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    Create Trend Insights
    • 22 Jul 2025
    • 7 Minutes To Read
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    Contents

    Create Trend Insights

    • Updated On 22 Jul 2025
    • 7 Minutes To Read
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    • PDF
    Article summary

    With Trend Insights, Whatfix enables you to turn all your user behavior and engagement queries into actionable insights.

    Use Trend Insights to:

    Analyze engagement with Whatfix content or the application: Analyze how end users engage with Whatfix content and widgets or the application.

    Analyze session data: Analyze session-related user behavior questions, such as how long end users stay in the application, how often they return, and how much time they spend. For more information, see Understand Session analytics and Analyze sessions using Trend Insights.

    Note:
    • Currently, you cannot analyze a combination of events and sessions in the same Trend Insight. You can either analyze engagement with events or analyze session data at a point in time.
    • Currently, you cannot filter session data by events. For example, you cannot analyze the number of users who clicked a specific User Action within a session.
    Use cases

    Analyze the number of users who engaged with a feature using the Chrome browser, grouped by User ID.

    Data setup:
    Event metrics: Total events
    App events: Account Tree
    User filter: Browser = chrome
    User breakdown: User Id

    trends_feature_engagement.png

    Visualized data:
    trends_feature_engagement_report.png

    Analyze Flows triggered from any source by new users, grouped by role.

    Data setup:
    Event metrics: Unique users
    Guidance events: Flow started
    Event breakdown: Content Title, Event Trigger Location
    User filter: Cohort = New users
    User breakdown: Role

    trends_flow_started_example.png

    Visualized data:
    data_visualized_new_user_example

    Analyze the total time the Sales department has spent in the application during the past month.

    Data setup:
    Session metrics: Total session time
    User filter: Department = Sales
    User breakdown: User Id

    trend_insights_session_metric_total_session_time_example.png

    Visualized data:
    trend_insights_total_session_time_example_sales_department.png

    Steps to create a Trend Insight

    Analyze engagement with Whatfix content or the application with Trend Insights

    Use the following steps to analyze engagement with Whatfix content or the application:

    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 to 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 be changed after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.

    1. Click Choose metric.
      trends_choose_metric

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

    3. Click Add event and then add the required Guidance events, App events, or Event groups.
      trends_insights_click_add_event.png

    Info:
    • The following image shows an event added:
      trend_insights_event_added.png
    • Add up to 10 events to an insight.
    1. Add the required Filter and Breakdown for the event.
      trend_insights_add_event_filter_breakdown.png
    Info:

    For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights.

    1. In the User filter section, click Add user filter, and then select the desired filter to filter events based on user properties such as city, country, or browser.
      trends_session_analytics_user_filter

    Info:

    1. In the User breakdown section, click Add user breakdown, and then select the desired breakdown to group events based on user properties such as city, country, or browser.
      trend_insights_click_add_user_breakdown.png

    2. Once the setup is complete, scroll down to view the generated data chart.
      trend_insights_chart_generated.png

    Note:

    • Visualize the data using different metrics and 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
    Note:

    You can add the Trend Insight to a Custom Dashboard. Click the icon next to the Select user type filter to check if the Insight is part of a Dashboard.
    insight_part_of_dashboard.png

    Analyze sessions with Trend Insights

    Note:
    • Whatfix captures session data for all accounts that performed a push to Production after May 20, 2025.
    • Activities performed within a session include engagement with Whatfix content, triggering User Actions, and Page Views.

    Use the following steps to analyze sessions:

    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 to 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

    2. Under Session metrics, select the desired session metric. To know the descriptions of the session metrics, see Analyze sessions using Trend Insights.
      session_analytics_session_metrics_choose_session_metric.png

    Note:
    • Currently, session metrics don’t have any filters or breakdowns.
    • The following image shows a session metric added:
      session_analytics_session_metric_added.png
    • Currently, Whatfix enables you to visualize only one session metric per Trend Insight.
    1. In the User filter section, click Add user filter, and then select the desired filter to filter session data based on user properties such as city, country, or browser.
      trends_session_analytics_user_filter

    Info:

    1. In the User breakdown section, click Add user breakdown, and then select the desired breakdown to group session data based on user properties such as city, country, or browser.
      session_analytics_user_breakdown

    2. Once the setup is complete, scroll down to view the generated data chart.
      session_analytics_example_no_of_sessions_visual

    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
    Note:

    You can add the Trend Insight to a Custom Dashboard. Click the icon next to the Select user type filter to check if the Insight is part of a Dashboard.
    insight_part_of_dashboard.png

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