Advanced Search in Ontraccr: Unlock Powerful Data Visibility Across Your Workflow

Advanced Search in Ontraccr: Unlock Powerful Data Visibility Across Your Workflow
 

📌 Summary

Ontraccr’s Advanced Search module is a powerful feature that gives users the ability to surface exactly the information they need from across Forms and Boards — with precision, flexibility, and context-specific depth. It transforms how teams extract value from the data they’re already collecting in their day-to-day workflows.

🎯 What Is Advanced Search?

At its core, Advanced Search is a paid module that introduces a dedicated, high-performance querying engine for two of Ontraccr’s most important record types:

• Forms: Used for data collection — e.g. safety reports, inspections, time sheets, incident forms
• Boards: Used for workflow tracking — e.g. project cards, service tickets, RFIs, or custom workflows

This tool allows users to build custom queries using multiple filters, run targeted searches, and even save those queries for repeat use — all without needing to scroll, scan, or export everything first.

🧠 Why It Matters

As your organization scales, so does the volume of operational data.

Whether you're trying to:

• Track which safety forms reported an injury last quarter
• Pull all project cards awarded this month
• Or identify service cards for a specific customer

… manually digging through boards and forms is slow, error-prone, and unsustainable.

Advanced Search changes that — by turning every data point into a filterable, searchable element. The result: instant clarity, data-driven decision making, and reduced manual overhead.

🧩 How It Works: Forms vs Boards

📝 Form Search

• Focused on submitted forms
• Filters by standard metadata (status, project, customer)
• Also supports custom fields from each form template
• Results are displayed in a sortable table
• Can be exported to CSV

🗂 Board Search

• Focused on cards across one or more boards
• Queries are built based on card design templates
• Filters can include default fields (status, title) and custom ones
• Results are grouped by board and stage
• Cards can be viewed or edited directly from the results

🔁 Saved Searches

Both forms and boards allow you to save your queries for future use. Saved queries store both the name and all configured filters — making it easy to run recurring reports, audits, or reviews in seconds.

🧪 Use Cases Across the Business

Advanced Search supports workflows in nearly every department:

🔐 Access & Availability

Advanced Search is a premium feature. If you don’t see it in your workspace:

• Contact your Ontraccr Sales Rep, or
• Reach out to Support to request activation