Introduction to Trend Insights

• Introduction
• Benefits of Trend Insights
• Use cases

Introduction

Whatfix provides out-of-the-box Analytics that show usage and engagement-related data for all your Whatfix content in easy-to-understand visual formats, such as the number of queries served from Self Help, the number of times a Flow was played and from which widget, and more.

However, sometimes you may want to create a custom report that shows data based on your business needs. For example,

• A Flow launched from a Pop-up by users using the Chrome browser

• Feature usage (tracked using User Action) triggered from specific locations to understand where the feature adoption is higher

With Trend Insights, Whatfix enables you to turn all your queries into actionable Insights. It is a one-stop solution for all your reporting needs. Create your own custom engagement reports to get more in-depth information at a granular level.

Insights are created by selecting Whatfix-related events and filters, which you can then visualize in the form of charts.

Benefits of Trend Insights

• Eliminate the need for third-party applications and save time to create custom reports

• Drill down data at a user level

• Draw detailed and in-depth reports on each content type

Use Cases

The following are simple use cases to try out with Trend Insights:

• Analyze the number of users who engaged with a feature using the Chrome browser grouped by User ID.

  Feature engagement can be tracked using User Actions. The chart displays the number of users who engaged with a feature using the Chrome browser grouped by User ID.

  Add the following event, filter, and breakdown in your Event Setup module to get this report.

  • Event: Custom event = Click Report scheduler

  • User filter: Browser = Chrome

  • User breakdown: User Id

  

  Visualized data:
  

• Flows triggered from any source by new users grouped by role.

  The chart displays the Flows played from any Whatfix content by new users grouped based on their role.
  Add the following event, filter, and breakdown in your Event Setup module to get this report.

  • Event: Flow started
  • Event breakdown: Event Trigger Location, Content Title
  • User filter: Cohort = New users
  • User breakdown: Role

  

  Visualized data: