Scheduled Email Delivery (Subscriptions) & Sharing

ActivTrak Premium yields insights that help your organization make collaborative, data-driven decisions. We’ve added new Email Subscription options that make it easier to share these insights and enable your team to:

  • Align on goals and measure progress
  • Identify productivity blockers and the necessary actions to remove them
  • Have more productive coaching conversations
  • Optimize schedules based on personal and team work habits

Self-subscribe to Insights Dashboards & Coaching Opportunities

Application users can self-subscribe to Insights Dashboards and Coaching Opportunities to receive regular updates on a daily, weekly, or monthly basis.

Navigate to the dashboard or Coach tab that you want to subscribe to, and click the "Subscribe" button in the top-right corner. Then select your preferred delivery schedule and report format (PDF attachment or embedded png image).

You also have the option to include a personalized message in the email, as well as a link to open the report directly in the ActivTrak application.

Note: Email subscriptions will reflect the filter selections that are in place at the time the subscription was created. To change the filters used in a subscription, you must delete the subscription and create a new one with the updated filter selections.

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Dashboards can also be emailed on an immediate, one-time basis by clicking the “Send Now” button when creating a new subscription or editing an existing one.

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Subscribe other app users

Subscribe other ActivTrak users to Insights Dashboards and Coaching Opportunities to keep teams aligned and foster a culture of transparency and collaboration. After clicking the "Subscribe" button on the dashboard you are creating a subscription for, start typing the email address of the app user you want to subscribe, and the email will auto-populate. Multiple users can be added to one subscription, so everyone receives insights on the same cadence.

Note

  • An Admin must enable the account-level sharing setting in order for app users to create email subscriptions for other users. From the navigation menu, select Insights > Configuration. In the Subscriptions & Sharing section, switch on the toggle for “Allow Users to share Personal Insights with direct reports or subscribe other application users.” This setting is not enabled by default.
  • This functionality is not available on Personal Insights dashboards, as this data is only intended to be shared one-to-one with the associated user.

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Share Personal Insights with team members

Leaders and team managers can share the Personal Insights Dashboard with employees to help them optimize their time, reduce inefficiencies, and provide a path to higher productivity and sustainable outcomes.

Subscribe your team members to receive regular snapshots of their Personal Insights via email by following these step-by-step instructions.

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