> ## Documentation Index
> Fetch the complete documentation index at: https://mintlify.com/mixpanel/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Boards

> Collect your reports into a single view

# Boards: Dashboard Your Metrics

A Board is a collection of reports, text, and media that lets you view your most important metrics at a glance. Track KPIs, share insights, and keep your team aligned on key metrics.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/Screen_Shot_2022-01-07_at_2.07.26_PM.png" alt="Boards Overview" />

## Use Cases

Boards help you monitor and communicate insights:

### Team Dashboards

* Track weekly KPIs (WAU, retention, conversion)
* Monitor product health metrics
* Share progress on team goals
* Align stakeholders on priorities

### Executive Reports

* High-level business metrics
* Growth trends and forecasts
* Revenue and engagement tracking
* Monthly business reviews

### Feature Tracking

* Monitor new feature adoption
* Track A/B test results
* Measure feature impact
* Share launch success metrics

### Personal Analysis

* Save work-in-progress analysis
* Track areas of focus
* Organize related reports
* Quick access to frequent queries

<Note>
  Boards can be created from scratch or using [Templates](/docs/boards/templates) for common use cases.
</Note>

## Quick Start

Let's create a board to track key product metrics.

### Step 1: Navigate Boards

Before creating a board, explore existing ones:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/11441973595156.png" alt="Board Directory" />

**Directory Sections:**

**Favorites**

* Click "Favorite" button on any board
* Quick access to your most-used boards
* Appears at top of directory

**Pinned**

* Important organization-wide boards
* Set by Admins/Owners
* Visible to all project members

**Your Boards**

* Boards you created
* Click "+ New Board" to create

**Search**

* Search all boards
* View recently accessed boards

### Step 2: Create a Board

Click **+ New Board** in the directory:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/11442046149268.png" alt="Empty Board" />

**Name Your Board:**

* Click current title to edit
* Use descriptive names ("Weekly Product KPIs")
* Add context for viewers

### Step 3: Add Content

Three types of content can be added:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/11442000560788.png" alt="Add Content" />

**1. Existing Reports**

* Reports already saved in your project
* Creates linked copy (updates with original)
* Quick way to build dashboards

**2. New Reports**

* Create Insights, Funnels, Flows, or Retention
* Build directly on the board
* Save for reuse in other boards

**3. Text and Media Cards**

* Add context and commentary
* Embed images and videos
* Tell a data story

**Adding Existing Reports:**

Method 1: From Board

* Click **Add** button on board
* Select **Add Existing Report**
* Choose report from list

Method 2: From Report

* Open any report
* Click breadcrumb dropdown
* Select **Add to another Board**

Method 3: From Another Board

* Click report overflow menu
* Select **Make a Copy**
* Choose destination board

<Note>
  Adding existing reports creates [linked copies](/docs/boards/sharing-and-permission#linked-reports) that stay in sync with the original.
</Note>

### Step 4: Add Context with Text Cards

Text cards support rich formatting:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/Screen_Shot_2022-06-15_at_3.32.32_PM.png" alt="Text Formatting" />

**Formatting Options:**

* Font sizes (title, subtitle, text)
* Lists (bullets, ordered)
* Bold, italic, underline, highlight, strikethrough
* Quote blocks
* Hyperlinks
* Dividers

**Use Cases:**

* Explain what metrics mean
* Add analysis insights
* Link to related resources
* Provide metric definitions

### Step 5: Add Media Cards

Embed images and videos:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/Screen_Shot_2022-08-17_at_10.56.02_AM.png" alt="Media Card" />

**Supported Formats:**

**Images:**

* PNG, JPG, GIF (up to 5MB)
* GIFs loop automatically
* Resize horizontally or vertically

**Videos:**

* YouTube embed links
* Vimeo embed links
* Loom embed links

<Warning>
  **Video Privacy**: Ensure videos are not set to private, or team members won't be able to view them. Use unlisted or public links.
</Warning>

**Privacy Settings:**

* [Vimeo Privacy Guide](https://vimeo.com/blog/post/video-privacy-explained/)
* [YouTube Privacy Settings](https://support.google.com/youtube/answer/157177?hl=en)
* [Loom Privacy Settings](https://support.loom.com/hc/en-us/articles/360016527597)

## Arranging Content

Boards use a flexible row-based layout system.

### Row System

Content is organized in rows:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/Screen_Shot_2022-06-29_at_11.49.22_AM.png" alt="Add to Row" />

**Add Card to Row:**

* Hover over a row
* Click "+" button on left
* Select report or text/media card

**Add New Row:**

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/Screen_Shot_2022-06-29_at_11.49.58_AM.png" alt="Add Row" />

* Click "+ Add Row" below last row
* Cards will be added to new row

### Moving Cards

Reorder content with drag and drop:

* Click gripper icon (top right of card)
* Drag to desired position
* Release to place

### Resizing Cards

**Horizontal Resizing:**

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/Screen_Shot_2022-06-29_at_11.50.42_AM.png" alt="Resize Cards" />

* Hover between cards in a row
* Drag control to adjust width
* Snap to 1/12th increments
* Minimum width: 1/4 of row (3/12ths)
* Maximum 4 cards per row

**Vertical Resizing:**

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/Screen_Shot_2022-06-29_at_11.51.48_AM.png" alt="Resize Rows" />

* Hover under a row
* Drag control to adjust height
* Show more/less data
* Remove empty space

<Note>
  Row height is initially set by the tallest card. Reports start at minimum height; text cards size to content.
</Note>

## Board-Wide Filters

Apply date ranges and filters to all reports on a board:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/Screen_Shot_2022-01-07_at_2.35.49_PM.png" alt="Board Filters" />

**Click "Add Filter" to:**

* Set consistent date range
* Apply filters to all reports
* Maintain data consistency
* Quick exploratory analysis

**Temporary Filters:**

Use the caret dropdown for temporary changes:

* Explore different time periods
* Test filter scenarios
* Changes not saved to board

**Permanent Filters:**

Use [Pinned Filters](/changelogs/2025-01-10-pinned-filters):

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/Board_Pinned_Filters-Edit.png" alt="Pinned Filters" />

* Click overflow menu on filter
* Select **Edit**
* Make changes
* Click **Save** to persist

<Note>
  **Default Date Range**: The "Default" option doesn't apply a board-wide date range. Each report uses its saved date range.
</Note>

<Warning>
  Board filters don't change saved report queries. They only affect how reports display on this board.
</Warning>

## Board Subscriptions

Automatically deliver board snapshots via email or Slack:

**Requirements:**

* Must be Project Owner, Admin, or Analyst
* Can schedule daily, weekly, or monthly
* Shows top 8 reports only

### Creating a Subscription

**Step 1: Open Subscription Dialog**

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/subscribe1.png" alt="Subscribe Button" />

* Click **Subscribe** button (top right)
* View existing subscriptions
* Select **Create New**

**Step 2: Configure Subscription**

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/subscribe2.png" alt="Subscription Form" />

**Delivery Options:**

* Email (any address, internal or external)
* Slack (public channels only)

**Frequency:**

* Daily (time zone aware)
* Weekly (choose day)
* Monthly (choose date)

**Step 3: Save**

* Click **Subscribe**
* Recipients receive on schedule

### Managing Subscriptions

View all board subscriptions:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/subscribe3.png" alt="View Subscriptions" />

* Click **Subscribe** button
* Select **View All**
* See all users' subscriptions
* Edit or delete subscriptions

### Private Board Subscriptions

Restrictions apply to private boards:

**Existing Subscriptions:**

* Continue to work for existing recipients
* Recipients can't access board via "View Board" link

**New/Edited Subscriptions:**

* Must limit recipients to yourself only
* Can't add others without board access

**Other Users' Subscriptions:**

* Can view and delete
* Can't edit without board access

## TV Mode

Display boards on office TVs or monitors:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/mixpanel-docs/boards-tv-mode.png" alt="TV Mode" />

**Features:**

* Full-screen display
* Auto-refresh every 10 minutes
* Removes UI chrome
* Perfect for shared spaces

**Access:**

* Click **Enter TV Mode** button
* Press ESC to exit

**Use Cases:**

* Office dashboard displays
* Team area monitors
* War rooms
* Executive briefing rooms

## Real-World Board Examples

### Example 1: Weekly Product KPIs

**Content:**

* Text card: "Week ending \[date] - Product Health"
* WAU trend (Insights line chart)
* Day 7 retention by cohort (Retention curve)
* Signup funnel conversion (Funnels steps)
* Top user flows (Flows Sankey)
* Text card: "Key Insights and Action Items"

**Audience:** Product team, weekly review

### Example 2: Marketing Dashboard

**Content:**

* New user signups by channel (Insights bar)
* Cost per acquisition trend (Insights line)
* Channel conversion rates (Funnels comparison)
* Activation funnel (Funnels steps)
* Text card: "Campaign Performance Notes"

**Audience:** Marketing team, daily monitoring

### Example 3: Executive Summary

**Content:**

* MAU metric card
* Revenue metric card
* Growth rate metric card
* Retention rate metric card
* Media card: CEO video message
* Text card: Monthly highlights
* Long-term growth trends (Insights lines)

**Audience:** Executive team, monthly review

### Example 4: Feature Launch Tracker

**Content:**

* Text card: "Feature X Launch - \[Date]"
* Feature adoption funnel
* Daily active users of feature
* User flows through feature
* Text card: "Learnings and Next Steps"
* Media card: Demo video

**Audience:** Product and engineering teams

## Tips for Effective Boards

<Note>
  **Tell a Story**: Arrange reports in a logical flow that builds to insights. Use text cards to guide viewers through the narrative.
</Note>

<Note>
  **Keep It Focused**: Limit boards to 8-12 key metrics. Too many reports overwhelm viewers and dilute important signals.
</Note>

<Note>
  **Use Consistent Time Ranges**: Apply board-wide date ranges to ensure all metrics show the same period for easy comparison.
</Note>

<Note>
  **Add Context**: Text cards explaining metrics, thresholds, and goals help viewers understand what they're looking at.
</Note>

<Note>
  **Name Descriptively**: Use clear board names like "Weekly Product KPIs" instead of "Dashboard 1" so they're easy to find.
</Note>

<Note>
  **Update Regularly**: Review and update boards monthly to remove stale metrics and add new areas of focus.
</Note>

<Note>
  **Share Widely**: Pin critical boards organization-wide and use subscriptions to push insights to stakeholders.
</Note>

## Managing Boards

### Favoriting

* Click **Favorite** button (top right)
* Appears in Favorites section
* Quick access to frequent boards

### Pinning (Admin/Owner)

* Pin critical organization boards
* Visible to all project members
* Appears in Pinned section

### Sharing

Boards inherit sharing from reports:

* Add reports to share board content
* Manage individual report permissions
* Learn about [Board Sharing and Permissions](/docs/boards/sharing-and-permission)

### Deleting

<Warning>
  Deleting a board also deletes all [linked reports](/docs/boards/sharing-and-permission#linked-reports) saved to it.
</Warning>

To delete:

1. Click "..." button (top right)
2. Select **Delete**
3. Confirm deletion

## Common Questions

**Q: Can I add the same report to multiple boards?**

A: Yes! Each board gets a linked copy that stays in sync with the original.

**Q: Do board filters change my saved reports?**

A: No. Board filters only affect how reports display on that board. The original saved reports are unchanged.

**Q: How do I know if a board subscription is working?**

A: Check the subscription list and confirm recipients are receiving emails/Slack messages at scheduled times.

**Q: Can external people access my board?**

A: External people can receive board subscriptions via email but cannot access the board directly in Mixpanel.

**Q: What happens if I delete a report that's on a board?**

A: If you delete the original report, linked copies on boards will also be deleted.

## Next Steps

* Learn about [Board Templates](/docs/boards/templates)
* Understand [Sharing and Permissions](/docs/boards/sharing-and-permission)
* Create reports with [Insights](/reports/insights)
* Set up [Board Subscriptions](#board-subscriptions)