---
title: "Edit Trend Insights"
slug: "edit-trend-insights"
updated: 2026-08-14T04:05:22Z
published: 2026-08-14T04:05:22Z
canonical: "support.whatfix.com/edit-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.

# Edit Trend Insights

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](/product-analytics/docs/create-trend-insights).

> [!WARNING]
> 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:

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=2026-11-12T07%3A33%3A48Z&se=2026-11-12T08%3A33%3A48Z&sr=c&sp=r&sig=MtJvKZ8sndWzScUkxgfVhUjB4i1bql5rYm6Tau9d6I4%3D)

1. Click the Trend Insight you want to edit. ![click_trend_insight_to_edit_listing_page.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_trend_insight_to_edit_listing_page.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A48Z&se=2026-11-12T08%3A33%3A48Z&sr=c&sp=r&sig=MtJvKZ8sndWzScUkxgfVhUjB4i1bql5rYm6Tau9d6I4%3D)
2. Click **Expand setup** to view the data setup.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/expand_setup_in_trends.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A48Z&se=2026-11-12T08%3A33%3A48Z&sr=c&sp=r&sig=MtJvKZ8sndWzScUkxgfVhUjB4i1bql5rYm6Tau9d6I4%3D)

> [!WARNING]
> Note:
> 
> You cannot edit the **Data source** of an existing Trend Insight. For more information, see [Get Analytics Data across CLM Stages](/product-analytics/docs/get-analytics-data-across-clm-stages). ![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=2026-11-12T07%3A33%3A48Z&se=2026-11-12T08%3A33%3A48Z&sr=c&sp=r&sig=MtJvKZ8sndWzScUkxgfVhUjB4i1bql5rYm6Tau9d6I4%3D)

1. Make the required changes.
2. Click **Save**. ![trend_insights_click_save_after_edit.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_click_save_after_edit.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A48Z&se=2026-11-12T08%3A33%3A48Z&sr=c&sp=r&sig=MtJvKZ8sndWzScUkxgfVhUjB4i1bql5rYm6Tau9d6I4%3D)

> [!WARNING]
> Note:
> 
> - Click **Save as** to save the changes made to the existing Insight as a new Insight. For more information, see [Copy Trend Insights](/product-analytics/docs/copy-trend-insights). ![trend_insight_click_save_as_to_create_new_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_click_save_as_to_create_new_insight.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A48Z&se=2026-11-12T08%3A33%3A48Z&sr=c&sp=r&sig=MtJvKZ8sndWzScUkxgfVhUjB4i1bql5rYm6Tau9d6I4%3D)
> - 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](/product-analytics/docs/dashboards).