifications are possible: > - Enter a new name or description for the Insight. > - Add new events or filters. > - Change the metric, chart type, and timeframe. > - You cannot edit the **Data source** of an existing Trend Insight. ![trend_insights_click_data_source_.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_click_data_source_.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) 1. Click **Save** on the modified Insight. ![edited_trend_insight_save.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edited_trend_insight_save.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) **Copy Trend Insight from within an existing Trend Insight** Use the following steps to copy a Trend Insight from within an existing Trend Insight: 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%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) 1. Click the Trend Insight that you want to copy. ![trend_insight_click_trend_insight_to_copy.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_click_trend_insight_to_copy.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) 2. Click the **More** icon. ![trends_click_more_icon.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trends_click_more_icon.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) 3. Click **Copy**. ![trends_click_copy_icon.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trends_click_copy_icon.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) > [!WARNING] > Note: > > The **Copy** option is disabled if you edit the existing Insight. 1. On the **Give your insight a name.** dialog box, edit the name of the new Trend Insight. ![name_trend](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/name_trend.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) 2. Click **Make a copy**. ![make_a_copy_trend](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/make_a_copy_trend.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) > [!NOTE] > Info: > > Once the new Trend Insight is created from the existing Trend Insight, in the **Insight created** dialog box, click **Go to insight** to view and [edit your new Trend Insight](/product-analytics/docs/edit-trend-insights). ![go_to_insight_trend](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/go_to_insight_trend.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) **Save changes made to an existing Trend Insight as 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: 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%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) 1. Click the Trend Insight that you want to edit. ![trend_insight_click_trend_insight_to_copy.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_click_trend_insight_to_copy.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) > [!NOTE] > Info: > > For more information on editing a Trend Insight, see [Edit Trend Insights](/product-analytics/docs/edit-trend-insights). 1. Make the required changes, and then click **Save as**. ![trend_save_as_after_edit.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_save_as_after_edit.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) > [!NOTE] > Info: > > The **Save as** button is enabled only if you make any changes to the Trend Insight. 1. In the **Give your insight a name.** dialog box, edit the name of the new Trend Insight. ![new_insight_name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/new_insight_name.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) 2. Click **Save as new insight**. ![save_as_new_insight_trend_insight_new](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/save_as_new_insight_trend_insight_new.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) > [!NOTE] > Info: > > - A new Trend Insight is created exactly like the existing Trend Insight. > - In the **Insight created** dialog box, click **Go to insight** to view and edit your new Trend Insight. ![go_to_insight_trends_new](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/go_to_insight_trends_new.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D) Note Any changes made to an Insight that is part of [Dashboards](/product-analytics/docs/create-dashboards) reflect in the Dashboards as well. If you don't want the changes made to the Insight to reflect in all the Dashboards it is part of, save the Insight as a copy without the changes. Use the copied Insight in other Dashboards, and changes made to this Insight do not impact the original Insight in the other Dashboards. ![save_changes_insight](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/save_changes_insight.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A34Z&se=2026-11-10T17%3A31%3A34Z&sr=c&sp=r&sig=d7R41OL%2BfSGBDB0yJ%2FlaO%2FNzZhYo7LluSbdlhnK7sok%3D)