---
title: "Board Card-Level Dashboards in Ontraccr"
url: "https://help.ontraccr.com/en/article/board-card-level-dashboards-in-ontraccr"
language: "en"
last_updated: "2025-06-30T19:50:05.133Z"
---

# Board Card-Level Dashboards in Ontraccr

## **🗂️ Board Card-Level Dashboards in Ontraccr**  
 

Build Dashboards for Individual Work Items

Ontraccr allows you to create custom dashboards within **individual board cards**, enabling a deep, card-specific analytics view. This is ideal for tracking metrics related to a specific **job, service ticket, or task**, using both board data and forms submitted to the card.

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## **🎯 When to Use Card-Level Dashboards**

Use this feature if you want to:

-   Monitor cost and productivity on a **single service job or work order**
-   View data aggregated from **multiple forms** submitted to a card
-   Build a **profitability dashboard** specific to a board card (e.g., time, labor, equipment, billing)

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## **📍 How to Access the Analytics Tab on a Board Card**

1.  Open a board card (e.g., from the **Service Tracker** board)
2.  Switch to the **Analytics tab**
    -   If no dashboards exist yet, you’ll see a **“New Dashboard”** prompt
    -   If dashboards exist, you can click the title to switch between them

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## **🛠️ Creating a Dashboard Inside a Board Card**

### Step-by-Step:

1.  In the **Analytics tab**, click **New Dashboard**
2.  Use the **edit pencil icon** to name it (e.g., *Profit & Loss*)
3.  Click **Edit** → **Add Widget**
4.  You’ll be prompted to select a report from this board card’s analytics

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## **📊 Creating Reports for Board Cards**

Before adding widgets, you must first create analytics for this board card:

1.  In the card’s Analytics tab, click **Reports**
2.  Click the **edit pencil** to name the report
3.  Choose a **data source**:
    -   **Card Data**: Pulls directly from the board card fields
    -   **Forms**: Select from any form submitted to this card
4.  Select a **field** (e.g., Total Labor Cost)
5.  Choose a **display type** (e.g., Number, Bar)
6.  Set a **breakdown (optional)** and **date range**
7.  Click **Save**

Once saved, this report will appear as an available widget to add to your dashboard.

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## **🔁 Dashboard Reuse Across Cards**

Once a dashboard is created in a board card:

-   It becomes **available across all cards in that board**
-   You only need to build it **once per board**
-   Each card will show **its own data**, using the same layout

### Example:

-   Create a “Profit & Loss” dashboard in **Card A**
-   View the same dashboard (populated with Card B’s data) when opening **Card B**

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## ⚠️ **Limitations**

-   Card dashboards are **specific to the board**. A dashboard built in “Service Tracker” will **not appear** in “Estimating” or “PO Tracker”
-   Analytics must be created **within** the board card—not imported from the main Analytics page

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## **🧠 Use Case Example: Field Dispatch Job Tracking**

1.  A tech is dispatched via **Field Schedule**
2.  They submit multiple forms (Work Orders, TNM, etc.)
3.  Forms push totals into the board card via workflows
4.  The dashboard inside the card aggregates:
    -   Total hours
    -   Material cost
    -   Equipment cost
    -   Billed amounts
5.  Result: A live **profitability view** for a single job

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