ActivTrak for BI - Customizable ActivTrak Reports

ActivTrak for BI - Customizable ActivTrak Reports provide comprehensive workforce analytics and insights across your organization. This robust reporting tool transforms your ActivTrak data into actionable visualizations, helping you understand productivity patterns, technology usage, work habits, and team performance.

To access ActivTrak for BI - Customizable ActivTrak Reports, please refer to our platform-specific BI Template Setup Guides:

• Setup Guide: ActivTrak for Power BI - Customizable ActivTrak Reports
• Setup Guide: ActivTrak for Google Data Studio - Customizable ActivTrak Reports
• Setup Guide: ActivTrak for Tableau - Customizable ActivTrak Reports

Tip: Save this report in your BI workspace for quick access and consider publishing it to your organization's BI service for broader executive visibility.

ActivTrak for BI is available to customers with a paid ActivTrak plan and the ActivConnect API (Add-on).

Contents

• View Users & Groups
• Report pages
  • Environment Summary
  • User Summary
  • Technology Usage - Overview
  • Technology Usage - Adoption
  • Technology Usage - Top Charts
  • Application & Site Usage Report
  • Working Hours Report
  • Activity Alignment - Team
  • Activity Alignment - User
  • Work Efficiency - Overview
  • Work Efficiency - Report
  • Location Insights
  • Workload Balance - Overview
  • Workload Balance - User Summary
  • Workload Balance - Daily Report
  • Personal Insights
  • Productivity & Utilization KPI
  • Team Summary
  • Environment Health
  • Time Flow

View Users & Groups

The Users & Groups page provides a management interface for viewing how ActivTrak Users are organized into logical Groups for reporting and analysis. This page displays the existing organizational structure—such as departments or teams—and the Users assigned to each. Administrators can use it to review the current configuration, understand Group relationships, and determine which user or group assignments need updates.

Report pages

Explore ActivTrak for BI - Customizable ActivTrak Reports through its specialized pages, each offering unique insights into different aspects of workforce productivity and behavior. Below is an overview of each page and the metrics it contains. Click any term to access its definition in the Glossary.

Environment Summary

The Environment Summary report provides a high-level snapshot of your team's work patterns and productivity metrics over a selected time period. This dashboard enables you to quickly assess overall productivity health, identify trends and understand how your team allocates their work hours. You can filter the view by specific Groups, Users, and date ranges to drill down into different segments of your workforce. This report is ideal for managers and team leads who need a quick pulse check on productivity levels and work patterns without diving into granular details.

User Summary

The User Summary report provides a comprehensive view of User and Group work patterns, enabling you to analyze how Users allocate their time throughout the workday. This report provides insights into work habits, highlighting key productivity metrics, work timing patterns and time allocation across various activity types. You can filter by specific Groups, Users, and date ranges to compare performance, identify outliers and understand behavioral trends. This report is handy for managers who need to assess individual productivity, optimize work schedules or identify opportunities for coaching and development.

Technology Usage - Overview

The Technology Usage - Overview report provides insights into how your team uses different software applications and tools throughout their workday. This report helps you understand which activity categories consume the most time, identify patterns of technology adoption and optimize software investments. You can analyze usage by category, Group, and individual Users to determine whether teams are using the right tools effectively, spot potential training areas, or identify underutilized software licenses. This report is valuable for IT managers, team leads, and decision-makers who need to understand technology ROI and ensure their teams have the tools they need to be productive.

Technology Usage - Adoption

The Technology Usage - Adoption report enables you to monitor and analyze your team's adoption and engagement with specific technologies, applications or websites over time. This report allows you to track adoption rates, distinguish between active and inactive Users and analyze usage patterns for specific tools or categories. You can filter by category, individual applications, or sites to assess the success of new technology rollouts, identify power Users and Groups versus those who may need additional training, and determine whether software investments are being utilized effectively. This report is essential for IT managers, team leads and decision-makers who need to measure technology adoption, optimize licenses and ensure teams are leveraging the right tools for their work.

Technology Usage - Top Charts

The Technology Usage - Top Charts report provides a comprehensive ranking of the most frequently used productive and unproductive categories, applications and websites across your team. This report helps you identify where time is being spent, compare productive versus unproductive activities and spot trends in usage patterns. You can identify which tools are most critical to your team's workflow, which unproductive sites consume the most time, and how usage changes over time compared to previous periods. This report is particularly valuable for managers who need to understand technology ROI, identify potential distractions, optimize tool allocations and make data-driven decisions about software investments and productivity initiatives.

Application & Site Usage Report

The Application & Site Usage report provides a detailed, comprehensive list of every application and website your team uses, along with usage metrics for each. This report allows you to drill down into granular usage data, understand the full technology landscape across your organization and analyze time allocation at the individual app/site level. You can filter by activity type (active/passive), productivity type (productive/unproductive/undefined), category, and specific applications or sites to create custom views and answer specific questions about technology usage. This report is ideal for IT managers, team leads, and analysts who need detailed usage data for software audits, license optimization, security reviews, or to gain a comprehensive understanding of how technology is used across the organization.

Working Hours Report

The Working Hours Report provides a detailed daily log of individual work patterns, showing when each team member starts and ends their day, along with comprehensive time allocation metrics. This report enables managers to understand work schedules, monitor attendance patterns, track total hours worked and analyze how time is distributed across various activity types. You can filter by Group, User, day type and date range to review specific individuals or time periods. This report is essential for managers who need to monitor work hours for compliance, understand team capacity, identify potential burnout risks, spot schedule anomalies or ensure adequate coverage across time zones. It's particularly valuable for remote teams where visibility into work patterns requires data-driven insights.

Activity Alignment - Team

The Activity Alignment - Team report helps you assess how well your team's actual work patterns align with expected productivity and core activity goals. This report identifies which team members are meeting their targets, who needs support to improve productivity and who should focus more time on core business activities. You can view the overall team performance distribution, track progress over time and drill down to identify individual contributors who may benefit from coaching or workload adjustments. This report is valuable for managers who want to ensure their team is working on the right things, optimize resource allocation, identify training opportunities and have data-driven conversations about performance and priorities.

Activity Alignment - User

The Activity Alignment - User report provides detailed, individualized performance insights by comparing each User's productive time and core activity hours against their goals. This report helps managers identify specific coaching opportunities, understand where team members should focus their efforts and access personalized recommendations for improvement. You can click on any User's assessment to navigate our How to Run Performance Conversations content on ActivTrak Academy. This report is essential for one-on-one conversations, performance reviews and personalized coaching sessions, as it allows you to understand not just whether someone is meeting their goals, but also precisely how they're spending their time and what adjustments would be most impactful.

Work Efficiency - Overview

The Work Efficiency Overview report provides a comprehensive analysis of how effectively your team is working by measuring focus, productivity patterns and work habits. This report goes beyond simple time tracking to evaluate the quality of work time, distinguishing between productive sessions with sustained focus and fragmented work interrupted by multitasking and context switching. You can assess overall efficiency trends, identify patterns by day of week and understand whether your team is achieving deep, focused work or constantly switching between tasks. This report is particularly valuable for managers who want to enhance team effectiveness, mitigate burnout from constant interruptions, optimize meeting schedules and foster environments that support concentrated, high-quality work.

Work Efficiency - Report

The Work Efficiency Report provides a detailed, individual-level analysis of work efficiency metrics across your entire team. This report enables you to compare each team member's performance against productivity and focus goals, assess the quality of their work time through session duration and focus metrics and identify who is excelling versus who may require support. You can see at a glance how each person balances focused deep work with collaboration and multitasking, and whether they're meeting their individual targets. This report is essential for performance reviews, workload-balancing decisions, identifying coaching needs, and recognizing high performers who maintain strong focus and productivity habits.

Location Insights

The Location Insights report helps you understand how work location* impacts productivity patterns and work habits across your team. This report compares productivity metrics for office, remote, and hybrid workers, allowing you to assess whether location affects performance, identify optimal work arrangements for different team members, and make informed decisions about workplace policies. You can analyze average work hours by location, track location trends over time, and see individual patterns of where people work most effectively. This report is valuable for managers navigating hybrid work policies, optimizing office space utilization, understanding the actual impact of remote work on productivity and identifying whether certain individuals thrive better in specific work environments.

*Location-based data is available in select plans

Workload Balance - Overview

The Workload Balance Overview report helps you monitor team capacity and identify when individuals are overworked, underutilized or operating at healthy levels. This report analyzes workload patterns across days and weeks to detect signs of burnout risk, inefficient resource allocation or unbalanced work distribution. You can view utilization trends, identify patterns that indicate rest and recovery habits and observe variations in work schedules throughout the week. This report is critical for managers who need to prevent burnout, optimize team capacity, ensure equitable workload distribution and maintain sustainable work practices. It provides early warning signals when team members are consistently overutilized, helping to identify when additional resources may be needed or when work could be redistributed more effectively.

Workload Balance - User Summary

The Workload Balance - User Summary report provides individualized workload and wellness metrics for each team member, enabling you to identify who is at risk of burnout, who may require additional work and how utilization patterns vary across your team. This report combines work schedule data with break habits and utilization status to provide a comprehensive view of each person's work-life balance and capacity. You can identify individuals who are consistently overutilized, those who are not taking adequate breaks, or those who might be underutilized and could take on additional responsibilities. This report helps you have effective one-on-one check-ins, make informed decisions about workload rebalancing, prevent burnout and ensure sustainable work practices across your team while maintaining productivity.

Workload Balance - Daily Report

The Workload Balance Daily Report provides a granular, day-by-day log of each team member's workload status, work schedule and break patterns. This detailed daily view allows you to track utilization trends over time, identify specific days when individuals were overworked or underutilized and monitor whether work-life balance is improving or deteriorating. You can see exact start and end times, workday lengths, break frequency and utilization status for every person on every day. This report is valuable for conducting detailed workload investigations, understanding the context behind utilization patterns, identifying specific incidents of overwork that need attention and maintaining documentation of team capacity over time for planning and compliance purposes.

Personal Insights

The Personal Insights report provides a personalized dashboard tailored to a single User's work patterns, productivity breakdown, and personal work habits. This report is designed for individual contributors to understand their own work behavior or for managers to conduct focused one-on-one reviews. It shows how a specific person allocates their time across different work modes (focused, collaboration, multitasking), tracks their technology usage patterns, analyzes their session quality and monitors their workload balance throughout the week. This personalized view helps individuals identify their most productive times, understand where distractions come from, optimize their work habits and maintain a healthy work-life balance. It's particularly valuable for self-reflection, coaching conversations and creating personalized productivity improvement plans.

Productivity & Utilization KPI

The Productivity & Utilization KPI report provides a high-level executive dashboard for monitoring organizational health through key productivity and workload balance metrics. This report includes leadership and managers and provides a comprehensive overview of team performance against productivity goals, workload distribution across the organization, and comparative productivity levels and utilization patterns among teams. You can quickly assess which teams are exceeding goals, which are struggling with overutilization that could lead to burnout, and which may have capacity for additional work. This report is designed for executives, department heads and organizational leaders who need to make strategic decisions about resource allocation, identify systemic issues across teams and ensure the organization maintains sustainable productivity levels.

Team Summary

The Team Summary report provides a consolidated view of multiple teams' productivity and work patterns, enabling cross-team comparisons and organization-wide analysis. This report illustrates how different teams allocate their time, productivity levels, work schedules, break habits and utilization patterns, allowing for easy comparison. You can identify which teams are most productive, which maintain the healthiest work-life balance, and where structural differences in work patterns may inform best practices or reveal areas needing attention. This report is valuable for senior leadership, HR and department heads who need to understand organizational patterns, ensure equitable workload distribution across teams, identify high-performing team cultures that can be replicated and make strategic decisions about resource allocation and organizational design.

Environment Health

The Environment Health report provides IT administrators and managers with a system-level view of agent deployment and monitoring status across all computers and users in the ActivTrak environment. This report helps you ensure that tracking agents are functioning properly, identify computers or users that haven't reported activity recently (which may indicate technical issues or inactive accounts) and maintain visibility into your overall monitoring infrastructure. You can quickly see how many users are actively being monitored, identify devices that may need attention and filter by specific time periods to find computers that have gone offline. This report is essential for IT teams managing ActivTrak deployments, troubleshooting connectivity issues, maintaining accurate user counts and ensuring comprehensive monitoring coverage across the organization.

Time Flow

The Time Through the ActivTrak Lens report provides a comprehensive visual breakdown of how time flows through ActivTrak's classification system, illustrating the hierarchical relationships among activity types and their corresponding measurements. This report uses a flowchart-style diagram to show how total screen time is divided into Productive, Unproductive, and Undefined time, which is then further broken down into active and passive categories. Finally, it is categorized into specific work modes, including focused work, collaboration and multitasking. This report enables users to understand ActivTrak's measurement methodology, explore relationships among metrics, and gain a comprehensive understanding of their team's time analysis and categorization. It's particularly valuable for new administrators learning the platform, managers explaining metrics to their teams or anyone who needs to understand the technical definitions behind ActivTrak's productivity measurements.