Records

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What are records?

Records are the profiles behind your website traffic. As people visit your site, Bigdelta creates and updates a user record for each of them automatically — no setup required. A user record holds everything you know about one visitor: where they came from, the pages they viewed, the events they triggered, and their session replays. Visitors are anonymous by default — their record contains only the information collected from their visits. If you choose to, you can identify users (for example, when they sign up or log in) to link their activity to a known email or user ID. Users are the main record type, but your workspace can hold others too, such as accounts for grouping users by company. You can also create custom objects for any data unique to your business. Clicking a user opens their profile, with tabs for:

• Overview — key properties and recent activity at a glance
• Activities — the full timeline of their events and page views
• Replays — session recordings of their visits
• Details — every property on the record

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Browsing records

1. Click Users in the sidebar to see everyone who has visited your site
2. Other record types appear alongside Users in the section rail
3. Browse records in the default table view

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View types

You can display records in three layouts. Use the view selector at the top of the list to switch between them.

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Table view

A spreadsheet-style grid with sortable columns. This is the default view and works well for scanning large numbers of records.

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Board view

A Kanban-style board organized by a stage property. Drag cards between columns to update their stage.

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Map view

A geographic view showing where your visitors are located. Choose between two visualization styles:

• Heatmap — density-based coloring that highlights visitor concentrations
• Bubble — clusters sized by the number of visitors in each area

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Creating views

You can save multiple views of the same record type. Each view remembers its own layout, columns, filters, and sorting.

1. Configure your preferred layout, filters, and sorting
2. Click the view name dropdown
3. Select Create new view
4. Name your view and save

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Filtering records

1. Click the filter icon above the records list
2. Add filter conditions (e.g., “Country equals United States” or “First seen after last Monday”)
3. Combine multiple filters with AND or OR logic
4. Filters are saved per view

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Sorting records

• In Table view, click any column header to sort ascending or descending
• In Board view, choose a sort property from the board settings
• Sort settings persist within each view

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Searching records

Use the search bar above the records list to search across all visible record properties in real time. Results update as you type.

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Creating a record

Most records are created automatically from your website traffic, but you can also add them by hand:

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Exporting records

1. Open any records list view
2. Click the Export button
3. Choose Excel (.xlsx) or CSV
4. The file downloads automatically with a timestamped filename

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Deleting records

1. In the records list, select one or more records using the checkboxes
2. Click the Delete button
3. Confirm the deletion