After creating a Trend Insight, Whatfix enables you to edit it as required.
Perform the following actions on your Trend Insight:
Change the metric
Add or remove an Event
Edit Event Filters and Event Breakdown
Add or remove User filters
Add or remove User breakdowns
Change the chart type
Change timeframe, and more.
For more information, see Create 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.
Use the following steps to edit a Trend Insight:
- On the Whatfix Analytics dashboard, click Insights.
Click the Trend Insight you want to edit.
Click Expand setup to view the data setup.
Note:
You cannot edit the Data source of an existing Trend Insight. For more information, see Get Analytics Data across CLM Stages.
Make the required changes.
Click Save.
Note:
Click Save as to save the changes made to the existing Insight as a new Insight. For more information, see Copy Trend Insights.
If you have edited a Trend Insight that is part of a Dashboard, then the changes are updated in the Dashboard as well. For more information, see Dashboards.
