ActivTrak's Business Intelligence (BI) report templates make it easy to access your ActivTrak data without requiring advanced SQL or BI expertise. They’re available out of the box for customers with ActivConnect.
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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 Data Studio (formerly Looker Studio), and Tableau. You can access self-service templates directly through your BI platform.
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 assistance, please contact your Customer Success Team or ActivTrak Support to request a meeting with our Data Services team. Our Data Services team can also provide template customizations and platform-specific guidance.
ActivTrak for BI Reports
The following BI Reports are regularly updated with new features and improvements. Check back to ensure you have the most up-to-date version. You can request templates for additional platforms.
| BI Report & Description | Latest Versions & Install Guides |
|---|---|
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Customizable ActivTrak Reports Ideal for operations leaders & analysts; customize our core, out-of-the-box reports to meet your business needs. |
Power BI: 4.1 (Install guide) Data Studio: 4.1 (Install guide) Tableau: 4.1 (Install guide) |
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Measure AI tool adoption across teams, classify users by AI adoption maturity stage, ensure compliance of AI tool usage and correlate adoption with productivity outcomes, including utilization and high-value work reallocation. |
Power BI: 1.0 (Install guide) |
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Ideal for executives & finance leaders; empower executives to quantify untapped workforce capacity in financial terms, helping them identify cost-saving opportunities and optimize resource allocation across the organization. |
Power BI: 1.2 (Install guide) Data Studio: 1.0 (Install guide) |
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Ideal for managers & team supervisors; get real-time insights into schedule, shift and attendance compliance and trends. |
Power BI: 1.0 (Install guide) |
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Ideal for IT, security & compliance teams; identify and investigate activity patterns that could indicate work-mimicking technology (e.g., mouse jigglers). |
Power BI: 1.2 (Install guide) Data Studio: 1.0 (Install guide) Tableau: 1.1 (Install guide) |
|
Contractor Billing Reconciliation Ideal for HR, finance teams & managers; reduce the manual validation process and compare contractor billed hours to productive hours |
Power BI: 1.1 (Install guide) |
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Ideal for HR, finance teams & managers; transform timesheet validation from a trust-based system into a data-verified process by comparing reported hours against productive hours worked |
Power BI: 1.1 (Install guide) |
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Headcount Planning Ideal for HR & finance teams; analyze workforce capacity and utilization gaps to easily identify and prioritize cost savings and optimization opportunities. |
Power BI: 1.1 (Install guide) |
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Sales Productivity Ideal for Sales leaders & revenue operations; view sales team activity alongside CRM data (Salesforce.com, Microsoft Dynamics, and/or HubSpot) to identify productivity patterns and trends that drive revenue. |
Power BI: 1.0 (Learn more) |
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Technology License Optimization Ideal for IT asset managers, procurement & finance teams; track software usage patterns and license allocation to optimize technology investments. |
Power BI: 1.1 (Install guide) |
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Customer Service Productivity Ideal for customer support leaders; view ActivTrak data alongside CSAT, case resolution and response time data from CS platforms such as Service Now, Zendesk and Salesforce to identify productivity trends that drive results. |
Power BI: 1.1 (Learn more) |
|
Custom Analysis Need a specialized report? Our Data Services team delivers tailored analysis, integrating ActivTrak data with applications such as Jira (project management data), HR systems (employee data), collaboration platforms (team interaction data), and more, to meet your business needs. |
Contact us |
*A custom template is available as an add-on (additional fees will apply). For more information, please contact us at support@activtrak.com.