Advanced Boards Functionality

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.


By default, date ranges and filters are temporary, allowing you to explore the data without overwriting the board. But, if you wish to save the date range and filter selections you've made to the board, so they'll appear for other users as well, click "Save to Board."


Applying date ranges and filters on a board does not change the queries saved in each individual report; instead, it only changes the data displayed when you view those reports in the current board. If you click into a report from the board, however, Mixpanel will maintain the date range and filters to ensure you see data consistent between the board and report. Navigate to the report on its own, though, and you'll see the report's original saved date range and filters.

Formatting Text on Boards

Highlighting text you've added will pop up a menu where you can apply the following styling options:

  • 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.


Adding Media Cards to Boards

To further add context to reports on boards, you can add media cards.


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:


Board Email Digests

Board Email Digests are a snapshot of a board sent as an email. Digests 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 email digests.

Digests can be sent once or sent repeatedly, presenting the option to send pertinent information once or to send data updates on a recurring basis. They can easily be built and managed as part of a Mixpanel Board report. Note that digests only show the 8 reports that are on the top of a board.

To create an Email Board Digest:

  1. Select Email Digests from the overflow menu at the top right of the board.
  2. The Email Digest Settings Control Center will display all active Email Digests. To create a new Email Digest, click + Create Digest in the top right corner.
  3. Fill out the resulting form, including the name of the digest, the board upon which the digest is based (note: the digest will only contain the first 8 reports in the board due to email size limitations), the intended recipients (any email address will receive the digest, whether or not they are internal or external to your organization), and the sending frequency (one time ASAP, daily, weekly, or monthly).
  4. Click 'Send'.

Digests for Private Boards

It is possible to share an email digest for a private board. However, there are some restrictions to what will be visible or accessible.

  1. If you convert a regular board with digests into a private board, existing digests will still work with existing recipients. However, if they click View Board, they will not be able to access your private board. Creating new digests or editing existing digests within the private board will force you to limit recipients to yourself.
  2. You cannot edit digests 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 digest or select a different board.
  3. You cannot see the title of someone else’s private board in a digest. The private board will appear as “Unknown Private Board”.


Sharing and permissions are set at the board level, and all reports saved on a board inherit the same set of sharing and permissions settings of that board.

To share a board, and therefore all reports contained within it, click the Share button at the top right of the board. From here, sharing works as before, but remember, sharing a board now shares all of that board's reports as well. Click here to learn more about sharing.


Both reports and boards can also be shared via the "Copy URL" button at the top right. Clicking this button will immediately copy the short link to the report or board, so you can quickly paste it into your application of choice.


So long as the recipient has access to the project, they will be able to see the shared report or board. However, unless they have specifically given Editor permissions, they will only be able to view it, not edit it.


Sharing and permissions are set at the board level, and all reports saved on a board inherit the same set of sharing and permissions settings of that board.

In the sharing process, you can choose the permissions level granted to the individual with whom you're sharing the board. Teammates with access to a board can either be Viewers (any changes made will not be saved) or Editors (changes made will be saved). Click here to learn more about permissions.

As with sharing, setting a user's permission level on a board will give them the same permission level for all reports on that board.

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