---
title: "Advanced Search Overview"
url: "https://help.ontraccr.com/en/article/advanced-search-overview"
language: "en"
last_updated: "2025-08-12T20:53:04.319Z"
---

# Advanced Search Overview

## **Advanced Search Overview**  
 

### 📌 **Summary**

The **Advanced Search** feature in Ontraccr is a paid add-on that allows users to build custom search queries across **Forms** and **Boards**. It is designed for users who need to filter, locate, and extract data based on specific criteria, without manually scanning through each record.

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### **🔐 Access Requirements**

Advanced Search is **not included by default** in all accounts.

-   If you do **not see the Advanced Search option**, contact:
    -   Your Ontraccr **Sales Representative**, or
    -   The **Support Team** to request access.

🔒 Feature is a premium add-on. 

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### **📍 What It Does**

Advanced Search lets you run detailed queries across two core Ontraccr data sources:

-   **Forms**: All project-specific and global forms created in your account.
-   **Boards**: All cards across active boards using various card templates.

These queries can:

-   Be **saved for future reuse**
-   Include **multiple conditions** (e.g. project = X, injury = yes)
-   Filter by **date ranges**, status, user, and more
-   Export results (only for forms)

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### **🧭 Where to Find It**

1.  Navigate to the **top right corner** of the screen.
2.  Click the **magnifying glass icon** (Advanced Search).
3.  You’ll be taken to the **Advanced Search dashboard**.

From here, choose to search either:

-   Forms (via the **Forms** tab)
-   Boards (via the **Boards** tab)

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### **🔍 Example Use Cases**

-   Search for **FLHA forms** where an injury was reported.
-   Filter **Project Tracker cards** by status, customer, or date.
-   Create reusable reports for **safety audits**, **RFI tracking**, or **service dispatch analysis**.

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### **🔧 Notes**

-   You can **filter with AND/OR logic** (all vs any filters).
-   Each query can include **standard fields** (e.g., project, status) and **custom fields** from your forms or card templates.
-   **Export is only available for form results.**