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.

With a flexible, drag-and-drop interface, you can analyze performance across different Divisions or user groups to see how engagement trends over time and ensure your teams are getting the most out of the platform.

See how it looks

Key features

• Use templates to quickly start building reports. 
• Build custom reports using specific seller activity metrics
• Visualize team performance with tables, bar charts, line charts, and more
• Filter reports by date range, user group, Division, role, 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 to start from scratch and select one of two report types: Users or User Groups.
3. Apply filters to narrow your data.
4. Drag and drop to dimensions and measures 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. 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 and chart data fields to keep your data accurate and consistently formatted.

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

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

   • User comparison: This bar chart ranks users by their total active days in Showpad, helping you quickly identify your most engaged users.
   • 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. In the upper left of the Report Builder, click Untitled Report to name your report.

   The report will be set with your chosen report type and populated with a pre-selected set of dimensions that you can customize. 

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Or create a report from scratch

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

4. Click Report type and select one of the two report types from the Users dataset:

   Each report type 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.
   • 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.

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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 report data reference tables.

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. For detailed descriptions of all available filters, see the Filter reference table below.

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.

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Understand dimensions and measures

To build custom tables and charts, drag the data fields from the left panel into the configuration slots at the top of the report. The data fields are categorized into 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 left panel lists all available data fields, organized into expandable Dimensions and Measures sections. Dimensions are shown in blue with an abc, 123, or calendar icon, and measures are shown in green with a 123 icon. Data fields currently in use are shown in gray with a check mark next to them. For detailed descriptions of all available data, see the report data reference table.

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Customize the table

Analyze how specific teams or individuals interact with Showpad to identify top performers and adoption gaps. By dragging data fields into the configuration slots at the top of the report, you can build a table that highlights the exact metrics your leadership team needs.

Add and manage columns

1. In the left panel, locate the data field you want to include.
2. Drag and drop your chosen field into the configuration slots at the top of the table.
   • Dimension fields can go in either configuration slot. The top field in the Dimensions slot creates the rows, while additional fields create new columns. Dimension fields in the Measures slot show a count.
   • Measure fields can only be added to the Measures slot.
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. Or click the trash icon next to the data field in the left column. 

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 report data reference table.

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. Drag the Full name field to the Dimensions slot to create a row for each person.
3. Drag the Asset Shares, Sessions, Days Active, and Asset Views fields to the Measures slot.
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.

When you are satisfied with your report, click Save. If you haven’t 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.

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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 activity metrics for individual sellers or managers.
Bar chart	Compare total sessions or shared content across different user groups or Divisions.
Line chart	Track adoption trends, such as daily active users, over a specific period.
Column chart	Identify the most active user groups by their asset Shares.
Pie Chart	See the distribution of total Showpad Video Shares by seller Division.
Treemap Chart	Visualize the proportion of total sessions across different user countries.
Bubble Chart	Identify high-performing sellers by representing sessions as bubble size, grouped by user group.
KPI	Highlight high-level totals, such as total sessions this month or average test scores.

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 chart. Each chart offers a combination of two or more of these configuration slots:

Configuration slot	Description	Recommended data type
Dimensions	Specifies which text-based user data to view, such as Direct Manager. Used in Tables	Dimensions
Measure	The numerical activity you want to count, such as Asset Views or Shared Spaces Created. Used in all charts.	Measures
Category	The primary segments used to label data groups in a chart, such as User Role. Used in Bar Charts, Column Charts, Pie Charts, Treemaps, and Bubble Charts	Dimensions
Group By	Organizes results into deeper sub-segments, like viewing activity by User Countries. Used in Bar Charts, Line Charts, and Column Charts.	Dimensions
X-Axis	Plots time-based data horizontally (e.g., Activity Started At (Month)) Used in Line Charts	Time
Color	Differentiates groups (e.g., User Status) with distinct colors to spot patterns easily. Used in Treemaps and Bubble Charts	Dimensions
Evolution	Compares the growth or decline of a metric (e.g., Sessions) against a previous period to identify adoption trends. Used in KPIs	Time

Example

Create a line chart showing monthly session trends per Division

1. Select Line Chart from the chart list left of the report.
2. Using the filter Activity started, set a date range such as 'Last year'.
3. Drag the Sessions field to the Measure slot.
4. Next, under Activity Started At, select Month and drag it to the X-axis slot. This shows the total session trend for the entire organization.
5. Finally, drag the Division Names field to the Group By slot. You now see separate colored lines for each Division, allowing you to compare which segments are increasing their Showpad usage month-over-month. Hover over points to view monthly sessions per Division.
6. To focus on specific Divisions, click items in the legend to hide or reveal them.
7. 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 charts in our article on creating Report Builder charts.

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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.

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Understand the report data

The following tables describe the data fields available for user and user group reports.

Dimensions

Data field	Description	Users Report	User Groups Report
Activity Started At	Date when the user activity event started. Select a date interval: Year Quarter Month Week Day	Yes	Yes
User Company	Name of the company the user works for.	Yes	No
User Countries	Countries where the user operates.	Yes	No
Direct Manager	Name of the user’s direct manager.	Yes	No
Division Names	Divisions to which the user or user group is assigned.	Yes	Yes
External User ID	User ID assigned by an external provisioning source (if applicable).	Yes	No
Has Direct Manager Role	Whether the user is a direct manager (Yes) or an individual contributor (No)	Yes	No
License Type	License type assigned to the user. Possible values: direct, partner, or view-only.	Yes	No
Managers	Managers of the user’s user groups.	Yes	No
Manager Full Names	Managers of the user group.	No	Yes
Share Origin	The app, browser, or plug-in from which the user or users in a user group shared content.	Yes	Yes
User Created At	The date the asset was first created or uploaded. Select a date interval: Year Quarter Month Week Day	Yes	No
User Email	Email address of the user.	Yes	No
Full Name	Full name of the user.	Yes	No
Showpad User ID	Unique ID of the user.	Yes	No
User Role	Access level based on the user’s objectives. Possible values: Admin, user, or manager.	Yes	No
User Status	Access status of the user. Possible values: active, deactivated, or deleted	Yes	No
User Group Names	User groups the user is assigned to.	Yes	No
Number of Users	Number of users belonging to the user group. The count includes all non-deleted users.	No	Yes
User Group Name	The name of the user group.	No	Yes

 

Measures

Data field	Users description	User Groups descripiton	Calculation notes
Asset Downloads	Number of times assets were downloaded by the user.	Average number of times assets were downloaded by users in the group	The count includes assets downloaded from Shares when the recipient’s email address matches the user’s. Note: New reporting tracks Share downloader emails, so counts may appear higher than before.
Asset Shares	Number of times the user shared content (via email or link).	Average number of times users in the group shared content (via email or link).	The count of unique times one or more assets have been shared via email or link with one or more recipients.  How to read this metric: It is NOT a count of individual recipients (e.g., one email to 5 people = 1 share). It is NOT a count of individual assets (e.g., one link containing 10 files = 1 share). It IS a measure of the sharing action itself. Note: Old reporting counted individual recipients, so the count may differ from before.
Asset Views	Number of times the user viewed any asset within the Showpad app.	Average number of times users in the group viewed any asset within the Showpad app.	All top-level asset views (excluding document page views) by internal users (sellers) across the platform. A user is considered internal when viewing Shared Spaces or Shares if they have an internal email address. Note: New reporting tracks viewer emails, so view counts may appear higher than before.
Collections Active	Number of active Collections owned by the user.	Average number of active Collections owned by the users in the group.	If a Collection was active at any point during the timeframe, it's counted as active.  Active Period: Collections are active from their creation date until the day before they're deleted. Current Collections: Collections that haven't been deleted remain active through today.
Collections Created	Number of Collections created by the user.	Average number of Collections created by the users in the group.	Calculated using the Collection creation date.
Courses Completed	Number of assigned Courses completed by the user.	Average number of assigned Courses completed by the users in the group.	Only current completion date.
Courses Overdue	Number of assigned Courses past their due date.	Average number of Courses assigned to users in the group that are past their due date.	Only required Courses are included. If the Course is not completed before the due date, then the overdue date is set. Overdue date is either the due date or the assigned date Assigned dates can be later than the due date. When that happens, the Course is already overdue when it is assigned. A Course can be marked as overdue, even if it's completed afterwards. Deleted and unpublished Courses are not included Note: Old reporting used more complex logic, so the count may differ from before.
Days Active	Number of calendar days the user actively used the Showpad app.	Average number of calendar days users in the group actively used the Showpad app.	A day is active if a user opens or interacts with any Showpad platform (mobile or web).
Files Edited	Number of assets edited by the user.	Average number of assets edited by the users in the group.	Count of assets (not individual changes) edited by a user (Office Online, Edit App or Google Docs/Slides)
Personal Files	Number of assets uploaded to My Files by the user.	Average number of assets uploaded to My Files by the users in the group.	Considers the initial date the asset is uploaded, not replacement versions.
Pitch Score Average	Average PitchIQ score earned by the user	N/A	Includes only pitch reviews... created during the selected timeframe. from assigned Courses. from submitted pitches. Note: New reporting uses decimal values rather than the rounded average score, so  results may differ from before.
Sessions	Number of times the user opened and used the Showpad app.	Average number of times the users in the group opened and used the Showpad app.	Count is per user per device. Considers app events. If a user-device doesn’t log an event for 30 min the user is considered inactive, and a new session will start with the next incoming event. Note: This is a new way to count sessions using 30-minute time windows. Older reports only counted the total number of sessions. If a user opened the app 20 times in a minute or switched tabs often, each action counted as a session. So, the new windowed session count may be lower than in older reports.
Shared Spaces Created	Number of Shared Spaces created by the user.	Average number of Shared Spaces created by users in the group.	Calculation based on the creation date of the Shared Space.
Showpad Videos Created	Number of Showpad Videos created by the user.	Average number of Showpad Videos created by users in the group.	User-created videos. Considered assets but they are the user’s personal files. Different than marketing videos uploaded by admins.
Showpad Videos Shared	Number of Showpad Videos shared by the user.	Average number of Showpad Videos shared by users in the group.	The count of unique times one or more Showpad Videos have been shared via email or link with one or more recipients.  Note: Old reporting only counted individual recipients, so the count may differ from before.
Test Score Average	Average test score received by the user.	Average test score received by the users in the group.	Only includes: The last test attempt Submitted attempts Attempts with a score

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Filter reference

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

Filter	How to use	Users Report	User Groups Report
Activity started at	Select a date range: Last 30 days Last 90 days Last year This year Custom Choose a date range from the calendar.	Yes	Yes
Direct Manager	Choose whether to include (match ANY) or exclude (match NONE) the selected direct managers. Then select one or more users from the drop-down list.	Yes	No
Division Names	Choose whether to include (match ANY) or exclude (match NONE) the selected Divisions. Then select one or more Divisions from the drop-down list.	Yes	Yes
External User ID	Choose whether to include (match ANY) or exclude (match NONE) the selected external user IDs. Then select one or more external user IDs from the drop-down list.	Yes	No
Has Direct Manager Role	Choose whether to include (match ANY) or exclude (match NONE) the selected user property. Select either: True to view users who are direct managers of users assigned to them. False to view users who do not have a direct manager role.	Yes	No
License type	Select one or more license types from the drop-down list.	Yes	No
Managers	Choose whether to include (match ANY) or exclude (match NONE) the selected managers. Then select one or more managers from the drop-down list.	Yes	Yes
Number of Users	Choose whether to include (match ANY) or exclude (match NONE) a number of users. Then enter a number of users.	No	Yes
Share Origin	Choose whether to include (match ANY) or exclude (match NONE) the selected apps, browsers, and plug-ins. Then select one or more apps, browsers, and plug-ins from the drop-down list.	Yes	Yes
Showpad User ID	Choose whether to include (match ANY) or exclude (match NONE) the selected Showpad user IDs. Then select one or more user IDs from the drop-down list.	Yes	No
User Company	Choose whether to include (match ANY) or exclude (match NONE) the selected companies. Then select one or more companies from the drop-down list.	Yes	No
User Countries	Choose whether to include (match ANY) or exclude (match NONE) the selected countries. Then select one or more countries from the drop-down list.	Yes	No
User Created Date	Select a date range: Last 30 days Last 90 days Last year This year Custom Choose a date range from the calendar	Yes	No
User email address	Choose whether to include (match ANY) or exclude (match NONE) the selected email addresses.  Then select one or more emails from the drop-down list.	Yes	No
User full name	Choose whether to include (match ANY) or exclude (match NONE) the selected users.  Then select one or more user names from the drop-down list.	Yes	No
User group	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.	Yes	No
User group name	Choose whether to include (match ANY) or exclude (match NONE) the selected user group names. Then select one or more user group names from the drop-down list.	No	Yes
User Role	Choose whether to include (match ANY) or exclude (match NONE) the selected Showpad user roles. Then select one or more roles from the drop-down list: Admin Manager Promoted Member User	Yes	No
User status	Choose whether to include (match ANY) or exclude (match NONE) the selected user Showpad access statuses.  Select either: Active Deactivated	Yes	No

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