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Edit Trend Insights
  • 16 Aug 2024
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Contents

Edit Trend Insights

  • Updated On 16 Aug 2024
  • 1 Minute To Read
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Article summary

Once you have created a Trend Insight, Whatfix enables you to edit it as necessary. You may want to add or remove events, update filters, change the 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 expand the events section.

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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 data timeframe, and more.

For more information, see Create Trend Insights.

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

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

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