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Edit Trend Insights
  • 05 Feb 2025
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Contents

Edit Trend Insights

  • Updated On 05 Feb 2025
  • 1 Minute To Read
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Article summary

After creating a Trend Insight, Whatfix enables you to edit it as necessary. Add or remove events, update filters, change dates, chart types, and more.

Use the following steps to edit a Trend Insight:

  1. On the Whatfix Analytics dashboard, click Insights.
    ia_left%20nav_insights

  1. Select the Trend Insight you want to edit.
    click_trend_insight_to_edit

  2. Click Expand setup to view the events section.

Info

Perform the following actions on your Trend Insight:

  • Add or remove a new Event
  • Edit Event Filters and Event Breakdown
  • Add or remove User filter
  • Add or remove User breakdown
  • Change chart type
  • Change timeframe, and more.

For more information, see Create Trend Insights.

  1. Click Save.
    save_a_trend_insight_after_editing
Info

Click Save as to save the changes made to the existing Insight as a new Insight. For more information, see Copy Trend Insights
save_a_trend_insight_as_a_new_insight_after_editing

Note

If you have edited a Trend Insight that is part of a Dashboard, then the changes are updated in the Dashboard as well.

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