How can I exclude test User IDs from Insights data?

Updated On 25 Feb 2025
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Exclude test User IDs while visualizing Insights data to eliminate noise and focus on real-time user interactions with the product. Removing test user interactions refines analytics data and improves decision-making.

Info:

Whatfix enables you to filter data by actual User IDs, such as email, if you have User Identification enabled in your account.
You cannot filter User IDs if you've enabled the encryption of User IDs feature.

Use the following steps to exclude test User IDs from Trend Insights:

Consider that you want to analyze the User IDs that interacted with a feature-related User Action, excluding test users.

On the Whatfix Analytics dashboard, click Insights.

Click Create insights.
Click Trend Insights.
To name your Insight, click the Edit icon.
Click Add event and select the event that you want to analyze.

Info:

Add Default (Whatfix-related events) and Custom events. For more information, see List of Whatfix-related events.

Click Add user filter, and then click User Id.
Select the condition as Does not equal to using the dropdown.
Enter the User ID that you want to exclude, and then click Search.

Note:

To exclude a User ID that contains a comma, for example Doe, John, enclose the User ID in quotes "Doe, John" while searching. Add a comma after the quotes when excluding more than one User ID with a comma.
To exclude a User ID that contains quotes, for example "John", do not add a comma between the quotes.