Unlock the power of ActivConnect to access your ActivTrak data without needing advanced SQL or BI knowledge. ActivConnect (Powered by BigQuery) leverages the native integration between Google BigQuery and Google Data Studio (formerly Looker Studio) to simplify access to your data.
You’ll be able to access, analyze and visualize millions of rows of data easily, allowing you to leverage the tools and techniques you are already familiar with, such as formulas, charts and pivot tables, while maintaining the data current through scheduled refresh options.
Note: ActivConnect is available as an add-on for customers on a paid plan. Learn more about ActivConnect here.
Contents
Pre-Setup Requirements
- ActivTrak paid plan and the ActivConnect API (Add-on). Learn more here.
- ActivConnect user name and password will be in the format of [account_number]@activtrak.us. Your account number is in the Account Information menu in ActivTrak; access it via the circle icon in the top right corner.
Note: While this template is designed to work with all ActivTrak plans, the data available for each report will vary based on your specific plan type. Reports containing the Premium or Professional label on the report title indicate that the data required for those reports is only available to those license tiers.
Pages 8 - 16 contain sample data as screenshots and require a Premium or Professional ActivTrak plan. If you have any of these plans, delete the sample image before completing the configuration.
Setup Steps
Validate ActivConnect credentials
- Navigate to https://console.cloud.google.com
- Enter your [account_number]@activtrak.us email address
- Enter your temporary password (you may be prompted to change it)
Take template ownership
To protect your data, ActivConnect restricts sharing outside the activtrak.us domain. The steps outlined in this section will guide you through setting up permissions to grant data access to anyone within your organization.
- Navigate to https://lookerstudio.google.com and ensure you are logged in under your company’s Google account
- Starting from the ActivTrak for Looker Studio Master, make a copy of the report to take ownership of it and enable configuration and edit functions
- Click the Share button in the upper right corner and provide Editor permissions to your ActivConnect user account. This will be in the format of [account_number]@activtrak.us. Your permissions will look like the image below.
Set up data sources
- In a separate tab or incognito window, ensure you are logged in with your ActivConnect user account. This will be in the format of ([account_number]@activtrak.us). Your account number is in the Account Information menu in ActivTrak; access it via the circle icon in the top right corner.
- Then, navigate to https://lookerstudio.google.com
- Select the Shared with Me tab from the left navigation menu and open your copy of the ActivTrak for Looker Studio Master report
- Enter Edit Mode by clicking the blue Edit button
Productivity Data
- Click on Resource - Manage added data sources
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Click on EDIT of Productivity Data
- Change the highlighted “AC_Demo” into your 6-digit account number (4 places in this script). And click on RECONNECT on the top right.
- Click Apply in the pop-up window to confirm the changes. Then click Done once the setup for Productivity Data is complete.
Application Data
- Click on Resource - Manage added data sources
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Click on EDIT of Application Data
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Click on EDIT CONNECTION
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Enter your 6-digit account number in the Dataset search box, and click on your account number. In the Table, click on daily_application_summary. Click on RECONNECT. Click Apply in the pop-up window to confirm the changes. Then click DONE once the setup is complete.
Health Data
- Click on Resource - Manage added data sources
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Click on EDIT of Health Data
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Change the highlighted “AC_Demo” into your 6-digit account number (2 places in this script). Click on RECONNECT on the top right. Click Apply in the pop-up window to confirm the changes. Then click on DONE once complete.
Overall User Assessment
- Click on Resource - Manage added data sources
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Click on EDIT of Overall Assessment
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Change the highlighted “AC_Demo” into your 6-digit account number (4 places in this script). Click on RECONNECT on the top right. Click Apply in the pop-up window to confirm the changes. Then click on DONE once complete.
Update data sources to visual connection
Activity Alignment
The Activity Alignment - Group and Activity Alignment - User dashboards contain visualizations from multiple data sources. This will cause one of the graphs to not load properly with the default configuration. Follow these steps to correct this issue:
- Navigate to Page 8, Activity Alignment - Group
- Select the two scorecard visuals on the top right of the report
- Change the data source to Overall User Assessment
- Navigate to Page 9, Activity Alignment - User
- Select the table chart visual at the top of the report
- Change the data source to Productivity Data
Personal Insights: Technology usage visual
The Personal Insights dashboard contains visualizations from multiple data sources. This will cause one of the graphs to not load properly with the default configuration. Follow these steps to correct this issue:
- Navigate to Page 16, Personal Insights
- Select the Technology Usage visual on the report
- Change the data source to your Application Data
Sharing Reports
- Click the Share button to open the sharing menu
- Select the gear icon in the top left corner to define access levels to download and print
- Once you complete your desired configuration, add the individuals you want to share the report with and their appropriate permissions
Scheduling Reports
- To configure a scheduled delivery of a report, click on the drop-down arrow next to the view/share tab and select Schedule email delivery, as shown in the image below
- Add the recipient's email address(es) and define your desired settings for Pages, Start Time, Repeat (frequency) and Message as shown in the image below.
- Click Schedule when finished