Introduction to Trend Insights
- 16 Sep 2025
- 4 Minutes To Read
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Introduction to Trend Insights
- Updated On 16 Sep 2025
- 4 Minutes To Read
- Print
- DarkLight
- PDF
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Introduction
Whatfix provides out-of-the-box analytics that display engagement metrics for all Whatfix content, as well as insights into application usage and session activity in easy-to-understand visual formats.
Sometimes, creating a custom report that displays data based on specific business needs becomes necessary. For example,
See how many users launched a Flow from a Pop-up while using Chrome.
Compare feature adoption from different entry points using User Actions.
Measure the average time users spend in the application.
Here's a sample Trend Insight.
With Trend Insights, Whatfix enables you to turn all your queries into actionable Insights. This solution serves as a one-stop resource for all reporting needs. Create custom engagement reports to obtain more in-depth information at a granular level.
Benefits of Trend Insights
Eliminates the need for third-party applications and saves time in creating custom reports.
Drills down data at a user level.
Draws detailed and in-depth reports on each content type.
Understand the modules in Trend Insights
The following are the modules in Trend Insights:
- Metrics
- Events
- User filter
- User breakdown
Metrics
A metric is a numerical value that measures user activity or behavior. Trend Insights uses metrics to track events and sessions.
Event metrics: Event metrics are calculated each time a user performs a specific event. There are two types of Event metrics: Total events and Unique users.
Types of event metrics
Total events: The total number of times the event occurred.
Unique users: The number of unique users who triggered the event.
Note:
Use the Event metrics to analyze engagement with Whatfix content, widgets, and the application.
Session metrics: Session metrics enable you to analyze how frequently end users engage with your application and how long they remain active in the application. Whatfix provides session metrics such as Total number of sessions and Average session time. For more information on the descriptions of the session metrics, see Analyze sessions using Trend Insights.
Events
Events serve as the core components of any Trend chart. Events are triggered when end users perform any action on the Whatfix content, widgets, or the application.
There are two types of Events:
- Guidance events
- App events
Guidance events: Guidance events include all events triggered when end users interact with Whatfix content or widgets within the application. To view the complete list of available Whatfix-related events, see List of Whatfix-related Events.
App events: App events include engagement with User Actions, other events captured using the Whatfix API, and more.
Event groups: Whatfix enables you to group Guidance and App events and form an Event group. Event groups can be visualized using Trend Insights.
Event filters and breakdowns
Events, both Guidance and App, contain filters to narrow down events based on event properties, such as Segment Name or Content Title. Event breakdowns enable you to group and visualize the filtered events by a specific event property, such as Segment Name or Content Title.
Example: Analyze the number of users who completed a Flow called Onboarding triggered from any source.
Info:
For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights.
User filter
User filters enable you to narrow down the data shown by applying conditions based on user properties, such as browser, operating system, city, or country.
Example: For the Flow start event, refine results to show data only for those who triggered it from the Chrome browser or from a specific location.
For more information on User filters, see User filters and User breakdown in Insights.
User breakdown
User breakdowns enable you to group and visualize the filtered data by a specific user property, such as city, browser, or OS. This changes the chart to show how different groups of users behave within the selected segment.
Example: Consider the Flow completed event with User filter set as Chrome browser. Configuring the User breakdown as City, displays the chart based on the location from which users completed the Flow using Chrome browser.
For more information on User breakdown, see User Filters and User Breakdown in Insights.
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
Add the following event, filter, and breakdown in Trend Insights to obtain the report.
Event metrics: Total events
App events: Account Tree
User filter: Browser = chrome
User breakdown: User Id
Visualized data:
Analyze Flows triggered from any source by new users, grouped by role
Add the following event, filter, and breakdown in Trend Insights to obtain the report.
Event metrics: Unique users
Guidance events: Flow started
Event breakdown: Content Title, Event Trigger Location
User filter: Cohort = New users
User breakdown: Role
Visualized data:
Analyze the total time the Sales department has spent in the application during the past month
Add the following Session metric, filter, and breakdown in Trend Insights to obtain the report.
Session metrics: Total session time
User filter: Department = Sales
User breakdown: User Id
Visualized data:
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