Create Team Competency reports with the Report Builder

Gain deeper insights into your team’s skill development with exportable Team Competency reports. These reports help you track assessment completion, identify skill strengths and gaps by role, and connect learning outcomes to performance.

With a flexible, drag-and-drop interface, you can build custom reports and visualize data using charts to unlock a critical layer of visibility for diagnosing competency gaps, tailoring enablement, and driving results.

See how it looks

Key features

• Get started quickly with pre-built report templates from Showpad
• Create custom reports for three types of competency assessment data
• Export reports to CSV and Excel formats
• Get a clear view of team readiness by surfacing competency gaps
• View actionable insights and coaching ROI metrics
• Visualize your data with tables, bar charts, line charts, and more

You need this to succeed

The quick way

1. Navigate to Analytics and select Reports.
2. To create a report, either:
   • Click the Templates tab and select a relevant report template.
   • Click Create Report to start from scratch and select one of the three report types from the competencies dataset.
3. Apply filters to refine your data.
4. Customize your report table.
5. Alternatively, choose a chart type to visualize your report.
6. Save, download, and schedule.
7. Reference the data and filter definitions

Do this step by step

Create a report from a template

We recommend starting with a template to ensure your data is accurate and easy to read. Each template is designed for a specific report type, automatically organizing your columns to match the dataset. This pre-configured foundation prevents the formatting issues or mismatched data that can occur when building a report from scratch.

1. In the Admin App, go to the Analytics tab and select Reports.
2. Click the Templates tab. Select one of three Competencies report templates:
   • Assessments In Progress & Completed: Monitor the completion status of competency assessments for different teams and roles. 
   • Assessments Not Started: Identify users who have not yet started their assigned competency assessments. 
   • Assessment Scores & Comments: Analyze assessment scores and review manager comments to identify strengths and skill gaps.
3. In the upper left of the Report Builder, click Untitled Report to name your report.
4. The report will be set with your chosen report type and populated with a pre-selected set of dimensions that you can customize. 

Or create a report from scratch

1. In the Admin App, go to the Analytics tab and select Reports.
2. Click Create Report.
3. In the upper left of the Report Builder, click Untitled Report to name your report.
4. Click Report type and select one of the three report types from the Competencies dataset:

You can create three types of Team Competencies reports. Each report type table starts with a pre-selected set of dimensions that you can customize:

• Assessments In Progress & Completed: Monitor the completion status of competency assessments for different teams and roles. 
• Assessments Not Started: Identify users who have not yet started their assigned competency assessments. 
• Assessment Scores & Comments: Analyze assessment scores and review manager comments to identify strengths and skill gaps. 

Apply filters to refine your data

Use the filters panel to narrow your report data. 

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 broader date ranges.

Each report type defaults to a different set of filters:

Assessments In Progress & Completed:

• Assessment updated: Select either Last 30 days, Last 90 days, Last year, This year, or Custom and choose a date range from the calendar.
• Competency roles: Select one or more Competency roles.
• User groups: Include or exclude specific user groups.

Assessments Not Started:

• Date: Select either Last 30 days, Last 90 days, Last year, This year, or Custom and choose a date range from the calendar.
• Competency roles: Select one or more Competency roles.

Assessment Scores & Comments:

• Assessment updated: Select either Last 30 days, Last 90 days, Last year, This year, or Custom and choose a date range from the calendar.
• Competency roles: Select one or more Competency roles.
• User groups: Include or exclude specific user groups.

Tip: To ensure accurate reporting, select the exact date range of your review cycle or desired reporting period. The data shown is based on activity within that window. If the date range is too broad, you may see outdated or misleading information.

Example: A user submitted a review in January, but your review cycle runs from June to September. If you don’t limit the report to that timeframe, their January review may appear as the most recent, giving the false impression that they completed the current cycle.

Add and manage filters

1. Click View filters and select the filters you want to use.
2. To rearrange the filter order, click the dots to the left of each filter name, then drag and drop them into the desired order.
3. Click Save.

Clear filters

• Clear values: To clear specific values, uncheck the selected values in the dropdown.
• Clear filter: To clear a filter entirely, click the X next to the filter name.

Filter tips

• Visual cue: When a filter is applied, the field displays the number of selected values.
• Date ranges: A date range filter displays the specific dates next to the filter field.
• Definitions: Filter options vary by report type. For detailed descriptions of all available filters, see the filter reference table.

Note: Filters apply to all chart types and persist when you save the report.

Customize the table

While viewing your report as a table, you can customize which dimensions appear and in what order.

• Add report fields: Drag data fields from the left menu onto the Dimensions configuration slot.
• Reorder columns: Click the Dimensions slot, then drag and drop the fields into the desired order.
• Remove a column: Click the Dimensions slot, then click the X icon next to the field you want to remove.

Note: Selecting a different chart type before saving will clear any customization you’ve applied to the report table.

Visualize your data with charts

While Team Competency reports are preselected to display as a table, you can create these report types using any of the available chart formats:

To customize a chart:

1. Select your desired chart type.
2. Set filters to narrow your data
3. Drag a report field from the left column onto a configuration slot at the top of the chart. Each chart offers a combination of two or more of these configuration slots:

Example: To create a line chart showing how scores change over time:

1. Select the Assessment Scores & Comments report type.
2. Using the Assessment updated filter, set a date range.
3. Drag the ‘Manager Review Score’ to the Measure slot.
4. Next, select a date interval (Year, Quarter, Month, Week, or Day) below the ‘ Manager Review Submitted At’ field, and drag it to the X axis slot.
5. Finally, Drag the ‘Competency Name’ to the Group By slot to see separate lines for each competency being tracked.

3. To save your report as a customized chart and download an image file, click Save & download and select PNG.

Learn more about chart types.

Save, download, and schedule your report

1. When you are satisfied with your report, click Save. If you have not already named the report, give your report a descriptive name and click Save.
2. To download the report, click Download and select either XLSX or CSV.
3. To schedule the report to be emailed to you and/or other recipients regularly, click Schedule. Select the report export frequency, enter the recipient email addresses, select the export type, and click Schedule.
4. To return to your list of saved reports, click the X icon.

Once saved, you can download, schedule, duplicate, and manage your report from the main reports list.  Learn more about managing your reports.

Understand the report data

Each report includes columns that organize your data by key metrics. Use the descriptions below to understand how each report is structured and what each column represents.

Report types

• Assessments In Progress & Completed
• Assessments Not Started
• Assessment Scores & Comments

Assessments In Progress & Completed

This report provides a snapshot of assessments that are in progress or completed within a specified timeframe. It shows the latest assessment and review status for each user and manager, along with relevant dates and identifiers for tracking progress. Each row represents a unique assessment for a user in a competency role.