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.

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

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. The Assets report type is pre-selected.
3. Apply filters to narrow your data.
4. Drag and drop to customize the table
5. Optionally choose a chart type to visualize your data differently.
6. Click Save and then Download and/or schedule the report.
7. 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.

1. In the Admin App, go to the Analytics tab and select Reports.
2. 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.
3. In the upper left of the Report Builder, click Untitled Report to name your report.
4. 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’.

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

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 Filter reference table below.

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

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 columns
The left panel contains all available data fields.

1. To add a column, click and drag a data field from the left panel.
2. 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.
3. To reorder columns, click the Dimensions or Measures slot, then drag and drop the fields into your desired sequence.
4. 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:

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. Drag the Asset Name field to the Dimensions slot. The asset you filtered by appears in the Asset Name column of your table.
3. 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.
4. 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.

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:

To customize a chart:

1. Select your desired chart type.
2. Set filters to narrow your data.
3. 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:

Example: To create a line chart showing how seller views of assets with a specific tag change over time:

1. Using the Activity started at filter, set a date range such as 'Last 90 days'. Then select a specific tag from the Tags filter.
2. Drag the Seller Views field to the Measure slot.
3. 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.
4. 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.
5. To focus on specific assets, click items in the legend to hide or reveal them.
6. 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.

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 your My Reports list. Learn more about managing your reports.

Understand the report data

The following table describes the report fields available for asset reports.

Filter reference

The following table lists all available filter options and usage instructions.