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Filter Insights data using User filters and User breakdown
  • 26 Mar 2024
  • 4 Minutes To Read
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Filter Insights data using User filters and User breakdown

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Article Summary

User filter

Using the User filter module, you can limit the scope of the events based on different criteria. It helps you drill down and get granular insights by filtering data based on user attributes such as browser, city, country, and OS.

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 User filters are available in both Trend and Funnel Insights.

For example,

Trend Insights: For the Flow start event, you can refine the results to show data only for those who fired the Flow from the Chrome browser or from a specific location.

Funnel Insights: For a particular Funnel event (Flow, User Action, or Page View), you can refine the results to show data only for those who engaged with the Funnel steps from the Chrome browser or from a specific location.

insights_user_filter

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User breakdown

Using the User breakdown module, you can modify the chart to group users based on various properties. For example, for Flow completed event with User Filter set as the Chrome browser, configuring the breakdown as City, displays the chart based on all the locations from where the Flow was completed by users using the Chrome browser.

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User breakdown is available only in Trend Insight.

user_breakdown

The following table lists the User filters and User breakdown available in Insights:

FiltersDescription
Device TypeUsers are filtered based on the hardware they use. Example: Mobile phones, desktops, tablet, etc.
BrowserUsers are filtered based on their browser type to access their websites. Example: Chrome, Firefox, Edge, etc.
CityUser is filtered based on the city. This data is taken from the browser. Example: Dallas, Beijing, Bengaluru, etc.
CountryUser is filtered based on the country. This data is taken from the browser. Example: United Kingdom, United States, etc.
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The country names are shown as ISO country codes.
Event trigger page URLUser is filtered based on where the event is launched.
User IdUser is filtered based on the ID from which the Whatfix Event is triggered. Example: johndoe@whatfix.com
Extension versionUsers are filtered based on the browser Extension version they are using.
OS versionUser is filtered based on the OS versions.
Extension nameUser is filtered based on the different browser Extension names.
Reserved variable 1

Whenever Whatfix sends any event data, there are two variables that are reserved as placeholders for any additional properties that may be required. Reserved Variables are these properties captured along with Default and Custom events. They are dependent on events and user interaction and capture data only when all necessary conditions are met. For example, you can set up a ‘session count’ Reserved Variable that will increment every time the user logs in. For more information, contact support@whatfix.com. Users are filtered based on these additional properties.

Reserved variable 2

Whenever Whatfix sends any event data, there are two variables that are reserved as placeholders for any additional properties that may be required. Reserved Variables are these properties captured along with Default and Custom events. They are dependent on events and user interaction and capture data only when all necessary conditions are met. For example, you can set up a ‘session count’ Reserved Variable that will increment every time the user logs in. For more information, contact support@whatfix.com. Users are filtered based on these additional properties.

Event AttributeThis filter contains the captured Event Attributes, that is, contextual information in the application. For example, text on the button, title of the page where the action was performed, etc. For more information on how to use an Event Attribute as a filter, see Add Event Attributes to Trend Insights.
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You cannot add Event Attributes as a User filter in Funnel Insights and User Journey.
User AttributeUser is filtered based on the captured User Attributes, such as, role and department. For more information on how to use User Attributes as a filter, see Add User Attributes in Trend Insights and Add User Attributes in Funnel Insights.
LanguageUser is filtered based on the browser language. Example: French(fr), Spanish(es), and more.
RegionUser is filtered based on the geographical region. This data is taken from the browser. Example: Camden, Kerala, Central Province, and more.
ModelUser is filtered based on the model of their device. Example: Apple iPhone, Linux Desktop, and more.
OSUser is filtered based on the base software(Operating System OS) that runs on the hardware. Example: iOS, Linux, Windows, and more.
User typeUsers are filtered based on whether Whatfix is able to detect and identify their User ID when they log in to the application. There are two types of users: identified and unidentified users. For more information, see How can I filter unidentified users in Product Analytics?

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