Building and Viewing Project-Specific Analytics Dashboards in Ontraccr
📈 Building and Viewing Project-Specific Analytics Dashboards in Ontraccr Overview
Want real-time insights into hours worked, costs incurred, or project performance?
In Ontraccr, every project can have its own custom analytics dashboard — helping you track important KPIs without leaving the project profile.
🎯 Why Use Project Analytics Dashboards?
- Monitor time tracking, cost tracking, and billing at a project level.
- Build visual reports that update automatically.
- Share key project insights with PMs, Executives, and Clients.
🛠️ How to Build an Analytics Dashboard for a Project
Inside the Analytics tab of a project:
📄 Step 1: Add or Edit a Dashboard
- Click Edit Dashboard (pencil icon) to edit current dashboard.
- Choose to create a new dashboard by clicking on the dashboard dropdown then clicking New Dashboard +
➕ Step 2: Add a Widget (Report)
- Click Add Widget.
- Choose from available existing reports, or build a new one:
- Time Tracking reports
- Board Card reports
- Form-based reports
- Click Submit to add the widget to your dashboard.
🧩 Step 3: Build a New Report (Optional)
To create a new report from scratch:
- Click the Reports button at the top right.
- Fill in:
- Title (e.g., "Labor Hours - Project X")
- Source Type:
- Time Cards
- Boards
- Forms
- Set Filters:
- Select date ranges (e.g., last 30 days).
- Select specific boards or forms (if relevant).
- Choose Metrics:
- Sum, Average, Group By User/Type, etc.
✅ Hit Save when done — it will be available for adding to your dashboard.
🧠 Tips for Building Great Project Dashboards
Keep it Focused:
Add only the 4–6 most critical reports for quick daily checks.
Use Date Filters:
Set smart ranges like “Last 30 Days” to keep data fresh automatically.
Group by User:
See which team members are contributing the most time or costs.
Create Templates:
Once you build a killer dashboard, it automatically becomes available across all projects — no need to rebuild it every time!
🔍 Viewing Project Analytics
- Open any project.
- Go to the Analytics tab.
- View all your widgets and dashboards in one place.
- Click into specific widgets to drill down deeper into the data.
✅ All data is specific to this project only!
🧠 Edge Cases and Notes
- You can’t delete pre-built reports from here — manage reports centrally if needed.
- Analytics tabs respect project types — if a tab is hidden for a project type, you won’t see analytics for that project.
- Data updates automatically — no manual refresh needed.
✅ Example Scenario
For a 6-month industrial build project, you:
- Add a report showing total labor hours per week.
- Add another showing total project costs vs. budget.
- Add a work order tracking report from your custom board.
Your PMs can monitor trends daily without leaving the project view!
🚀 Summary
Project-specific analytics dashboards in Ontraccr make it easy to turn data into action — empowering teams to make smart, real-time decisions without complicated reporting setups.