Top
    Login
    Inhalt x
    Add User Attributes in Trend Insights
    • 21 Jul 2025
    • 5 Minuten zu lesen
    • Drucken
    • Dunkel
      Licht
    • pdf
    Inhalt

    Add User Attributes in Trend Insights

    • Aktualisiert am 21 Jul 2025
    • 5 Minuten zu lesen
    • Drucken
    • Dunkel
      Licht
    • pdf
    The content is currently unavailable in German. You are viewing the default English version.
    Artikel-Zusammenfassung

    Once you capture User Attributes, such as role, department, or email ID, Whatfix enables you to filter your users based on these parameters to understand their behavior.

    Use cases

    Consider that you observe that a certain group of users is entering incorrect or irrelevant information into your application, and you want to know which Department they're from. Capture their characteristics, such as Role or Department, as User Attributes and visualize them in Trend Insights to understand which group of users needs your guidance.

    Event metric: Total events
    App events: Enter details
    User filter: Role = Sales Manager, VP
    User breakdown: Role
    user_attribute_in_trend_insight_example

    Chart:
    user_attribute_in_trend_insight_data_chart

    Consider that you want to track the total time the Sales department has spent in the application during the past month.

    Session metric: Total session time
    User filter: Department = Sales
    User breakdown: User Id

    trend_insights_session_metric_total_session_time_example.png

    Visualized data:
    trend_insights_total_session_time_example_sales_department.png

    Expand the following accordions for more details:

    Filter users who engaged with Whatfix content or the application based on User Attributes

    Use the following steps to filter users who engaged with Whatfix content or the application based on User Attributes in Trend Insights:

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

    2. Click Create insights.
      create_insights

    3. Click Trend Insights.
      trend_insights

    1. Click the Give your insight a name textbox and enter a name for your Insight.
      trend_give_your_insight_a_name.png

    2. Click the Description text box and enter a description that explains what the Trend Insight is about.
      trend_enter_a_description.png

    3. From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
      trend_insight_select_anonymous_users.png

    Note:
    • By default, Insights data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users.
    • The Event identification rate indicates the percentage of events Whatfix is able to attribute to uniquely identified users.
      insights_event_identification_rate.png
    • For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Insights?

    1. Click the Data source icon and select the stage from which you want to get the data.
      trend_insight_data_source_option.png
    Note:

    • For more information on obtaining analytics data from different stages, see Get Analytics Data across CLM Stages.

    • The stage cannot change after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.

    1. Click Choose metric.
      trends_choose_metric.png

    2. Under Event metrics, select Total events or Unique users as required.
      trends_select_event_metrics.png

    3. Click Add event and then add the required Guidance events, App events, or Event groups.
      trends_insights_click_add_event.png

    4. In the User filter section, click Add user filter and select the desired User Attribute. In this example, Role is the captured User Attribute.
      user_attribute_.png

    5. Select the values captured for the User Attribute to filter your users, and then click Apply.
      user_attribute_add_user_filter_value.png

    6. In the User breakdown section, click Add user breakdown to group users by their Role, Team, Department, and more.
      add_user_attributes_trend_insights_click_add_user_breakdown.png

    7. Scroll down to view the generated data chart.
      user_attribute_in_trend_insight_data_chart

    Note:

    • Visualize the data using different chart types.
      trend_insights_click_chart_type.png

    • Filter data based on Daily, Weekly, and Monthly timeframes.
      date_week_month.png

    • Click Summarize to generate an AI summary of the Trend Insight. This helps you interpret the data more easily and understand key patterns. You need to enable Ask Whatfix AI to get the AI summary.
      trend_insights_click_summarize_for_interpretation.png

    1. Click Save.
      trends_click_save_option.png
    Filter session data based on User Attributes

    Use the following steps to filter session data based on User Attributes in Trend Insights:

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

    2. Click Create insights.
      create_insights

    3. Click Trend Insights.
      trend_insights

    1. Click the Give your insight a name textbox and enter a name for your Insight.
      trend_give_your_insight_a_name.png

    2. Click the Description text box and enter a description that explains what the Trend Insight is about.
      trend_enter_a_description.png

    3. From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
      trend_insight_select_anonymous_users.png

    Note:
    • By default, Insights data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users.
    • The Event identification rate indicates the percentage of events Whatfix is able to attribute to uniquely identified users.
      insights_event_identification_rate.png
    • For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Insights?

    1. Click the Data source icon and select the stage from which you want to get the data.
      trend_insight_data_source_option.png
    Note:

    • For more information on obtaining analytics data from different stages, see Get Analytics Data across CLM Stages.

    • The stage cannot change after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.

    1. Click Choose metric.
      trends_choose_metric.png

    2. Under Session metrics, select the desired Session metric. For more information, see Analyze sessions using Trend Insights.
      session_analytics_session_metrics_choose_session_metric.png

    Note:
    • Currently, session metrics don’t have any filters or breakdowns.
    • The following image shows a session metric added:
      session_metric_total_session_time.png
    • Currently, Whatfix enables you to visualize only one session metric per Trend Insight.

    1. In the User filter section, click Add user filter and select the desired User Attribute. In this example, Department is the captured User Attribute.
      session_metric_select_user_attribute.png

    2. Select the values captured for the User Attribute to filter your users, and then click Apply.
      session_metric_select_value_of_user_attribute.png

    3. In the User breakdown section, click Add user breakdown to group users by their Role, Team, Department, and more.
      add_user_attributes_trend_insights_click_add_user_breakdown.png

    4. Scroll down to view the generated data chart.
      session_metric_user_attribute_chart_table.png

    Note:

    • Visualize the data using different chart types.
      trend_insights_click_chart_type.png

    • Filter data based on Daily, Weekly, and Monthly timeframes.
      date_week_month.png

    • Click Summarize to generate an AI summary of the Trend Insight. This helps you interpret the data more easily and understand key patterns. You need to enable Ask Whatfix AI to get the AI summary.
      trend_insights_click_summarize_for_interpretation.png

    1. Click Save.
      trends_click_save_option.png
    War dieser Artikel hilfreich?
    Verwandte Artikel
    What's Next
    Privacy Policy | Whatfix Glossary | Whatfix Platform Status
    Copyright © 2025 WHATFIX TM. All rights reserved.
    Change password!
    Changing your password will log you out immediately. Use the new password to log back in.
    Change profile
    Success!
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    Logout