---
title: "Advanced Search in Ontraccr: Unlock Powerful Data Visibility Across Your Workflow"
url: "https://help.ontraccr.com/en/article/advanced-search-in-ontraccr-unlock-powerful-data-visibility-across-your-workflow"
language: "en"
last_updated: "2025-08-12T20:51:52.091Z"
---

# 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.

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### **🎯 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.

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### **🧠 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**.

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### **🧩 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

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### **🔁 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.

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### **🧪 Use Cases Across the Business**

Advanced Search supports workflows in nearly every department:

| Team | Example Use Case |
| --- | --- |
| **Safety** | Find all FLHA forms where an injury was reported |
| **Project Ops** | Pull all project cards awarded or lost this quarter |
| **HR** | Track submitted onboarding or discipline forms |
| **Service** | Filter overdue service requests by customer |
| **Finance** | Identify time card forms tied to specific cost codes |

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### **🔐 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