ActivTrak BI Report Templates
ActivTrak Product Team
ActivTrak’s Business Intelligence (BI) report templates make it easy to access your ActivTrak data without the need for advanced SQL or BI knowledge. They’re available out of the box for customers with ActivConnect.
Contents
Available BI templates
The following templates are regularly updated with new features and improvements. Additional templates can be requested for additional platforms.
| BI template | Description | Latest version | Power BI instructions |
| Advanced ActivTrak Reports | An enhanced and fully customizable version of our core reports. |
Power BI: 3.3 |
Install guide |
| Schedule Adherence Reports | Analyze schedule, shift and attendance compliance and trends. | Power BI: 1.0 | Install guide |
| Potential False Activity Analysis | Identify and investigate activity that may indicate work-mimicking technology such as mouse jigglers. |
Power BI: 1.0 Looker Studio: 1.0 |
Install guide |
| Headcount Planning Reports | Analyze workforce capacity, identify underutilized talent, and optimize resources. | Power BI: 1.0 | Install guide |
| Sales Productivity Reports | Connect sales team activity with Salesforce data to understand productivity patterns that drive revenue. | Power BI: 1.1 | Self-service template |
| Technology License Optimization Reports | Track software usage patterns and license allocation to optimize technology investments. | Power BI: 1.0 | Install guide |
Requirements for using ActivTrak BI reports
BI reporting requires an ActivConnect subscription. To learn more about ActivConnect you can take a self-guided tour or request a personalized demo. For information about purchasing the ActivConnect API Add-on, click here.
BI platforms ActivTrak supports
ActivTrak’s BI report templates can be used with the following platforms:
- Google Looker Studio
- PowerBI
- Tableau
Other platforms can be made available upon request. You can also build your own custom reports with SQL Queries, Qlik and Google Sheets, and use APIs for Domo, Sisense/Periscope and Excel.
Tips for getting started with BI templates
For Power BI and Looker Studio, you can access self-service templates directly through your BI platform. Simply follow these template setup guides:
ActivTrak's Google Looker Studio Template Setup Guide
ActivTrak's Microsoft Power BI Template Setup Guide
ActivTrak's Tableau Template Setup Guide
For additional help, contact your Customer Success Manager or customer support to request time with our Data Services team. Our Data Services team can also provide template customizations and platform-specific guidance.
Additional Resources
For additional support or questions:
Visit our Help Center
Contact our Support Team
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