Dashboard Overview

Dashboards provide a collective view into your most important reports.

Add reports from Insights, Funnels, and Retention to track changes to these reports regularly and simultaneously.

Create personal dashboards, project dashboards, or team dashboards depending on what you would like to track more closely.

 

Adding Reports to a Dashboard

To add a report to your Dashboard, click the Add to dashboard icon in the upper right-hand corner of the report.

add-report-to-db.png

A pop up list will appear that shows all of the available dashboards. Check the box next to any dashboards you would like to add the report to, and click Apply.

check-db-names.png

You can add reports to dashboards that have an event broken down by up to two properties. Reports with more than one event that are broken down by more than one property are not supported by dashboards. 

The following example Insights report is supported:

A report where the event “App Open” is broken down by the “City” property and the “App Version” property. 

Screen_Shot_2019-07-01_at_10.42.49_AM.png

The following example Insights report is not supported:

A report where the event “App Open” is broken down by the “City” property, “App Version” property, and “Operating System” property.

You can search for and select existing dashboards by name, or create a new dashboard.

To create a new dashboard, click Create new dashboard and type the name of the new dashboard in the text field that appears.

Viewing Your Dashboards 

Click on the Dashboard icon in the top left of the Mixpanel header to view your dashboards.

where-to-db.png

By default this will take you to "My dashboard" (your personal dashboard), but you can choose which dashboard to view by clicking anywhere on the dashboard name. 

Screen_Shot_2018-10-09_at_10.37.43_AM.png

Dashboard Edit Controls

Click the Add a report button to select a saved report from your project to add it to the dashboard.

add-a-report.png

Click Edit to change the name and description of the dashboard, and to access visibility and editing controls for the dashboard.

3-save-modal.png

Control Visibility

Decide whether or not you want the rest of your team to see your dashboard by selecting HIDDEN or VISIBLE below the description field.

When you select HIDDEN, other project members will not see your dashboard in the drop-down menu. Other project members can view the dashboard if they have a direct link.

When you select VISIBLE, all other project members will see your dashboard in the dropdown menu. 

Control Editing

The RESTRICT CHANGES option is checked by default. This stops other project members from editing your dashboard. Uncheck the box to allow other project members to edit your dashboard.

Project owners can always make changes.

Other Edit Controls

Click the paper plane icon to access Email Digests. Learn more about Email Digests here.

other-tools.png

Click the three dots to open additional tools, which include:

  • Refresh cards
  • TV Mode
  • Create dashboard
  • Duplicate dashboard
  • Delete dashboard

Click TV Mode to view the dashboard as a presentation, which will automatically refresh every ten minutes.

Dashboard Temporary Filters 

Click the Filter button to show filters to edit what you see in all the reports in the dashboard. 

filter-button.png

You can filter your dashboard by a date range, user profile properties, or one or more cohorts. These filters will apply to all cards on the dashboard.

Screen_Shot_2019-02-11_at_11.57.46_AM.png

To create a temporary cohort for the current report select Create cohort under the cohort filter or breakdown. A window will pop up where you can specify the restrictions of your cohort. Learn more about building a cohort here.

Annotation_2019-11-26_08165312.png

Note:

There are some edge cases that may restrict the date filter.

  • Only Insights reports can query by hour, while any other reports will round to the latest day.
  • If you select a date range greater than 12 months, funnels will display only 12 months of data based on its end date.
  • Funnel trend lines will always display the last 30 days of data based on the end date of the funnel.

Editing Dashboard Cards

Hover over a dashboard card and click on the three vertical dots that appear to see settings for each card.

Dashboards2EditCard.png

Click Edit name to change the name of the card. Click Remove to remove that card from this dashboard.

Click on the dots at the top of the dashboard card to move the card around the dashboard to reorganize.

DashboardsDragandDrop.gif

Click the + or buttons on the right edge of the dashboard card to resize it.

DashboardResize.gif

 

Chart Types

To view a different chart type on your cards, select the Chart at the top of the card and choose your preferred chart type from the drop-down list.

Nov-21-2019_11-57-32.gif

The following chart types are available:

  • Insights:
    • Bar 
    • Stacked bar
    • Line
    • Stacked line
    • Metric
    • Pie
  • Funnels:
    • Trends
    • Steps
    • Metric
    • Median time to convert
  • Retention:
    • Bar
    • Metric

Is this article helpful?

Comments

0 comments

Article is closed for comments.