User data terms and filter descriptions

Date when the user activity event started.

Select a date interval:

• Year
• Quarter
• Month
• Week
• Day

License type assigned to the user.

Possible values: direct, partner, or view-only.

The standardized currency used to report the revenue of the seller’s closed-won deals. This reflects your organization's Salesforce corporate currency (e.g., USD). Any deals closed in other local currencies are automatically converted into this corporate currency for reporting purposes.

Note: Requires the Showpad for Salesforce app installed and configured with the permissions needed to sync deal data from Salesforce. Learn more about connecting to Salesforce.

The date the user was added to Showpad.

Select a date interval:

• Year
• Quarter
• Month
• Week
• Day

The most recent date this user logged in to Showpad.

Select a date interval:

• Year
• Quarter
• Month
• Week
• Day

Note: This isn’t a reliable indicator of usage activity, as users may remain logged in indefinitely depending on the app they use and the session duration set by the admin.

Access level based on the user's objectives.

Possible values: Admin, user, or manager.

Access status of the user.

Possible values: active, deactivated, or deleted.

• 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.

• 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.

• All top-level asset views (excluding document page views) by internal users 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.

• Deals opened and closed on the same day are excluded (treated as zero)
• Pulls all opportunities where the user is the owner.

Note: Requires the Showpad for Salesforce app installed and configured with the permissions needed to sync deal data from Salesforce. Learn more about connecting to Salesforce.

• Sum of opportunity amounts, counting only won deals.
• All amounts are converted to the Salesforce corporate currency based on your organization's configured exchange rates.
• Pulls all opportunities where that user is the owner.

Note: Requires the Showpad for Salesforce app installed and configured with the permissions needed to sync deal data from Salesforce. Learn more about connecting to Salesforce.

• If a Collection was active at any point during the timeframe, it's counted as active.
• Active period runs from creation date until the day before deletion.
• Current Collections that haven't been deleted remain active through today.

• Calculated using the Collection creation date.

• Only current completion date.

• Only required Courses are included.
• If not completed before the due date, the overdue date is set.
• Overdue date is either the due date or the assigned date (if assigned after the due date, the Course is already overdue when assigned).
• A Course can be marked overdue even if completed afterward.
• Deleted and unpublished Courses are not included.

Note: Old reporting used more complex logic, so the count may differ from before.

• A day is active if a user opens or interacts with any Showpad platform (mobile or web).

• Count of assets (not individual changes) edited by a user via Office Online, Edit App, or Google Docs/Slides.

• Considers the initial upload date, not replacement versions.

• Includes only pitch review…

• created during the selected timeframe.
• from assigned Courses.
• from submitted pitches.

Note: New reporting uses decimal values rather than rounded averages, so results may differ from before.

• Count is per user per device.
• Considers app events.
• If a user-device doesn't log an event for 30 minutes, the user is considered inactive, and a new session starts with the next event.

Note: This is a new windowed session count. Older reports only counted the total number of sessions. If a user opened the app 20 times in a minute or frequently switched tabs, each action counted as a session. So, the new windowed session count may be lower than in older reports.

• Based on the creation date of the Shared Space.

• User-created videos.

• Considered assets, but they are the user’s personal files.
• Different from marketing videos uploaded by admins.

• Count of unique times one or more Showpad Videos have been shared via email or link with one or more recipients.

Note: Old reporting counted individual recipients, so the count may differ from before.

• Considers all submitted test attempts with scores.
• If a test has multiple attempts, only the last one is considered.

• Won opportunities divided by total closed opportunities.
• Pulls all opportunities where that user is the owner.

• Total collections created divided by the number of distinct users.

• Total sessions divided by the number of distinct users.

• Total Shared Spaces created divided by the number of distinct users.

• Total Shares divided by the number of distinct users.

• Total Showpad Videos created divided by the number of distinct users.

• Total asset views divided by the number of distinct users.

• Count of distinct users who had at least one activity event.

• Count of distinct users in your organization, including active, deactivated, and deleted users. 

• Distinct active users divided by total distinct users.

Note: When data is grouped by a date interval (for example, by month in a line chart), this calculation changes. Instead of dividing active users by total users, it divides users who opened or interacted with Showpad by that group plus anyone with either an active Collection, an active Shared Space or opportunities. Users with no activity of any kind are excluded. As a result, the percentage may differ significantly from the KPI widget value for the same date range.

• Users who created at least one Collection divided by the total number of users.

• Users who created at least one Shared Space divided by the total number of users.

• Users who created at least one Showpad Video divided by the total number of users.

• Users who shared content at least once divided by the total number of users.

Select a date range:

• Last 30 days
• Last 90 days
• Last year
• This year
• Custom

• Choose a date range from the calendar.

Choose to include (match ANY) or exclude (match NONE) selected app categories.

Then select one or more applications used for the activity from the list.

Choose whether to include (match ANY) or exclude (match NONE) the selected currency.

Then select one or more relevant currencies from the drop-down list.

Note: Requires the Showpad for Salesforce app installed and configured with the permissions needed to sync deal data from Salesforce. Learn more about connecting to Salesforce.

Choose to include (match ANY) or exclude (match NONE) selected direct managers.

Then select one or more users from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected Divisions.

Then select one or more Divisions from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected external user IDs.

Then select one or more external user IDs from the drop-down list.

Select which users you would like to include by their activity status:

• All users: Show all users regardless of whether they’ve had any activity. This is a good choice for calculating user adoption rates or average activity per user.
• Only users with activity: Narrow the data to show only users with activity. This is a good choice for comparing top performers.
• Only users without activity: Show only users with no activity. This is a good choice for identifying inactive users.

Note: Reports default to all users, so totals and averages cover everyone.

Choose to include (match ANY) or exclude (match NONE) the selected user property.

Select either:

• True to view users who are direct managers.
• False to view users who are not.

Choose to include (match ANY) or exclude (match NONE) selected managers.

Then select one or more managers from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected apps, browsers, and plug-ins.

Then select one or more from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected Showpad user IDs.

Then select one or more user IDs from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected companies.

Then select one or more companies from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected countries.

Then select one or more countries from the drop-down list.

Select a date range:

• Last 30 days
• Last 90 days
• Last year
• This year
• Custom

• Choose a date range from the calendar.

Choose to include (match ANY) or exclude (match NONE) selected email addresses.

Then select one or more emails from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected users.

Then select one or more user names from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected user groups.

Then select one or more user groups from the drop-down list.

Select a date range:

• Year
• Quarter
• Month
• Week
• Day

Note: This isn’t a reliable indicator of usage activity, as users may remain logged in indefinitely depending on the app they use and the session duration set by the admin.

Choose to include (match ANY) or exclude (match NONE) selected Showpad user roles.

Then select one or more roles from the drop-down list:

• Admin
• Manager
• Promoted Member
• User

Choose to include (match ANY) or exclude (match NONE) the selected user Showpad access statuses.

Select either:

• Active
• Deactivated

Date when the user activity event started.

Select a date interval:

• Year
• Quarter
• Month
• Week
• Day

Number of users belonging to the user group.

Includes all non-deleted users.

• 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.

• 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.

• All top-level asset views (excluding document page views) by internal users 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.

• If a Collection was active at any point during the timeframe, it's counted as active.
• Active period runs from creation date until the day before deletion.
• Current Collections that haven't been deleted remain active through today.

• Calculated using the Collection creation date.

• Only current completion date.

• Only required Courses are included.
• If not completed before the due date, the overdue date is set.
• Overdue date is either the due date or the assigned date (if assigned after the due date, the Course is already overdue when assigned).
• A Course can be marked overdue even if completed afterward.
• Deleted and unpublished Courses are not included.

Note: Old reporting used more complex logic, so the count may differ from before.

• A day is active if a user opens or interacts with any Showpad platform (mobile or web).

• Count of assets (not individual changes) edited by a user via Office Online, Edit App, or Google Docs/Slides.

• Considers the initial upload date, not replacement versions.

• Count is per user per device.
• Considers app events.
• If a user-device doesn't log an event for 30 minutes, the user is considered inactive, and a new session starts with the next event.

Note: This is a new windowed session count. Older reports only counted the total number of sessions. If a user opened the app 20 times in a minute or frequently switched tabs, each action counted as a session. So, the new windowed session count may be lower than in older reports.

• Based on the creation date of the Shared Space.

• User-created videos.

• Considered assets, but they are the user’s personal files.
• Different from marketing videos uploaded by admins.

• Count of unique times one or more Showpad Videos have been shared via email or link with one or more recipients.

Note: Old reporting counted individual recipients, so the count may differ from before.

• Considers all submitted test attempts with scores.
• If a test has multiple attempts, only the last one is considered.

Select a date range:

• Last 30 days
• Last 90 days
• Last year
• This year
• Custom

• Choose a date range from the calendar.

Choose to include (match ANY) or exclude (match NONE) selected Divisions.

Then select one or more Divisions from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected managers.

Then select one or more managers from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) a number of users.

Then enter a number of users.

Choose to include (match ANY) or exclude (match NONE) selected apps, browsers, and plug-ins.

Then select one or more from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected user group names.

Then select one or more user group names from the drop-down list.

Date when the user activity event started.

Select a date interval:

• Year
• Quarter
• Month
• Week
• Day

Number of users associated with the Division.

Includes Promoted Members to the Division, as well as users in user groups assigned to the Division.

• 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.

• 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.

• All top-level asset views (excluding document page views) by internal users 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.

• If a Collection was active at any point during the timeframe, it's counted as active.
• Active period runs from creation date until the day before deletion.
• Current Collections that haven't been deleted remain active through today.

• Calculated using the Collection creation date.

• Only current completion date.

Average number of Courses past their due date assigned to users associated with the Division.

• Only required Courses are included.
• If not completed before the due date, the overdue date is set.
• Overdue date is either the due date or the assigned date (if assigned after the due date, the Course is already overdue when assigned).
• A Course can be marked overdue even if completed afterward.
• Deleted and unpublished Courses are not included.

Note: Old reporting used more complex logic, so the count may differ from before.

Average number of calendar days the Showpad app was actively used by users associated with the Division.

• A day is active if a user opens or interacts with any Showpad platform (mobile or web).

• Count of assets (not individual changes) edited by a user via Office Online, Edit App, or Google Docs/Slides.

• Considers the initial upload date, not replacement versions.

Average number of times the Showpad app was opened and used by users associated with the Division.

• Count is per user per device.
• Considers app events.
• If a user-device doesn't log an event for 30 minutes, the user is considered inactive, and a new session starts with the next event.

Note: This is a new windowed session count. Older reports only counted the total number of sessions. If a user opened the app 20 times in a minute or frequently switched tabs, each action counted as a session. So, the new windowed session count may be lower than in older reports.

• Based on the creation date of the Shared Space.

• User-created videos.

• Considered assets, but they are the user’s personal files.
• Different from marketing videos uploaded by admins.

• Count of unique times one or more Showpad Videos have been shared via email or link with one or more recipients.

Note: Old reporting counted individual recipients, so the count may differ from before.

• Considers all submitted test attempts with scores.
• If a test has multiple attempts, only the last one is considered.

Select a date range:

• Last 7 days
• Last 30 days
• Last 90 days
• Last month
• This year
• Last year
• Custom

• Choose a date range from the calendar.

Choose to include (match ANY) or exclude (match NONE) selected Divisions.

Then select one or more Divisions from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected apps, browsers, and plug-ins.

Then select one or more from the drop-down list.

Date when the user activity event started.

Select a date interval:

• Year
• Quarter
• Month
• Week
• Day

• 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.

• 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.

• All top-level asset views (excluding document page views) by internal users 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.

• If a Collection was active at any point during the timeframe, it's counted as active.
• Active period runs from creation date until the day before deletion.
• Current Collections that haven't been deleted remain active through today.

• Calculated using the Collection creation date.

• Only current completion date.

• Only required Courses are included.
• If not completed before the due date, the overdue date is set.
• Overdue date is either the due date or the assigned date (if assigned after the due date, the Course is already overdue when assigned).
• A Course can be marked overdue even if completed afterward.
• Deleted and unpublished Courses are not included.

Note: Old reporting used more complex logic, so the count may differ from before.

• A day is active if a user opens or interacts with any Showpad platform (mobile or web).

• Count of assets (not individual changes) edited by a user via Office Online, Edit App, or Google Docs/Slides.

• Considers the initial upload date, not replacement versions.

Average number of times managed users 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 minutes, the user is considered inactive, and a new session starts with the next event.

Note: This is a new windowed session count. Older reports only counted the total number of sessions. If a user opened the app 20 times in a minute or frequently switched tabs, each action counted as a session. So, the new windowed session count may be lower than in older reports.

• Based on the creation date of the Shared Space.

• User-created videos.

• Considered assets, but they are the user’s personal files.
• Different from marketing videos uploaded by admins.

• Count of unique times one or more Showpad Videos have been shared via email or link with one or more recipients.

Note: Old reporting counted individual recipients, so the count may differ from before.

• Considers all submitted test attempts with scores.
• If a test has multiple attempts, only the last one is considered.

Select a date range:

• Last 7 days
• Last 30 days
• Last 90 days
• Last month
• This year
• Last year
• Custom

• Choose a date range from the calendar.

Choose to include (match ANY) or exclude (match NONE) selected Divisions.

Then select one or more Divisions from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) the selected managers.

Then select one or more managers from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) the selected user groups.

Then select one or more user groups from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected apps, browsers, and plug-ins.

Then select one or more from the drop-down list.

Date when the user activity event started.

Select a date interval:

• Year
• Quarter
• Month
• Week
• Day

Average number of times managed users downloaded assets.

• 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.

• 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.

• All top-level asset views (excluding document page views) by internal users 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.

• If a Collection was active at any point during the timeframe, it's counted as active.
• Active period runs from creation date until the day before deletion.
• Current Collections that haven't been deleted remain active through today.

• Calculated using the Collection creation date.

• Only current completion date.

• Only required Courses are included.
• If not completed before the due date, the overdue date is set.
• Overdue date is either the due date or the assigned date (if assigned after the due date, the Course is already overdue when assigned).
• A Course can be marked overdue even if completed afterward.
• Deleted and unpublished Courses are not included.

Note: Old reporting used more complex logic, so the count may differ from before.

• A day is active if a user opens or interacts with any Showpad platform (mobile or web).

• Count of assets (not individual changes) edited by a user via Office Online, Edit App, or Google Docs/Slides.

• Considers the initial upload date, not replacement versions.

Average number of times managed users 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 minutes, the user is considered inactive, and a new session starts with the next event.

Note: This is a new windowed session count. Older reports only counted the total number of sessions. If a user opened the app 20 times in a minute or frequently switched tabs, each action counted as a session. So, the new windowed session count may be lower than in older reports.

• Based on the creation date of the Shared Space.

• User-created videos.

• Considered assets, but they are the user’s personal files.
• Different from marketing videos uploaded by admins.

• Count of unique times one or more Showpad Videos have been shared via email or link with one or more recipients.

Note: Old reporting counted individual recipients, so the count may differ from before.

Average test score across all managed users.

• Considers all submitted test attempts with scores.
• If a test has multiple attempts, only the last one is considered.

• Counts all non-deleted users.
• Counts only direct reports.

Select a date range:

• Last 7 days
• Last 30 days
• Last 90 days
• Last month
• This year
• Last year
• Custom

• Choose a date range from the calendar.

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.

Choose to include (match ANY) or exclude (match NONE) selected Divisions.

Then select one or more Divisions from the drop-down list.

Choose 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.

Choose whether to include (match ANY) or exclude (match NONE) direct managers based on who they report to.

Then select one or more direct managers from the drop-down list.

Choose to include (match ANY) or exclude (match NONE) selected apps, browsers, and plug-ins.

Then select one or more from the drop-down list.

Choose whether to include (match ANY) or exclude (match NONE) user data based on their reporting relationship to the direct manager.

Then select one or more values from the drop-down list:

• Direct: Only show data for users who report to the direct manager. (Direct reports)
• Indirect: Only show data for users managed by a direct report. (Indirect reports)