Build user engagement reports with the Report Builder

Gain visibility into how individuals and teams use Showpad by building custom user engagement reports. These reports help you track adoption, identify power users, and understand seller productivity using metrics such as sessions, asset Shares, and Course completions. By analyzing user or user group performance, you can see how engagement trends over time, ensuring your teams are getting the most out of the platform.

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 user activity to business outcomes.

See how it looks

Key features

• Use templates to quickly start building reports. 
• Build custom reports using specific seller activity metrics
• Filter reports by date range, user group, Division, role, and more
• Save automatically as you build
• Use view mode to explore your data without changing the saved report
• Export your data to CSV and Excel, and schedule delivery 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 and select a relevant report template.
   • Click Create Report to start from scratch and select a user dataset.
3. Apply filters to narrow your data.
4. Select dimensions and measures to customize the table
5. Download or schedule the report.
6. Refer to the dimensions and measure data field definitions as needed.

Do this step by step

Create a report from a template

Templates take the complexity out of report creation. Each one is purpose-built for a specific report type and pre-populated with the right columns to keep your data accurate and consistently formatted.

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

2. Click the Templates tab. Select one of the two user engagement report templates:

   • User engagement: This table provides a comprehensive view of individual activity, including metrics on session frequency, asset interactions, and the creation of Shared Spaces and Collections.
   • User engagement with coach: This table provides an overview of individual performance, including metrics on session frequency, insights into content interaction, and Showpad Coach progress, including Course completion status and test scores.

   

3. The report is populated with a pre-selected set of data fields that you can customize. Click Edit, update the report name if you like, and click Save to open it in the Report Builder.

Or create a report from scratch

1. In the Admin App, go to the Analytics tab and select My Reports.
2. Click Create Report.
3. From the Datasets drop-down menu, select a Users dataset. Each offers a different set of dimensions, measures, and filters that you can customize:
   • Users: Focuses on individual performance, providing a granular view of how each person interacts with assets, completes Courses, and uses the platform. With a Salesforce integration, you can also view impact metrics to see how Showpad usage contributes to seller performance. Learn more about connecting to Salesforce.
   • User Group: Focuses on team-level trends, aggregating activity data by user group to help you compare performance across different regions, departments, or sales teams.
   • Divisions: Focuses on high-level organizational structures, aggregating activity and training data by Division to help you see how different business segments engage with Showpad. 
   • Managers: Focuses on user group leadership, aggregating performance metrics for users within the groups assigned to specific managers to help you track collective team activity. 
   • Direct Managers: Focuses on organizational hierarchies, breaking down performance data by direct and indirect reports to help you analyze team activity based on direct reporting relationships.
4. Name your report and click Create.
5. The Report Builder opens 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 the user 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, arrange, and select 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.
4. Click a filter, then select the data you want to narrow the report to. 

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 user 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 Full Name, User Group Names, or Number of users in a group. Typically text, numeric, or time-based. 
• Measures: Numerical values calculated across your data, such as Sessions or Days Active.

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 user data field and filter descriptions.

Customize the table

Analyze how specific teams or individuals interact with Showpad to identify top performers and adoption gaps. 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. 

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.
• Definitions: For a complete list of what each field represents, see the user data field and filter descriptions.

Example 

Create a weekly activity report for a specific user group:

1. Using the filter Activity started at, set the date range to 'Last 90 days'. Then use the filter User group to select a specific team.
2. From the Dimensions menu, select the 'Full Name' field to create a row for each person.
3. From the Measures menu, select the 'Asset Shares', 'Sessions', 'Days Active', and 'Asset Views' fields.
4. Review the breakdown of individual user activity to identify power users by comparing how frequently each seller actively uses Showpad, downloads materials, and shares content with prospects.

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 export.
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.