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    Trend Insights for EI
    • 26 Aug 2025
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    Inhalt

    Trend Insights for EI

    • Aktualisiert am 26 Aug 2025
    • 4 Minuten zu lesen
    • Drucken
    • Dunkel
      Licht
    • pdf
    The content is currently unavailable in German. You are viewing the default English version.
    Artikel-Zusammenfassung

    Overview

    Whatfix provides out-of-the-box analytics that display engagement metrics for all Whatfix content, as well as insights into application usage and session activity across applications in easy-to-understand visual formats.

    Sometimes, creating a custom report that displays data based on specific business needs becomes necessary. For example:

    • See how many users started Flows in three different applications
    • Compare feature adoption across applications
    • Measure the average time users spend across applications

    ei_trend_insights_sample.png

    With Trend Insights, Whatfix enables you to turn all your queries into actionable Insights. This solution serves as a one-stop resource for all reporting needs. Create custom engagement reports to obtain more in-depth information at a granular level.

    Benefits of Trend Insights

    • Eliminates the need for third-party applications and saves time in creating custom reports.

    • Drills down data at a user level.

    • Draws detailed and in-depth reports on each content type.

    Understand the modules in Trend Insights

    The following are the modules in Trend Insights:

    • Metrics
    • Events
    • Applications
    • User filter
    • User breakdown
    Info:

    Expand the accordions for more details.

    Metrics

    A metric is a numerical value that measures user activity or behavior. Trend Insights uses metrics to track events and sessions.

    Event metrics: Event metrics are calculated each time a user performs a specific event. There are two types of Event metrics: Total events and Unique users.
    Types of event metrics
    Total events: The total number of times the event occurred.
    Unique users: The number of unique users who triggered the event.

    trend_insights_event_metrics.png

    Note:

    Use the Event metrics to analyze engagement with Whatfix content, widgets, and applications.

    Session metrics: Session metrics enable you to analyze how frequently end users engage with applications and how long they remain active across applications. Whatfix provides session metrics such as Total number of sessions and Average session time. For more information on the descriptions of the session metrics, see Analyze sessions using Trend Insights in EI.

    trend_insights_choose_metric_session_metrics.png

    Events

    Events serve as the core components of any Trend chart. Events are triggered when end users perform any action on the Whatfix content, widgets, or the application.

    There are two types of Events:

    • Guidance events
    • App events

    Guidance events: Guidance events include all events triggered when end users interact with Whatfix content or widgets across applications. To view the complete list of available Whatfix-related events, see List of Whatfix-related Events.

    trend_insights_guidance_events.png

    App events: App events include engagement with User Actions, other events captured using the Whatfix API, and more across applications.

    trend_insight_app_events.png

    Event groups: Whatfix enables you to group Guidance and App events and form an Event group. Event groups can be visualized using Trend Insights.

    trend_insights_event_groups.png

    Applications

    Trend Insights in Enterprise insights enable you to filter Whatfix content engagement and application usage across applications.

    Note:

    The Applications filter is not applicable for session analytics.

    Example: Analyze the number of users who started Flows in Salesforce and Successfactors.
    ei_trend_insights_applications_sample.png

    Event filters and breakdowns

    Events, both Guidance and App, contain filters to narrow down events based on event properties, such as Segment Name or Content Title. Event breakdowns enable you to group and visualize the filtered events by a specific event property, such as Segment Name or Content Title.

    Example: Analyze the number of users who started onboarding Flows triggered from any source across applications.

    ei_event_filter_breakdow_sample.png

    Info:

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

    User filter

    User filters enable you to narrow down the data shown by applying conditions based on user properties, such as browser, operating system, city, or country.

    Example: For the Flow started event, refine results to show data only for those who triggered Flows from the Chrome browser or from a specific location across applications.

    ei_trends_insights_user_filter_sample.png

    For more information on User filters, see Filter Trend Insights in EI using User filters and User breakdown.

    User breakdown

    User breakdowns enable you to group and visualize the filtered data by a specific user property, such as city, browser, or OS. This changes the chart to show how different groups of users behave within the selected segment.

    Example: Consider the Flow started event with User filter set as Chrome browser. Configuring the User breakdown as City, displays the chart based on all the locations from which users started Flows using Chrome browser across applications.

    ei_trends_insights_user_breakdown_sample.png

    For more information on User breakdown, see Filter Trend Insights in EI using User filters and User breakdown.

    Use Cases

    The following are simple use cases to try out with Trend Insights:

    Info:

    Expand the accordions for more details.

    Analyze the feature adoption across applications

    Add the following event, applications, filter, and breakdown in Trend Insights to obtain the report.

    • Event metric: Total events

    • App events: Any App Events

    • Event breakdown: Event type, Applications

    ei_feature_adoption_example.png

    Visualized data:
    ei_feature_adoption_visualized_data.png

    Analyze Flows triggered from any source grouped by role in Salesforce

    Add the following event, applications, filter, and breakdown in Trend Insights to obtain the report.

    • Event metric: Total events

    • Guidance events: Flow started

    • Applications: Salesforce

    • Event breakdown: Content Title, Event Trigger Location

    • User breakdown: role

    ei_trend_insights_flow_started_role.png

    Visualized data:
    ei_trend_insights_flow_started_role_visualized_data.png

    Analyze the total time the Sales department has spent across applications during the past month

    Add the following session metric, filter, and breakdown in Trend Insights to obtain the report.

    Session metric: 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

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