How to track team performance in Flipsnack with usage reports

Learn how workspace admins can track teammate activity, export CSV reports, and schedule automated reports.

Table of Contents

• Overview
• Accessing team usage report
• Exporting teammates report as CSV
• Scheduling automated report
• Understanding report fields
• Next steps

Overview

Usage report give workspace admins a centralized way to track teammate activity in Flipsnack. Instead of relying on manual exports or custom CSVs, you can now download activity report instantly or schedule automated emails to receive them regularly.

These report are especially useful for large organizations that need data on license usage, and productivity across multiple workspaces.

Key benefits:

Usage reports are designed with real-world needs in mind. This section highlights how organizations can apply reports to solve everyday challenges, from managing global teams to proving ROI. Here are the most common ways you can benefit from them:

• Centralized reporting for global visibility: Enterprises with thousands of teammates worldwide can now oversee activity across all workspaces in one place. A global retail company can track adoption across regions and understand how Flipsnack helps local teams produce marketing materials.

• Performance insight: Team leads can monitor the number of flipbooks or bookshelves created and published by each teammate. Sales teams often rely on collaterals to close deals. With usage reports, a VP of Sales can quickly see which teammates are actively creating and sharing sales materials, and which regions need more support.

• Procurement & ROI: IT or procurement departments often need data to justify enterprise license spending. A financial institution investing heavily in Flipsnack can use these reports to demonstrate ROI, showing how many documents are created and published each month and aligning spend with real usage.

• Automated reporting: Admins no longer need to handle reports manually. Team leaders can receive automated monthly reports by email, with consistent visibility without relying on workspace admins to share data.

Accessing Team Usage report

1. Go to Settings in your Flipsnack workspace.

2. Select Usage report.

3. There you'll find teammate activity data for the selected time period.

Exporting report as CSV

1. From the Usage report page, select your desired time period.

2. (For Organizations) Apply a workspace filter if needed.

3. Click Download CSV to download the report.

This report can be generated anytime, but it is ad-hoc only (not scheduled).

Scheduling automated reports

1. On the Usage report page, look for the Schedule monthly report.

2. Enable scheduling and add the recipient email address. The recipient can be stakeholders that are outside your workspace.

3. Reports have monthly frequency (default for Phase 1) and emails will be sent on the 1st of the month.

4. Save your settings. The CSV report will now be delivered automatically to the selected email addresses.

Understanding report fields

Each report contains a predefined set of fields:

• Full name & email: Identify the teammate.

• Role: Agent, Contributor, Editor, Admin, Owner (shows level of access).

• Workspace: For organizations, indicates which workspace the teammate belongs to.

• Last activity date: Shows the last time the user performed an action (not login date).

• Created: Number of flipbooks or bookshelves the teammate created during the selected period.

• Published: Number of flipbooks or bookshelves the teammate published during the selected period.

• Date added: When the user was added to the workspace.

• SSO login: Indicates if login is through Single Sign-On.

• Accepted invitation: Whether the user accepted the workspace invitation.

Additional tips / FAQs

• Can I customize the columns? Not at this stage. The reports use a predefined structure.

• Can I schedule quarterly reports? Not yet. Currently, only monthly frequency is supported.

• Who receives scheduled reports? Any email recipient specified in the scheduling section, even stakeholders that are outside the workspace.

• Why are my reports not being delivered? Confirm scheduling is enabled and check spam/junk folders.

Next steps

Useful resources

To continue improving your reporting and team management, check out these resources:

• Workspace management guide
• Managing teammates in Flipsnack
• Understanding flipbook statistics

Need expert support?

Our team is here to help. Connect with our team experts or message us via the in-app chat for a personalized assistance.