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. With a flexible, drag-and-drop interface and multiple chart visualization options, including tables, column charts, and pie charts, you can tailor reports to see the data that matters most.

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
• Visualize data with tables, bar charts, line charts, and more
• 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, and download charts as PNGs
• Schedule reports to be delivered to you, your team, or any stakeholders automatically
• Edit, duplicate, re-generate, and delete existing reports

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 visualizing 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. 
• 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.
• Visualize data with charts
  Discover the different chart types and visualization options, such as tables, line charts, and pie charts, that you can use to represent your report data.
• Manage and schedule reports
  Understand how to edit, duplicate, delete, and automatically deliver your existing custom reports to yourself or stakeholders.