---
title: "Creating and Using Custom Dashboards in Ontraccr"
url: "https://help.ontraccr.com/en/article/creating-and-using-custom-dashboards-in-ontraccr"
language: "en"
last_updated: "2025-06-30T19:49:18.516Z"
---

# Creating and Using Custom Dashboards in Ontraccr

## **🖥️ Creating and Using Custom Dashboards in Ontraccr**  
 

Bring Your Analytics to Life with Interactive Visual Dashboards

Ontraccr Dashboards let you centralize and visualize the analytics you’ve built from **Boards**, **Forms**, **Time Cards**, and more. You can combine widgets, resize elements, and customize layouts to track what matters most—all in one place.

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## **🧭 Where Dashboards Live**

To access dashboards, click **Dashboard** from the left-hand menu.

-   You'll see the **default dashboard** (Clock In/Out, Live Feed, Quick Stats)
-   You can create and manage **custom dashboards** from here

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## **🛠️ How to Create a New Dashboard**

### Step-by-Step:

1.  Go to the **Dashboard** page
2.  Click the **“Dashboard” dropdown** at the top
3.  Click **\+ New Dashboard**
4.  Use the **edit pencil** to name your dashboard (e.g., *Safety Compliance Overview*)
5.  Click **Edit** again → then **Add Widget** to begin assembling your dashboard

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## **➕ Available Widget Types**

When adding a widget, you’ll see five main categories:

### 1\. **Default Widgets**

System tools built into the platform:

-   **Clock**: Clock in/out feature
-   **Quick Stats**: Shows active users, inactive users, pending/submitted/approved time cards
-   **Live Feed**: Internal messaging tool (chat feed with attachments)
-   **Tasks**: View tasks across users (see note on permissions)

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### 2\. **Forms (Analytics Widgets)**

Widgets based on saved form analytics (e.g., FLHA submissions, hazard summaries)

-   Supports all saved **form-based analytics**
-   Use filters by project, user, etc. depending on widget setup

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### 3\. **Form Exports**

Add saved form exports directly into a dashboard:

-   Supports filtering by:
    -   Users
    -   Projects
    -   Customers
    -   Equipment
    -   Buckets
-   Has an **Export to CSV** button directly on the widget

✅ Highly recommended for customers using Exports—provides a clean, quick reporting view.

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### 4\. **Boards (Analytics Widgets)**

Widgets for analytics you've created based on board data:

-   Choose from any **saved board report**
-   Resize and rearrange widgets freely
-   Some charts (like Pie Charts) support **drill-down** into underlying data

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### 5\. **Time Tracking Exports**

Same as Form Exports, but for time tracking data:

-   Filters available:
    -   User
    -   Project
    -   Cost Code
    -   Time Type
-   Supports export and pay period filtering

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## **🧩 Dashboard Features**

-   **Widget Resizing**: Click and drag to adjust each widget’s size
-   **Multiple Dashboards**: Create as many as you need for different purposes (e.g., Estimating, Safety, Operations)
-   **Save in Progress**: Leave dashboards as "pending" while assembling them—save when finalized

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## **⭐ Starring a Dashboard (Set as Default View)**

Want a dashboard to load by default when you log in?

1.  Navigate to your preferred dashboard
2.  Click the **star icon** next to its name

📌 Starred dashboards are user-specific. Everyone controls their own favorites.

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## **🔐 Permissions and Access**

-   **Dashboards are private**: Each user has their own dashboards
-   **Analytics reports are shared**: Other users with Analytics access can use saved reports to build their own dashboards
-   **No permissions** on Tasks widget: All tasks can be viewed unless changes are made later

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## **♻️ Refreshing Data**

Click the **refresh icon** at the top of the dashboard to pull the latest data for all widgets.

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## 🧠 **Tips**

-   Use dashboards for:
    -   Field safety tracking (e.g., FLHA completions)
    -   Labor cost summaries (e.g., hours worked per job)
    -   Quote tracking (e.g., deal size by estimator)
-   Build once → use everywhere: dashboards created in the **Projects** or **Board Cards** area may automatically apply across other cards/projects in that board or company