Guide to the Showpad Report Builder

Use the Report Builder to create, manage, and export custom reports that give you powerful insights into your team’s performance and content engagement. You can build custom reports using asset, user, and Team Competency datasets. Tailor reports to see the data that matters most, then download or schedule exports to deliver it automatically to stakeholders. 

See how it looks

Key features

• Build custom reports using asset, user, and Team Competency datasets
• Use pre-built templates from Showpad to get started quickly
• Customize reports by selecting the report elements you need
• Filter data to focus on specific teams, date ranges, or content
• Export reports as CSV or Excel files
• Schedule reports to be delivered to you, your team, or any stakeholders automatically
• Edit, duplicate, re-generate, and delete existing reports

Note: The reporting data is refreshed every morning (UTC), so figures may be up to 24 hours old.

Note: For the best experience when using the Report Builder, we recommend limiting your data range to the past 12 months. Organizations with very large datasets may experience slower performance when selecting a broader date range.

You need this to succeed

What's on the menu

This guide contains detailed articles on using the Report Builder to get the most out of your Showpad data. The following sections will guide you through creating, managing, and exporting your custom reports.

• Create asset engagement reports
  Learn how to build custom reports that track how marketing and user content is being used and engaged with by sellers and buyers. Track views, Shares, downloads, and engagement across different files, Pages, and asset types.
• Create user engagement reports
  See how to build custom user engagement reports. These reports help you track adoption, identify power users, and understand seller productivity using metrics such as days active, sessions, and asset Shares. Choose to analyze individual user performance or review engagement by user group, Division, or direct managers.
• Create Team Competency reports
  Find out how to generate custom reports using the Team Competency dataset to gain insights into your team's performance. Monitor the progress and completion status of competency assessments. Analyze assessment scores and review manager comments to identify strengths and skill gaps.
• Manage and schedule reports
  Understand how to edit, duplicate, delete, and automatically deliver your existing custom reports to yourself or stakeholders.

Data fields and filters

Use these reference articles to view descriptions of the data fields, dimensions, and filters available in each dataset. They apply whether you're building a report in the Report Builder or a chart in the Dashboard Builder.

• Asset data field and filters
• User data field and filters
• Team Competencies data field and filters