Create asset engagement reports with the Report Builder

Understand how sellers and buyers interact with your content by building custom asset engagement reports. These reports give you detailed insights into views, Shares, and downloads for all your assets, including files and Pages. Then export these custom reports to share with your stakeholders.

The Report Builder automatically saves your changes, so you never lose your work. Switch to view mode to explore your data without changing the saved report. If your organization is connected to Salesforce, you can also add impact metrics to connect asset usage to business outcomes.
 

See how it looks

Key features

• Use templates to start building reports quickly. 
• Build custom reports with a comprehensive set of asset engagement and impact metrics
• Filter reports by date range, Division, user group, asset type, and more
• Save automatically as you build, and switch to view mode to explore your data without changing the saved report
• Download your data to CSV and Excel or schedule recurring emails to stakeholders. 

You need this to succeed

The quick way

1. Navigate to Analytics and select My Reports.
2. To create a report, either:
   • Click the Templates tab to start with the template.
   • Click Create Report and select the Assets dataset.
3. Apply filters to narrow your data.
4. Select dimensions and measures to customize the table
5. Download or schedule the report.
6. Reference the data field definitions as needed.

Do this step by step

Create a new report

When creating a report, start from the Assets report template or build one from scratch. Both paths open the Report Builder, where you can customize filters, dimensions, and measures.

1. In the Admin App, go to the Analytics tab and select My Reports.

2. Choose how you want to start creating your report:

   • Use the template:
     1.  Click the Templates tab and select Assets engagement metrics. The report opens in view mode with predefined columns already in place. 
     2. Click Edit, update the report name if you like, and click Save to open it in the Report Builder.
   • Or start from scratch: 
     1. Click Create Report, select Assets from the Dataset drop-down menu, name your report, and click Create.
     2. The Report Builder opens with the 'Activity started at' filter set to 'Last 90 days' and the 'Show' filter set to 'Only assets with activity'.

   

Apply filters to refine your data

Use the filters panel to focus on the insights that matter most to you. For detailed descriptions of all available data, see the asset data field and filter descriptions.

Note: For the best experience, 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.

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 while keeping the filter active, 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: For detailed descriptions of all available filters, see the asset data field and filter descriptions.

Understand dimensions and measures

To build custom report tables, click the Dimensions or Measures drop-down menus and select the data fields you want to include. Each field belongs to one of two types:

• Dimensions: Descriptive fields that identify or characterize what you are looking at, such as Asset Names or Tags. Typically text or time-based.  
• Measures: Numerical values calculated across your data, such as Seller Views or Buyer Downloads.

The Dimensions and Measures drop-down menus list all available data fields in expandable sections. Fields already in your table appear at the top under Selected, marked with a check mark. 

Dimensions are highlighted in blue with an abc or calendar icon. Measures are highlighted in green with a 123 or KPI icon. The Measures menu includes three expandable sections: KPI, Measures, and Dimensions. Click a section title to expand or collapse it.

To find a specific field, use the search bar at the top of either menu. For detailed descriptions of all available data fields, see the asset data field and filter descriptions.

Customize the table

See how content is used within your organization to identify the most engaging assets. Select data fields from the drop-down menus at the top of the report to build a table that highlights exactly what you need to see. Giving you complete control over how you analyze your content performance.

Add and manage columns

1. Click either the Dimensions or Measures menu, and locate the data field you want to include.

2. Click your chosen field to add it to the table.

   Note:
   - The top field in the Dimensions list creates the rows, while additional fields create new columns.
   - Dimensions are available in either menu.
   - Dimension fields selected from the Measures list show a count.

3. To reorder columns, click the Dimensions or Measures menu, then drag and drop the selected fields into your desired sequence.
4. To remove a column, click the trash icon next to the field name in the menu.
5. The changes you make to the report save automatically. You can view the date and time of last save at the top of the Report Builder. 
6. To update the name of the report, click the name and edit it. Click the checkmark icon when done.

Note: The table always displays Dimension columns on the left, followed by Measure columns, regardless of the order in which you add them.

Tips for formatting

• Sort: Click any column header to sort the table by that field.
• Resize: Hover between column headers until the resize icon appears, then click and drag to adjust the width.
• Reference: For a complete list of what each field represents, see the asset data field and filter descriptions.

Example 

Create a weekly seller views table for a specific asset over the last 90 days:

1. Using the Activity started at filter, set the date range to 'Last 90 days'. Then use the Asset name filter to select a specific asset.
2. From the Dimensions menu, select the 'Asset Name' field. The asset you filtered by appears in the Asset Name column of your table.
3. From the Measures menu, select the 'Seller Views' field. The total number of seller views for the last 90 days appears in the Seller Views column.
4. From the Dimensions menu, below the 'Activity Started At' field, select 'Week'. Your table now displays a row for each week in the last 90 days, with the corresponding seller views for that week.

View, download, and schedule your report

1. Click View to review the report without updating the columns. Adjust the filters to see the data fields in different ways. Filter changes in view mode are not saved and will not be exported. 
2. To download the report, click Export, then select XLSX or CSV.
3. To schedule the report for regular email to you and/or other recipients, click Export, then select Schedule. Select the report export frequency, enter the recipient email addresses, select the export type, and click Schedule.
4. To make permanent changes to the report, click Edit to open it in the Report Builder.
5. To return to your list of saved reports, click the X icon.

You can download, schedule, duplicate, and manage your report from your My Reports list. Learn more about managing your reports.