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. You can request templates for additional platforms.
| BI Template | Description | Instructions | Latest Version |
|---|---|---|---|
|
Customizable ActivTrak Reports |
An enhanced and fully customizable version of our core reports. |
Power BI: 3.3 Looker Studio: 3.0 Tableau: 3.1 |
|
|
Financial Loss |
Quantifies unused workforce capacity in financial terms, revealing productivity gaps between actual and expected hours/day to help executives identify cost-saving opportunities and optimize workforce efficiency organization-wide. |
Power BI: 1.1 |
|
|
Headcount Planning |
Analyze workforce capacity, identify underutilized talent, and optimize resources. |
Power BI: 1.0 |
|
|
Potential False Activity |
Identify and investigate activities that indicate work-mimicking technology, such as mouse jigglers. |
Power BI: 1.0 Looker Studio: 1.0 |
|
|
Schedule Adherence |
Analyze schedule, shift and attendance compliance and trends. |
Power BI: 1.0 |
|
|
Technology License Optimization |
Track software usage patterns and license allocation to optimize technology investments. |
Power BI: 1.0 |
|
|
Customer Service Productivity* |
Get detailed insights into your customer service team's workload balance and performance. |
Power BI: 1.0 |
|
|
Sales Productivity Report* |
Connect sales team activity with Salesforce data to understand productivity patterns that drive revenue. |
Power BI: 1.1 |
*A custom template is available as an add-on (additional fees will apply). Please contact us at support@activtrak.com for more information.
Using ActivTrak BI reports
BI reporting requires an ActivConnect subscription. To learn more about ActivConnect, you can 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 on the following platforms: Microsoft Power BI, Google Looker Studio and Tableau. You can access self-service templates directly through your BI platform. Follow these template setup guides:
- ActivTrak's Microsoft Power BI Template Setup Guide
- ActivTrak's Google Looker Studio Template Setup Guide
- ActivTrak's Tableau Template Setup Guide
Other platforms can be made available upon request. You can also build custom reports with SQL Queries, Qlik and Google Sheets, and use Domo, Sisense/Periscope and Excel APIs.
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.