Introducing Mixpanel's New Dashboard Experience

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Mixpanel is pleased to offer a new and improved Dashboard experience, which makes using Mixpanel faster, simpler, and easier. As you use Mixpanel with these improvements, you'll likely notice that...

Common workflows are faster: We've taken a comprehensive look at the common workflows between reports and dashboards, and trimmed the fat. Saving a report and adding it to a dashboard, for instance, takes half as many clicks.

Existing reports are easier to find: In the new system, reports are always saved to dashboards, making dashboards essentially folders for reports. Now, when you save a report, you'll know where to find it.

Sharing content is simpler: Sharing and Permissions are set at the dashboard level, so all reports on a dashboard have the same settings. This makes sharing analyses with your team a breeze!

Key changes

Reports are always saved to dashboards

Previously, reports were separately saved and added to dashboards. This led to untold numbers of reports being created, saved, abandoned, and later recreated after having been lost to the void.

In this new experience, when you save a report, you'll be prompted to save it to a specific dashboard. In essence, the dashboard now acts as a folder, with many potential purposes, including:

  • A centralized place to track numerous metrics related to a product launch
  • A chain of analyses digging into a particular behaviour or issue
  • A set of draft reports you're working on

This will make it easy to keep reports organized, and reduce time wasted recreating the same reports again and again.

Note: This change only applies to the reports that can be added to dashboards—Mixpanel's core reports: Insights, Flows, Funnels, and Retention. Advanced reports like Signal, Experiments, and Impact have been moved to the Applications folder at the top right of the page.

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Sharing and permissions are set at the Dashboard level

Previously, sharing and permissions were editable at both the report and dashboard levels. This made managing sharing and permissions tedious due to the sheer number of items requiring individual settings.

Now, all reports saved on the same dashboard will have the same sharing and permissions settings. This means sharing multiple reports with your team is a simple matter of sharing the dashboard. As before, however, any report or dashboard can be shared by simply clicking the "Copy URL" button, and sharing the resulting short link.

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Clear relationships between multiple dashboard cards of the same report

Previously, Mixpanel reports could be added to multiple dashboards or multiple times to the same dashboard. However, the relationship between these multiple report copies was unclear—they could have different names in different places, leading to confusion upon editing the report.

Now, reports can still exist on multiple dashboards, but the original and copies of the report are clearly noted, and it's easy to see all the dashboards where a report exists. It is also still possible to change the chart type of a report copy, enabling you to look at a report in multiple different views for a more complete understanding of the metric.

Migration details

What happens to existing reports, not on dashboards?

As part of the switch, every user will be given a personal dashboard called "[User's Name]'s Reports." Any saved reports not currently on a dashboard will be saved to their creator's personal dashboard when the project is migrated to the new dashboards experience.

Note: Personal dashboards will be private by default, making the reports contained therein private as well. If you need to reshare one of these reports, simply move it to an appropriately shared dashboard via the Move button in the dashboard card's overflow menu.

Screen_Shot_2022-01-05_at_9.27.10_PM.pngWhat happens to reports on multiple dashboards?

All copies of reports on dashboards will remain where they are. However, there will be two notable changes:

  1. The copy of the report that was first added to a dashboard will be marked as the original, and all the other copies will reference that original. Updating the original updates the copies.
  2. All copies of the report will have the same name, so any copies that had previously had their names edited will revert to the name of the original report.

Using the new experience

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