Step-by-Step Guide: Creating and Sending a Funnel Report
yes i need step by step instructions for a funnel report adding into new board and then sending it
yes i need step by step instructions for a funnel report adding into new board and then sending it
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Certainly! Here’s a step-by-step guide to creating a Funnel report in Mixpanel, adding it to a new board, and then sending (sharing) the board:
1. Create a Funnel Report
1. Go to Reports: In Mixpanel, navigate to the Reports section and select Funnels. 2. Define Your Funnel Behavior: Add the sequence of events you want to analyze (e.g., “Landing Page” → “Sign Up”). Set the order and time window for conversion. 3. Choose Your Measurement: By default, Mixpanel uses the unique conversion rate, but you can adjust this as needed. 4. Apply Filters (Optional): Add filters to focus on specific user segments (e.g., Platform = iOS). 5. Add Breakdowns (Optional): Segment your funnel by properties like UTM Medium or device type. 6. Select Visualization: Choose how you want to visualize the funnel (Funnel Steps, Line, Bar, or Metric) Funnels Quickstart.
2. Add the Funnel Report to a New Board
1. Save the Report: Click “Save” at the top right of the report. 2. Create a New Board: In the save dialog, select the option to create a new board. Name your board as desired. 3. Confirm Save: The funnel report will now be added to your new board Saving to a Board.
3. Send (Share) the Board
Option A: Share with Teammates
- Click “Share”: At the top right of the board, click the “Share” button. - Set Permissions: Choose who can view or edit the board. Enter their email addresses or select from your organization. - Send Link: You can also use the “Copy URL” button to share a direct link with anyone who has access to your Mixpanel project Sharing and Permission.
Option B: Send via Email or Slack (Board Subscription)
1. Click “Subscribe”: At the top right of the board, select “Subscribe.” 2. Create New Subscription: Choose “Create New.” 3. Set Recipients and Frequency: Enter email addresses or Slack channels, and set the sending frequency (daily, weekly, or monthly). 4. Confirm: Click “Subscribe” to schedule board snapshots to be sent automatically Board Subscriptions.
Tip: Only the top 8 reports on a board are included in board subscription emails or Slack messages.
If you need to add more context, you can also add text or media cards to your board for explanations or visuals Step 3: Adding content to Boards.
Let me know if you need more details on any step!
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