Visualize data with charts in the Report Builder

The quick way

1. Open the Report Builder
2. Select a report type
3. Apply filters
4. Select a chart type and configure the fields
   • Table
   • Bar chart
   • Line chart
   • Column chart
   • Pie chart
   • Treemap chart
   • Bubble chart
   • KPI

Do this step by step

Open the Report Builder

When you create or edit a report in the Report Builder, you can select a chart type from the visualization menu. 

1. To open the Report Builder, navigate to the Analytics tab and select Reports from the left side menu.

2. Open the Report Builder by creating or editing a report. You can either:

   • Click Create Report to start building a new report.
   • Click the Templates tab, then select the Content viewing trends template to start with a line chart revealing which assets are viewed most often over time.
   • Or click the three dot menu next to a report in the My Reports list and select Edit to update the data and/or change the chart type of an existing report.

   

---

Select a report type

Begin by naming your report and then select a report type.

1. In the upper left of the Report Builder, click Untitled Report to name your report.
2. Below the report name, select the report type:
   • Assets: The Assets report type is automatically selected. Use this report type to analyze asset views, Shares, and downloads across all files and Pages in your organization. Find out more about building asset engagement reports.
   • Competencies: Alternatively, click Report type and choose a subcategory of the Competencies report to gain insights into your team's strengths and skill gaps. Learn more about building Team Competency reports.

The left panel lists the data fields you can use to configure your report. 

1. To add data to a chart, click and drag a data field from the left panel.
2. Drop the field into a configuration slot at the top of the chart. 

For full definitions of all asset data fields, see the Understanding report fields section in the Assets Report article.

---

Apply filters to refine your data

Use the filters panel at the top of the Report Builder to focus on the insights that matter most to you. 

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

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 filters: 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 for asset reports, see the Filter reference section in the Assets Report article.

---

Choose the right chart for your data

Use this guide to learn about the available chart types and when to use them. To begin visualizing your data, select a chart type from the column directly to the left of the report.

Table Bar chart Line chart Column chart Pie chart Treemap chart Bubble chart

Note: Switching to a different chart type before saving will clear all table or chart customizations.

---

Table (Default)

A table organizes your data into rows and columns. It’s the most straightforward way to view your data and is useful for looking up specific values. It's best for viewing precise numbers, comparing individual values, and presenting detailed data that requires a direct lookup.

Example 

Detailed Asset Performance

This table provides a granular view of how specific assets have performed over the last 90 days. It shows a detailed breakdown of engagement metrics for individual assets.

• Filters: Activity started at: Last 90 days
• Dimensions: Asset Name, Asset Type
• Measures: Seller Views, Buyer Views, Included in Shares, Seller Downloads, Buyer Downloads

This table is perfect for a deep dive into your content's performance. You can sort by any column to find your most shared assets, identify content that gets a lot of internal views but isn't shared externally, or see which assets sellers and buyers download most often. This level of detail helps you make informed decisions about which content to update, promote, or retire.

Table data configuration slots

• 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. 

How to customize your table

Add and manage columns

• Add: Drag a data field from the left panel onto the Dimensions or Measures slot.

  Note: The table always displays Dimension columns on the left, followed by Measure columns.

• Reorder: Click the Dimensions or Measures slot, then drag and drop the fields into your desired order.
• Remove: Click the Dimensions or Measures slot and click the X icon next to the field you want to remove.

Formatting tips

• 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.

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.

---

Bar chart

A bar chart uses horizontal bars to compare values across different categories. The length of each bar is proportional to the value it represents, making it easy to see which categories are highest or lowest. It's best for comparing distinct categories, such as asset types or user groups, to see which ones are performing best.

Example

Most Viewed Asset Types by Division

This chart helps you understand which types of content your sellers engage with the most, broken down by their Division. It shows a comparison of seller views across different asset types, grouped by Division.

• Filters: Activity started at: Last 90 days
• Category: Asset Type
• Measures: Seller Views
• Group By: Divisions

Use this bar chart to determine whether sellers in one Division prefer viewing documents, while those in another Division prefer videos. This can help you tailor your content strategy for different regions.

Bar chart data configuration slots

• Category: Text-based segments used to separate and label different data groups. Example fields: Asset Type or Tags (shown with an abc icon). 
  • You can add only one field to this configuration slot.
• Measure: The numerical data points you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). 
• Group By: Organizes results into deeper text-based sub-segments within your chart's primary categories. Example fields: Divisions or User Groups (shown with an abc icon). 
  • You can add only one field to this configuration slot. 
  • If left empty, the chart may automatically group by a field from the Measure slot. 
  • To see what grouping is active, check the legend on the right side of your chart.

How to customize your bar chart

Manage chart data

• Category or Group by: Drag a data field to the Category or Group by slot to replace the current selection. Click the X icon next to the slot name to remove the field entirely.
• Measures: Drag a report field to the Measure slot to add it. Click the X icon next to a specific field to remove it, or click the X icon next to the Measure slot to clear all fields.

Viewing tips

• View details: Hover over an individual bar to see exact values.
• Isolate data: Click one or more bars to focus on them. Click Clear filter to return to the full chart view.
• Filter by group: Click legend items on the right to hide or reveal specific groups, allowing you to focus on particular data series.

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

---

Line chart

A line chart displays data points connected by straight lines, showing how a value changes over time. It's best for tracking performance and identifying trends over a period. For example, use a line chart to visualize seller views on a key asset over the last six months.

Example 

Content Viewing Trends Over Time

This chart tracks the trend in time spent viewing different types of content by sellers and buyers. It shows the total time sellers and buyers have spent viewing different types of assets over the last 30 days.

• Filters: Activity started at: Last 30 days
• Measure: Seller Viewing Time, Buyer Viewing Time
• X axis: Activity Started At > Day
• Group by: Type

Use this line chart to monitor engagement trends and determine whether time spent viewing content increases after a product launch or marketing campaign. A dip in engagement could indicate a need for new content or a change in strategy.

Line chart data configuration slots

• Measure: The numerical data points you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). 
• 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 (shown with a calendar icon). 
  • You can add only one field to this slot.
• Group By: Organizes results into deeper text-based sub-segments within your chart's primary categories. Example fields: Divisions or User Groups (shown with an abc icon). 
  • You can add only one field to this slot. 
  • If left empty, the chart may automatically group by a field from the Measure slot. 
  • To see what grouping is active, check the legend on the right side of your chart.

How to customize your line chart

Manage chart data

• X axis or Group by: Drag a report field to the X axis or Group by slot to replace the current selection. Click the X icon next to the slot name to remove the field entirely.
• Measure: Drag a report field to the Measure slot to add it. Click the X icon next to a specific field to remove it, or click the X icon next to the Measure slot to clear all fields.

Viewing tips

• View details: Hover over the lines to view details about each data point.
• Isolate data: Click on the chart and drag left or right. Click Clear filter to return to the whole chart.
• Filter by group: Click on items in the legend on the right. This will hide or reveal specific groups, letting you focus on particular data series.

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

---

Column chart

A column chart uses vertical columns to display and compare values across different categories. It is similar to a bar chart but is oriented vertically. It's best used for comparing a small number of distinct categories, especially when the category labels are short. It's effective for showing rankings or comparisons at a single point in time.

Example

Top Tagged Content Engagement

This chart helps you compare buyer engagement across content categories defined by your tags. It shows a comparison of buyer views for assets associated with specific, key tags.

• Filters: Tags: selected tags, Activity started at: Last 90 days
• Measures: Buyer Views
• Category: Tags
• Group By: Asset Type

This column chart helps you quickly see which content categories are resonating most with buyers. For example, you might find that assets tagged with “Case Study” are viewed far more than those tagged with “Pricing”, suggesting buyers are more interested in proof points than cost details early on.

Column chart data configuration slots:

• Measure: The numerical data points you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). 
• Category: Text-based segments used to separate and label different data groups. Example fields: Asset Type or Tags (shown with an abc icon). 
  • You can add only one field to this slot.
• Group By: Organizes results into deeper text-based sub-segments within your chart's primary categories. Example fields: Divisions or User Groups (shown with an abc icon). 
  • You can add only one field to this slot. 
  • If left empty, the chart may automatically group by a field from the Measure slot.
  • To see what grouping is active, check the legend on the right side of your chart.

How to customize your column chart

Manage chart data

• Category or Group by: Drag a report field to the Category or Group by slot to replace the current selection. Click the X icon next to the slot name to remove the field entirely.
• Measure: Drag a report field to the Measure slot to add it. Click the X icon next to a specific field to remove it, or click the X icon next to the Measure slot to clear all fields.

Viewing tips

• View details: Hover over each column to view its details.
• Isolate data: Click one or more columns to focus data. Click Clear filter to return to the whole chart.
• Filter by group: Click on items in the legend on the right. This will hide or reveal specific groups, letting you focus on particular data series.

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

---

Pie chart

A pie chart is a circular graph divided into slices to show numerical proportion. Each slice represents a category, and its size is proportional to the quantity it represents. It's best used for showing parts of a whole or percentage-based data, such as seller views per Division. Use a pie chart when you have a small number of categories (ideally fewer than six).

Example 

Share activity by user group

This chart helps you understand which user groups share assets the most with buyers. It shows the proportion of Shares that include assets.

• Filters: Activity started at: Last 90 days
• Measure: Included in Shares
• Category: User Group

This pie chart reveals which user groups are sharing content most frequently. If you notice one group, such as 'Sales EMEA', has a significantly larger slice, you can identify them as your most active sharers. Conversely, a very small slice for another group might highlight a team that needs more coaching in sharing best practices, or they may need new content tailored to their market.

Pie chart data configuration slots

• Measure: The numerical data points you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). 
• Category: Text-based segments used to separate and label different data groups. Example fields: Division or User Group (shown with an abc icon). 
  • You can add only one field to this slot.

How to customize your pie chart

Manage chart data

• Measure: Drag a report field to the Measure slot to add it. Click the X icon next to a specific field to remove it, or click the X icon next to the Measure slot to clear all fields.
• Category: Drag a report field to the Category slot to replace the current selection. Click the X icon next to the slot name to remove the field entirely.

Viewing tips

• View details: Hover over an individual slice to view details about it.
• Isolate data: Click one or more slices to focus data. Click Clear filter to return to the whole chart.
• Filter by category: Click on items in the legend on the right. This will hide or reveal specific categories, letting you focus on particular data series.

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

---

Treemap chart

A treemap chart displays hierarchical data as a set of nested rectangles. The size of each rectangle represents its value, making it easy to spot patterns and compare proportions. It's best for visualizing a large number of categories that can be organized into a hierarchy, especially when you want to see each category's contribution to the whole.

Example 

Engagement Across Divisions and User Groups

This chart can help you identify which teams engage the most with the available content. It shows a breakdown of seller views, first by Division and then by User Group within each Division.

• Filters: Activity started at: Last 30 days
• Measure: Seller Views
• Category: Divisions
• Color: User Groups

Use this treemap to quickly spot which Divisions and specific teams are most active. If a particular group shows low engagement, it may indicate a need for more relevant content or additional training.

Treemap data configuration slots

• Measure: The numerical data point you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). 
  • You can add only one field to this slot.
• Category: Text-based segments used to separate and label different data groups. Example fields: Asset Type or Tags  (shown with an abc icon). 
  • You can add only one field to this slot.
• 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 (shown with an abc icon). 
  • You can add only one field to this slot.

How to customize your Treemap chart

Manage chart data

• Category, Measure, or Color: Drag a report field to the Category, Measure, or Color slot to replace the current selection. Click the X icon next to the slot name to remove the field entirely.

Viewing tips

• View details: Hover over an individual rectangle to view details about it.
• Isolate data: Click one or more rectangles to focus data. Click Clear filter to return to the whole chart.
• Filter by color: Click on items in the legend on the right. This will hide or reveal specific colors, allowing you to focus on specific data series.

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

---

Bubble chart

A bubble chart is a fun way to show how many values you have per category. The higher the value, the larger the bubble, giving you a quick overview of your top categories. To get even more value from this chart type, you can group similar categories by using the same or similar colors. It's best for comparing multiple categories at a glance and quickly identifying the highest performers.

Example: Top Tags by Seller Engagement

This chart shows which topics are most popular with sellers and which content formats are performing best for each topic. Each bubble represents a tag. It shows a comparison of tags based on seller views, with bubbles colored by asset type.

• Filters: Activity started at: Last 90 days
• Measure: Seller Views
• Category: Tags
• Color: Type

This bubble chart makes it easy to identify which topics (tags) resonate most with your sellers. By coloring bubbles by asset type, you can also see whether specific topics perform better as videos or documents. For instance, you might notice that the 'Product Demo' tag has a large bubble with the 'video' color, indicating that video demos are highly effective.

Bubble chart data configuration slots

• Measure: The numerical data point you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon). 
  • You can add only one field to this slot.
• Category: Text-based segments used to separate and label different data groups. Example fields: Asset Type or Tags (shown with an abc icon). 
  • You can add only one field to this slot.
• 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 (shown with an abc icon). 
  • You can add only one field to this slot.

How to customize your bubble chart

Manage chart data

• Category, Measure, or Color: Drag a report field to the Category, Measure, or Color slot to replace the current selection. Click the X icon next to the slot name to remove the field entirely.

Viewing tips

• View details: Hover over an individual bubble to view details about it.
• Isolate data: Click a bubble to focus data. Click Clear filter to return to the whole chart.
• Filter by color: Click on items in the legend on the right. This will hide or reveal specific colors, allowing you to focus on specific data series.
   

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

---

KPI (Key Performance Indicator)

A KPI chart displays a single, important metric in a highly visible way. You can view a quick snapshot of a key metric without needing a detailed chart. The tile displays a key value and includes a simple line graph (sparkline) to show the performance trend over time. It's best for highlighting a single, critical number from your report, such as the total number of buyer views or the number of unique assets viewed.

Example 

Average Seller Viewing Time

This KPI provides a snapshot of the average time sellers spend with content. It shows the average time sellers spend viewing assets.

• Filters: Activity started at: Last 90 days
• Measures: Seller Viewing Time Total Average
• Evolution: Activity Started At (Week)

Use this KPI metric to understand seller engagement at a high level. A low average viewing time might indicate that content isn't holding sellers' attention, while a high average time suggests deep engagement. The sparkline will show if this engagement is trending up or down.

KPI data configuration slots

• Measure: The numerical data point you want to calculate and display, such as the count of Seller Views or Buyer Downloads (shown with a 123 icon).
  • You can add only one field to this slot. 
• Evolution: Tracks changes over time in KPI charts to display a performance trend sparkline. Example fields: Activity Started At or Created At (shown with a calendar icon). 
  • You can add only one field to this slot.

How to customize your KPI chart

Manage chart data

• Measure or Evolution: Drag a report field to the Measure or Evolution slot to replace the current selection. Click the X icon next to the slot name to remove the field entirely.
   

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

---