Create asset engagement reports with the Report Builder Updated December 05, 2025 16:49 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. With a flexible, drag-and-drop interface and multiple chart visualization options, you can analyze asset performance, identify top-performing content, and see how engagement trends over time. See how it looks Key features Use templates to start building reports quickly. Build custom reports with a comprehensive set of asset engagement metrics Visualize your data with tables, bar charts, line charts, and more Filter reports by date range, Division, user group, asset type, and more Export your data to CSV and Excel, and download charts as PNGs You need this to succeed Plan: eOS Expert, eOS Advanced, eOS Professional Legacy plan: Showpad Coach Essential, Showpad Content Essential, or higher Permissions: Administrator Prerequisites: Activity within your Showpad instance by users The quick way Navigate to Analytics and select Reports. To create a report, either: Click the Templates tab and select a relevant report template. Click Create Report. The Assets report type is pre-selected. Apply filters to narrow your data. Drag and drop to customize the table Optionally choose a chart type to visualize your data differently. Click Save and then Download and/or schedule the report. Reference the data field definitions as needed. Do this step by step Create a new report When creating a report, you can start from scratch or select a template to populate it with pre-selected columns or chart data fields. In the Admin App, go to the Analytics tab and select Reports. Choose how you want to start creating your report: Use a template: Click the Templates tab. Showpad provides two Asset report templates: Assets engagement metrics: A table to analyze deep engagement data, such as views, Shares, and downloads for all your assets, including files and Pages. Content viewing trends: A line chart showing how asset engagement changes over time. Or start from scratch: Click Create Report. In the upper left of the Report Builder, click Untitled Report to name your report. The Assets report type is automatically selected. Note: If you selected a template, your report will populate with predefined columns or chart data fields. If you started from scratch, you will see a blank configuration with the ‘Activity started at’ filter set to ‘Last 90 days’. Back to Top 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 Understanding report fields. 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 Click View filters and select the filters you want to use. To rearrange the filter order, click the dots to the left of each filter name, then drag and drop them into the desired order. 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 Filter reference table below. Note: Filters apply to all chart types and persist when you save the report. Back to Top Customize the table See how content is used within your organization to identify the most engaging assets. Drag-and-drop data fields from the left menu onto the configuration slots 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 and visualize your content performance. Dimensions vs. Measures Configure the table with two types of data: Dimensions: Text-based data, such as Asset Names or Tags (shown with an abc icon), for which you want to view detailed data. The top data field in the Dimensions slot determines the rows of your table. Measures: Numerical data, such as Seller Views or Buyer Downloads (indicated by a 123 icon), you want to calculate and display. Add and manage columnsThe left panel contains all available data fields. To add a column, click and drag a data field from the left panel. Drop the field into the Dimensions or Measures configuration slot at the top of the table. Note: The table always displays Dimension columns on the left, followed by Measure columns. To reorder columns, click the Dimensions or Measures slot, then drag and drop the fields into your desired sequence. To remove a column, click the X icon next to the field name in the configuration slot. 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. Definitions: For a complete list of what each field represents, see Understanding the report data. Example: Create a weekly seller views table for a specific asset over the last 90 days: 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. Drag the Asset Name field to the Dimensions slot. The asset you filtered by appears in the Asset Name column of your table. Drag the Seller Views field to the Measures slot. The total number of seller views for the last 90 days appears in the Seller Views column. Below the Activity Started At field, select Week and drag it to the Dimensions slot. Your table now displays a row for each week in the last 90 days, with the corresponding seller views for that week. 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. Note: Switching to a different chart type before saving will clear all table customizations. Back to Top Visualize your data with charts You can switch between different chart types to find the best way to present your insights. Choose from one of these available chart formats: Chart Type Best Used For Table View precise engagement metrics for individual assets within a specific user group or Division. Bar chart Compare engagement metrics, such as total shares or downloads, across different assets or seller Divisions. Line chart Track engagement trends, like buyer views and shares, for a set of assets over a specific period. Column chart Compare top-performing assets by buyer views or average viewing time. Pie Chart Show the distribution of total shares by seller Division. Treemap Chart Visualize the proportion of buyer viewing time across different asset tags to understand which topics are most engaging. Bubble Chart Identify highest performing assets by seeing seller views represented by bubble size, categorized by tags, and colored by asset type. KPI Highlight key metrics like total shares this month or average buyer viewing time. To customize a chart: Select your desired chart type. Set filters to narrow your data. Drag a data field from the left column onto a configuration slot at the top of the report. Each chart offers a combination of two or more of these configuration slots: Configuration slot Description Recommended data type Icon Dimensions Used in tables to specify which text-based data to view in detail. Example fields: Asset Name or Tags Text-based abc Measure The numerical data point(s) you want to calculate and display, such as the count of Seller Views or Buyer Downloads. Numerical 123 Category The primary text-based segments used to separate and label different data groups in a chart. Example fields: Asset Type or Tags. Text-based abc Group By Organizes results into deeper sub-segments within your chart's primary categories. Example fields: Divisions or User Groups. Text-based abc X-Axis Plots time-based data points horizontally, allowing you to visualize how values change over a specific period. Example fields: Activity Started At or Created At. Time-based Color Visually differentiates and groups results based on text-based data with distinct colors, making patterns easier to spot. Example fields: Content Type or Divisions Text-based abc Evolution Tracks changes over time in KPI charts to display a performance trend sparkline. Example fields: Activity Started At or Created At. Time-based Example: To create a line chart showing how seller views of assets with a specific tag change over time: Using the Activity started at filter, set a date range such as 'Last 90 days'. Then select a specific tag from the Tags filter. Drag the Seller Views field to the Measure slot. Next, under the Activity Started At field, select a date interval, such as 'Month', and drag it to the X-axis slot. You’ll now see how assets with the selected tag are performing with sellers over time. Hover over points in the line to see the number of views for each month. Finally, drag the Asset Name field to the Group By slot to see separate lines for each asset with the selected tag. This helps you see which assets perform better during the same time period. Hover over points to view monthly view counts per asset. To focus on specific assets, click items in the legend to hide or reveal them. Click and drag across the chart to zoom in on a section, and click Clear filter to return to the full view. To save your report as a custom chart and download an image file, click Save & download, then select PNG. Tip: Learn more about chart types and how to build asset engagement charts in our article on creating Report Builder charts. Back to Top Save, download, and schedule your report 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. To download the report, click Download and select either XLSX or CSV. 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. To return to your list of saved reports, click the X icon. Once saved, you can download, schedule, duplicate, and manage your report from your My Reports list. Learn more about managing your reports. Back to Top Understand the report data The following table describes the report fields available for asset reports. Field name Data type Description Activity Started At Date Date when the user activity event started. Select a date interval: Year Quarter Month Week Day Created At Date The date the asset was first created or uploaded. Select a date interval: Year Quarter Month Week Day Authors Text The user who uploaded or created the asset, or any user assigned as its author. Global Asset Text Indicates whether the asset is global (shared with all Divisions). True = global False = not global Asset Name Text The name of the asset as it appears in the Library or My Files. Asset Type Text The file type of the asset. Either: 3D-model Audio Document Page Personal video recording Photo SCORM URL asset Video Custom Showpad App (webapp) Buyer Interest Text The buyer engagement performance grade. It is measured over the last 3 months, using percentiles to rank files from A (Top Performing) to E (Underperforming) based on recipient views. Local files are compared to local files in the same Library/Division. Global files are compared to all global files. Content Type Text Indicates if the asset is either: Marketing Content (distributed from the Admin App) User Content (uploaded or created by the user) Divisions Text The list of Divisions to which the asset is currently assigned. License Type Text License type of the user who accessed the asset. Either: Direct Partner Seller Interest Text The seller engagement performance grade. It is measured over the last 3 months, using percentiles to rank files from A (Top Performing) to E (Underperforming) based on in-app views. Local files are compared to local files in the same Library. Shared Spaces Text List of currently active Shared Spaces containing the asset. Tags Text The list of tags currently applied to the asset. User Groups Text User groups with which the asset has been distributed. Buyer Downloads Number The number of times the asset was downloaded by external users. Buyer Viewers Number The number of unique external users who viewed the asset. Buyer Viewing Time Number The total time external users spent viewing the asset. Buyer Viewing Time Total Average Number The average time external users spent viewing the asset. Buyer Views Number The number of times the asset was viewed by external users. Included In Collections Number The number of Collections the asset has been added to. Included In Shared Spaces Number The number of active Shared Spaces the asset is part of. Included In Shares Number The total number of Shares that included this asset. A Share with multiple reciepients is counted as one Share. Seller Downloads Number The number of times the asset was downloaded by internal users. Seller Viewers Number The number of unique internal users who viewed the asset. Seller Viewing Time Number The total time internal users spent viewing the asset. (in seconds?) Seller Viewing Time Total Average Number The average time internal users spent viewing the asset. Seller Views Number The number of times the asset was viewed by internal users. Views Per Buyer Number Average number of times external buyers view the asset. Views Per Seller Number Average number of times internal users view the asset. Back to Top Filter reference The following table lists all available filter options and usage instructions. Filter name How to use Activity started at Select a date range: Last 30 days Last 90 days Last year This year CustomChoose a date range from the calendar. Created at Select a date range: Last 30 days Last 90 days Last year This year CustomChoose a date range from the calendar Authors Choose whether to include (match ANY) or exclude (match NONE) the selected users. Then select one or more authors from the drop-down list. Global assets Select either: True to only view global assets. False to only view assets that are specific to individual Divisions. Asset names Choose whether to include (match ANY) or exclude (match NONE) the selected assets. Then select one or more asset names from the drop-down list. Asset types Choose whether to include (match ANY) or exclude (match NONE) the selected asset types. Then select one or more asset types from the drop-down list: 3D-model Audio Document Page Personal video recording (Showpad Video) Photo SCORM URL asset Video Webapp (Custom Showpad App) Buyer interest grades Select one or more grades from the drop-down list: A (Top Performing) B (Strong) C (Solid) D (Limited) E (Underperforming) Content types Select either: Marketing Content to only view assets distributed from the Admin App User Content to only view assets uploaded or created by the user. Divisions Choose whether to include (match ANY) or exclude (match NONE) the selected Divisions. Then select one or more Divisions from the drop-down list. License type Select one or more license types from the drop-down list. Seller interest grades Select one or more grades from the drop-down list: A (Top Performing) B (Strong) C (Solid) D (Limited) E (Underperforming) Shared Spaces Choose whether to include (match ANY) or exclude (match NONE) the selected Shared Spaces. Then select one or more Shared Spaces from the drop-down list. Tags Choose whether to include (match ANY) or exclude (match NONE) the selected tags. Then select one or more tags from the drop-down list. User groups Choose whether to include (match ANY) or exclude (match NONE) the selected user groups. Then select one or more user groups from the drop-down list. Back to Top Related articles Guide to the Showpad Report Builder Visualize data with charts in the Report Builder Create Team Competency reports with the Report Builder 2026 Preparing for the Shared Spaces Management Dashboard for managers