how can i generate regular email reports to customers with the addiotional requirement that the respective customer must not be able to access other customer date or change the reports he receives?
You can do this with Board Subscriptions, combined with Mixpanel’s data-governance features to keep each customer isolated.
1. Isolate each customer’s data
To ensure a customer never sees other customers’ data, you need to restrict what data is visible in the reports you send:
- Use Data Views to filter data per customer segment (e.g., by a customer ID or region) so only that subset is visible in any reports built in that Data View.[Data Views docs][Onboarding guide] - Optionally, mark sensitive properties as Classified Data so only internal users with “Can View” can see them; external recipients will only see the non-classified metrics you include.[Classified Data][Data privacy guide]
Build each customer’s board using only data from the appropriate Data View and non-classified properties.
2. Create a board per customer
1. Create a Board with the metrics you want that customer to receive.[Boards overview] 2. Make sure every report on that board is filtered to that customer’s data (or created inside the customer-specific Data View). 3. Keep the board’s sharing permissions limited to internal editors only; customers will not log into Mixpanel, they’ll just receive emails.[Board sharing]
Because customers are not Mixpanel project members, they cannot open the live board or change reports; they only see the emailed snapshot.
3. Set up recurring email reports (Board Subscriptions)
1. Open the customer’s board. 2. Click Subscribe (top right) → Create New.[Board Subscriptions] 3. Choose: - Frequency: daily, weekly, or monthly - Recipients: enter the customer’s email address (any email is allowed, internal or external). 4. Save the subscription.
Each run sends a snapshot of the top 8 reports on the board as an email. External recipients:
- Can see the numbers and charts in the email. - If they click “View Board” and don’t have Mixpanel access, they cannot access the project or edit anything.[YouTube walkthrough]
4. Prevent customers from changing reports
- Do not add customers as project users; send emails to their addresses only. Then they have no way to log in and modify boards or reports. - Even if a board is private, subscriptions still work; recipients can see the email snapshot but cannot access the private board itself.[Private boards & subscriptions]
This setup gives each customer a regular, read-only email report, scoped to only their data, with no ability to see other customers’ data or change the reports.
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