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How can I exclude test User IDs from Insights data?
  • 25 Feb 2025
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How can I exclude test User IDs from Insights data?

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Article summary

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.

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

  1. Click Create insights.
    create_insights

  2. Click Trend Insights.
    trend_insights

  3. To name your Insight, click the Edit icon.
    feature_adoption_ts

  4. Click Add event and select the event that you want to analyze.
    create_new_insight_add_event

Info:

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

  1. Click Add user filter, and then click User Id.
    select_user_id

  2. Select the condition as Does not equal to using the dropdown.
    does_not_equal_to_user_id

  3. Enter the User ID that you want to exclude, and then click Search.
    search_user_id

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.
    analytics_user_id_with_comma.png
  • To exclude a User ID that contains quotes, for example "John", do not add a comma between the quotes.
  1. Click Apply once the User ID appears.
    click_apply_user_id
Info:

The following image shows how the excluded User ID appears:
excluded_user_id

  1. Click Add user breakdown, and then click User Id.
    user_breakdown_user_id
Info:
  • Scroll down to view the generated data chart.
    data_chart_ti

  • The data chart excludes data for the filter and the User Breakdown.

  1. Click Save.
    user_id_save

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