Skip to content

Commit

Permalink
redistribute advanced (#1740)
Browse files Browse the repository at this point in the history
* redistribute advanced

* correct spelling

* import callout to sharing and permission

* correct apostrophy in move-boards

* update users page to MDX

* syntax

* correct meta.ts typo

* add callout to sharing and permission page under reports page

* wording

* redirects

---------

Co-authored-by: Myron Fung <[email protected]>
  • Loading branch information
myronkaifung and Myron Fung authored Jan 29, 2025
1 parent 61b2491 commit d2c5426
Show file tree
Hide file tree
Showing 12 changed files with 171 additions and 218 deletions.
2 changes: 1 addition & 1 deletion pages/changelogs/2024-03-11-sub-to-boards.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -9,7 +9,7 @@ thumbnail: "/changelog/subscribetoboards.png"
---
Boards are a useful tool to collect a series of reports in one place, but they shouldn't be a set and forget experience. It's important to stay in the loop with how these key metrics are moving.

To keep you and your team up to date on how much progress you're making towards your metrics, you can [Subscribe to a Board](/docs/boards/advanced#board-subscriptions).
To keep you and your team up to date on how much progress you're making towards your metrics, you can [Subscribe to a Board](/docs/boards#board-subscriptions).

All it takes is setting the schedule of how often you want to receive this information and selecting where you want to read it (email or Slack).
Teams that are collectively informed on their data can stay on the same page, and using Subscribe to Boards can help them get there.
Expand Down
51 changes: 50 additions & 1 deletion pages/docs/boards.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -54,7 +54,7 @@ There are a few ways to add an existing report to a board. You can either start
- 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](/docs/boards/advanced#what-is-a-linked-report).
Note that adding an existing report always creates a [linked copy](/docs/boards/sharing-and-permission#linked-reports).

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:

Expand Down Expand Up @@ -114,3 +114,52 @@ Row heights can now be adjusted to either show more report content, or hide empt
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.

![/Screen_Shot_2022-01-07_at_2.35.49_PM.png](/Screen_Shot_2022-01-07_at_2.35.49_PM.png)

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."

**Note** 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.


## 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".
![/subscribe1.png](/subscribe1.png)

2. Fill out the resulting form, selecting the desired email recipients or Slack channel, as well as the sending frequency (daily, weekly, or monthly).
![/subscribe2.png](/subscribe2.png)
- 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
![/subscribe3.png](/subscribe3.png)

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.

![image](/boards-tv-mode.png "Enter TV Mode")
3 changes: 2 additions & 1 deletion pages/docs/boards/_meta.ts
Original file line number Diff line number Diff line change
@@ -1,6 +1,7 @@
export default {
"sharing-and-permission": "Sharing and Permission",
"templates": "Templates",
"boards-on-boards": "Boards on Boards",
"public-boards": "Public Boards",
"advanced": "Advanced"
"move-boards": "Move Boards"
}
Loading

0 comments on commit d2c5426

Please sign in to comment.