Quick Start

Step 1: Navigating Boards

Before creating a board of your own, it’s best to explore existing boards within your Mixpanel project. There’s a good chance that someone has already created a board that may be of interest to you. The best way to navigate to existing boards within your Mixpanel project is the directory on the left-hand side of the page. This directory makes it easy to access your most-used boards by organizing them into several sections:

Favorites: to favorite a board, click the “Favorite” button at the top right of that board. Once you’ve done so, it will appear in the favorites section at the top left of the board’s page.

Pinned: pinned boards are important boards for your organization. Mixpanel users with the Admin or Owner roles will be able to pin a board such that it appears in the Pinned section for every project member.

Your Boards: any boards you create will appear in this section. To create a new board, click ”+ New Board” at the top of the directory.

Finally, you can search for all boards, or recently viewed boards, at the top of the directory.

Step 2: Creating a new Board

Once you’ve decided that you want to create a board of your own, on the Boards page, click ”+ New Board” at the top of the left side directory. The new untitled board will be created immediately, but you may wish to give it a name. To do so, click the current title, then type the desired name. At this point, your empty board will look like this:

Step 3: Adding content to Boards

There are 3 types of content that you can add to a board:

1. An existing report that has already been created
2. A new report that you can make from Insights, Funnels, Flows or Retention
3. A text or media card to give context to your board

There are a few ways to add an existing report to a board. You can either start on a board, and add reports to it directly, or start from a report and choose the boards to which the report should be added.

• Starting from a board, adding a report can be done via the “Add” button near the top right of the board, or if the board is empty, from the center of the page. This will open a popup from which you can choose to create a new report of any type or add an existing report.
• Starting from an existing report, adding the report to a board can be done via the board breadcrumb dropdown at the top left of the report, next to the report’s title. Click into the dropdown, then select “Add to another Board.” Choose your board, and a copy of the report will be added to it.
• Starting from another board, select the overflow menu of a report you’d like to add. Select “Make a Copy” and then choose the board you would like to add it to.

Note that adding an existing report always creates a linked copy.

Text cards support rich text formatting. After highlighting the text in a text card, you’ll see a menu pop up where you can apply the following:

• Font size (title, subtitle, text)
• List type (bullets or ordered)
• Bold, Highlight, Italic, Strikethrough, Underline
• Quote block
• Hyperlinks
• Dividers

Note that some options (ordered lists, quote blocks, underline, and dividers) are available in the “three dots” overflow menu on the right-hand side of the formatting popup.

Media cards support local images and embedded videos. Media cards are able to be resized horizontally or vertically, similar to Report cards.

For images, the supported upload file types are PNG, JPG and GIF. GIFs will loop automatically. The upload limit is 5MB. For videos, the supported embedded video links are Vimeo, YouTube and Loom. In order for your team to be able to see uploaded videos, ensure that video settings are not set to private. See the following articles to understand video privacy settings:

• Vimeo’s Video Privacy Explain
• Share videos with unlisted links with Vimeo
• Change video privacy settings on YouTube
• How to use Loom’s privacy settings

Step 4: Arrange Board Content

A Row-Based System

Content is arranged within rows. To add a card (either a report or text) to a row, click the ”+” button that appears on the left of a row when you hover over that row.

To add a row, click the ”+ Add Row” button below the last existing row in the board.

Moving Cards

To change the order of reports, simply click and drag any report to your desired position, via the gripper icon at the top right of the report.

Resizing Cards

Cards on a row will automatically expand to fill the width of that row, but once two or more cards are on the row, you can adjust each card’s width by clicking and dragging the control between any two cards. Hover between the cards to surface the drag control.

Up to four cards (either reports or text) can exist within a row, and the content in a row will automatically expand to fill the horizontal width of that row. Cards can be horizontally resized within a row, and will snap to positions 1/12th of the width of the row - the minimum width of a card is 3/12th, or one quarter of the width of the row. This makes it easy to fill a row with 1, 2, 3, or 4 cards of equal size.

Resizing Rows

Row heights can now be adjusted to either show more report content, or hide empty space. To vertically resize a row, click and drag the control under that row. Hover under the row to surface the control.

A row’s height is initially determined by the tallest card within that row. Text cards can be very short if they contain only one line of text, or very tall if they contain many lines. Meanwhile, reports always start at their minimum height but may warrant expansion in order to show more data (more bars on a bar chart, for example).

A row will start life at the minimum possible height.

Step 5: Board-wide Date Ranges and Filters

Boards allow you to alter some aspects of the queries within each of the reports on that board, making it simple to ensure every report is showing results from a consistent set of data.  Both date ranges and filters can be added by clicking “Add Filter” at the top right of the board.  This will open a row, shown below, where the date range can be selected, and filters can be applied.

The date ranges and filters on the Board are temporary, enabling you to explore the data without altering the Board. To save your selected date range and filter choices for other users, click “Save”.

The “Default” Board date range does not apply a Board-wide date range to the reports. Instead, it allows each report to display data based on the date ranges set within the individual report.

Pinned Filters

Users with an Enterprise subscription plan get access to Pinned Filters. Click the three dots next to the existing filter, then select the “Edit” button. After updating the filter, click the “Apply” button. To save your changes to the board, click “Save”.

Board Subscriptions

Board Subscriptions allow you to receive a snapshot of a board sent as an email or a slack message. Subscriptions allow members to share recent data with both project members and external audiences, providing quick and meaningful insight into a Mixpanel project.

You must be a Project Owner, Admin, or Analyst to create a subscription.

Subscriptions will send the board on a recurring schedule. You can choose a daily, weekly or monthly interval. Note that subscriptions only show the 8 reports that are on the top of a board.

To create a Subscription:

1. Select Subscribe from the header at the top right of the board. You can see a list of existing subscriptions for the board here as well. Select “Create New”.

2. Fill out the resulting form, selecting the desired email recipients or Slack channel, as well as the sending frequency (daily, weekly, or monthly).

• Any email address will receive the email, whether or not they are internal or external to your organization
• Private Slack Channels are not available at this time

3. Click “Subscribe”.

Seeing All Subscriptions

You can access this by clicking the “Subscribe” button at the top right of the board. Then select “View All”. This gives you a view of all subscriptions across all users.

Subscriptions for Private Boards

It is possible to subscribe to a private board. However, there are some restrictions to what will be visible or accessible.

1. If you convert a regular board with subscriptions into a private board, existing subscriptions will still work with existing recipients. However, if they click View Board, they will not be able to access your private board. Creating new subscriptions or editing existing subscriptions within the private board will force you to limit recipients to yourself.
2. You cannot edit subscriptions of someone else’s private board without selecting a different board that you have access to (regardless of your permissions or role). You can still delete the subscription or select a different board.

TV Mode

The Enter TV Mode option enables displaying a Board on a big screen (such as a TV in the office) where top-level company metrics / KPIs can be constantly monitored. The Board will auto-refresh every 10 minutes when in TV mode.