Top
Create Summary Insights for EI
  • 26 Aug 2025
  • 1 Minute zum Lesen
  • Dunkel
    Licht
  • pdf

Create Summary Insights for EI

  • Dunkel
    Licht
  • pdf

The content is currently unavailable in German. You are viewing the default English version.
Artikel-Zusammenfassung

Summary Insight enables you to view the metrics for all the applications in a single table. Add different metrics and view insights for various applications.

For example, if you want to analyze the Application Utilisation % across all applications, select the Application Utilisation % metric and Summary Insight displays the utilisation % across all applications.
ecc_summary_insight_example

Use the following steps to create a Summary Insight:

  1. On the Enterprise Insights dashboard, click Insights.
    ecc_ia_insights

  2. Click Create insights.
    ECC-CreateInsights

  3. Click Summary Insights.
    ECC_Summary insights

  1. Click the Edit icon to enter the title for your Summary Insight.
    ECC_summary insights_name

  2. In the Groups section, select Application using the dropdown.
    ECC_Groups_Application

  3. In the Metrics section, click + Add metrics.
    ecc_add metrics

  4. Click Guidance Metrics or Custom Metrics based on the metric you want to add.
    ecc_guidance_custom

your title goes here
  • Guidance Metrics include Whatfix DAP engagement events. Custom Metrics include application adoption metrics. For more information on metrics, see List of metrics in Summary Insights.
  • All the events appear in the dropdown even if they've not been engaged with or interacted with.
  1. Click + Add filter to filter the data based on certain criteria, such as User ID.
    ecc_add_filter_summary_insights

    For example, analyze the number of times new users, identified by their User ID, have viewed a page in an application. For more information on the filters available in Summary Insights, see Understand Filters in Summary Insight.

your title goes here
  1. Scroll down to see the data that is generated.
    ECC_summary Insight
your title goes here
  • To filter your data based on the Applications, select the relevant Applications and then click Apply.
    ecc_filter
  • To export Summary Insight, see Export Summary Insight.
  1. Click Save.
    ECC-Save-SumInsight

War dieser Artikel hilfreich?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.