Add additional breakdowns or visualizations while exporting and scheduling reports. Achieve this use-case by re-creating summary Guidance Analytics Dashboard on Product Analytics.
Here’s how you can re-create the New Guidance Analytics Summary Dashboards on Product Analytics Dashboard.
Example Trend Insight
For more information on Trend Insights and how to create them, see Create Trend Insights.
Here’s a sample trend insight that you can re-create on your Product Analytics Dashboard from the Guidance Analytics Dashboard
Insight: Smart-tips
Insight event: Smart-tip shown
Event components: Smart-tip shown
Insights | Insight event | Description | Event type | Event components | Filters | Breakdown |
|---|---|---|---|---|---|---|
Unique users reached | Unique users reached | Unique users who were shown at least one Whatfix content (Self Help, beacon, launcher, Task list, Flow, Pop-up, survey or embed) in the selected data range. Each user is counted once, however often content appeared. | Event group. For more information on Event Grouping, see Event grouping. |
| NA | NA |
Unique users engaged | Unique users engaged | Unique users who performed at least one action with Whatfix content, such as clicking a beacon or launcher, starting a Flow, opening Self Help content or using a Pop-up button, and includes a Smart-tip that opens automatically. Each user is counted once. | Event Group |
| NA | NA |
Total Whatfix engagement | Total engagement events | Total number of engagement actions on Whatfix content in the selected period, including repeats by the same user. The actions include Flow starts, content opens, Smart-tip opens, beacon clicks and hovers, launcher clicks, Pop-up actions and Task list loads. | Event Group |
| NA | NA |
Engagement with Whatfix | Users reached vs. engaged | For each day, shows how many unique users were reached and how many engaged. A user active on several days appears on each of those days, and daily values are excluded from the total period. | Event Group | Unique users viewed
Unique users engaged
| NA | NA |
Widget metrics | ||||||
Self Help | Content Served | Total number of content items opened through Self Help in the selected period (Flows, article, video, PDF, image and link content, including the new Self Help Explorer). The preceding actions count as content opened, and excludes searches or questions asked. | Event Group |
| NA | NA |
Pop-ups | Pop-ups engaged | Total number of times users acted on a Pop-up in the selected period: opening the link, starting a Flow, or closing the Flow from the close button. Every repeated interaction also counts. | Event Group |
| NA | NA |
Task list | Task list users | Unique users who viewed a Task list or interacted with it in the selected period. Each user is counted once. | Event Group |
| NA | NA |
Flows | Flow started | Total number of times users started a Flow in the selected period. Repeated interactions are counted and excludes moving from one Flow to another. | Event |
| NA | NA |
Smart-tips | Smart tip opened | Total number of times a Smart-tip was opened in the selected period, and includes opened automatically, or a user clicked, or hovered. Repeated interactions are counted. | Event |
| NA | NA |
Beacons | Beacons engaged | Total number of times users clicked or hovered over a beacon in the selected period. Repeats are counted. | Event Group |
| NA | NA |
Launcher | Total Launchers Clicked | Total number of times users clicked a launcher in the selected period. Repeats are counted. | Event |
| NA | NA |
Most popular content |
| Shows which Whatfix content users engaged with most in the selected period, ranked by number of events. Content is identified by its type and ID. | Event Group | Most popular content
Pop-up shown
| Most popular content
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Engagement metrics | ||||||
Most active users | Any Whatfix Events | Users ranked by how many Whatfix actions they performed in the selected period. Counts every action including repeats. Content that was only shown is not counted. | Event | Any Whatfix Events |
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10 most active countries (by total events | Any Whatfix Events | Top 10 countries by total Whatfix events in the selected period, based on user location. Includes both content shown and user actions. | Event | Any Whatfix Events |
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10 most active countries (by unique users) | Any Whatfix Events | Top 10 countries by number of unique users with Whatfix activity in the selected period. Each user is counted once per country. | Event | Any Whatfix Events |
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