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Understanding Forms in Ontraccr: Purpose, Functionality, and Core ConceptsForms in Action: What Happens After a Form Is Submitted?Creating and Editing Forms in OntraccrGlobal Forms vs. Project-Specific Forms: What’s the Difference?When to Use a Global Form vs. a Project-Specific FormUsing Templates vs. Creating Forms From ScratchForm Types and Custom NumberingDivisions – Controlling Form Access and Workflow LogicAutomatically Collected Data: What Gets Captured and How to Customize ItForm Options (Edit, Resubmit, Reassign, and More)External Forms (Public Links, QR Codes, and Use Cases).Using Sections in Forms (Design, Permissions, Collapsing, Duplication)Field Types: Yes/No, Conditional Fields, Required Explanations, and Triggers.“Choose One or More” Fields: Data Types, Smart Filtering, and Styling.Triggering Forms: Mapping Data from One Form to Another Automatically.Conditional Logic: Show/Hide Sections and Fields Dynamically.Section Permissions: Role-Based Visibility and Editing ControlSection Duplication: Repeatable Sections for Photos, Inspections, and MoreAssigned Form Display Settings: Show Key Data in the Log Without Opening FormsText Input Field: Capture Freeform Responses with Powerful Formatting OptionsAttachment Field: Uploads, Mobile Capture, and PDF HandlingTable Fields: Overview and Core ConfigurationTable Type: Materials Table (Columns, Filters, and Line Item Input)Table Type: Time Entry (Advanced Timecard Capture, Conflict Checks, Thresholds & More)Table Type: Equipment – Filter by Type, Log Hours, and Preload from FormsTable Type: Cost Codes – Budgeting, Billing, and Project AllocationTable Type: Custom Tables and Custom Form Tables – When to Use WhichCalculation Field: Auto-Calculate Totals and Values in Real TimeDate/Time Range Field: Capture Start and End Times in One FieldDate/Time FieldAttribute Table & Attribute Fields: Pulling Live Project, User, or Client Data into FormsMulti-Signature Field: Capture Multiple Signatures on a Single FormStatic Fields: Add Instructions, Diagrams, or Reference Files to Any FormGPS Location and Weather Fields: Capture Context with PrecisionDynamic Attribute Fields: Pull and Display Custom Field Values Across Linked FormsTrigger Block – Manual vs. Clock In/Out Workflows and Enforcement LogicAssigned Users Block: Controlling Who Can Fill Out the Form and WhenApproval Block: Configuring Approvers, Rejection Notes, and Sequential Review FlowsEdit Block: Forcing User Revisions and Multi-User ContributionsSend Email Block: Automate PDF Delivery with Dynamic Content and Outlook IntegrationNotify in App Block: Push Notifications and In-App AlertsPDF Export Block: Automatically Save Form PDFs to Project or Global FoldersForm Trigger Block: Launch Linked Forms with Shared Access, Linked Numbers, and Auto-MappingCreate Board Card: Auto-Create Cards with Mapped Fields, Colors, and AssigneesCreate Profile Block: Auto-Create Project Profiles from Form SubmissionsDispatch Block: Automatically Create Shifts with Locked Fields and Pre-Filled AssignmentsUpdate Contract Block: Add Change Orders or Subcontracts to Project Profiles AutomaticallyStatus Update Block: Customize and Track Form Status Through Workflow StepsUpdate Material Quantities Block: Add, Subtract, or Transfer Inventory from FormsCreate Time Entry Block: Automatically Submit Timesheets Based on Form DataForm Update Block: Push Data from Child Forms to Parent Forms AutomaticallyUpdate Board Card Block: Change Card Status, Assignee, and Info from FormsUpdate Cost Block: Push Material, Labor, Equipment, or Subcontract Costs into Project BudgetsCollect External Signature Block: Send Forms for DocuSign-Style External Sign-OffCreate Task Block: Auto-Create Tasks and Assign Them from FormsQuickBooks Integration Block: Push Invoices and POs from Forms to QuickBooks OnlineCollect Payment Block: Send Stripe Links to Customers and Link Payment to Form WorkflowsRoles & Permissions for Forms: How to Control Who Can View, Edit, and ManageCustom Form Exports: Build Filterable Reports with Columns, Batch Numbers, and Dashboard WidgetsAction Center Customization: Control Which Roles See Form Shortcuts on Mobile
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Custom Form Exports: Build Filterable Reports with Columns, Batch Numbers, and Dashboard Widgets

📄 Custom Form Exports: Build Filterable Reports with Columns, Batch Numbers, and Dashboard Widgets
 

The Custom Form Export feature in Ontraccr lets you generate tailored reports from submitted forms. You can define your own columns, filter by date or division, add batch numbers, and even embed reports directly on your dashboard as widgets.

📦 What Is a Custom Form Export?

A Custom Form Export allows you to:

  • Select a form (e.g., Daily Log, Time & Material, Site Report)
  • Define exactly which fields appear as columns
  • Filter by date, pay period, or division
  • Add batch numbers and line items
  • Export data to CSV
  • Embed it as a live dashboard widget

✅ Great for job costing summaries, timesheet exports, inspection audits, or billing reports

🛠 How to Set One Up

  1. Navigate to Settings → Forms → Exports
  2. Click the Add button
  3. Enter:
    • Export title (e.g., “Work Order Report”)
    • Division (if using multiple divisions)
    • Form Template (select the form to export from)

4. Configure Columns

  • Click Add Column ➕
  • Choose any form field from that template:
    • Text, numbers, dropdowns, dates, tables, user names, projects, etc.
  • Name the column (can differ from the field name)
  • Repeat for all fields you want included

🧠 You can include table fields like equipment used, materials, and time entries

5. Optional Toggles

OptionDescription
Generate Batch NumberAdds a unique export ID for grouping
Add Line Item NumberSequential numbering per export row

6. Export the Report

  • Go to Reports → Exports
  • Choose your saved export (e.g., “Daily Logs Export”)
  • Pick a date range or pay period
  • Click Export to CSV
  • Your batch will download, complete with all selected fields

📊 Use Case Examples

Report TypeFields Included
Time & Material ReportUser, Date, Project, Hours, Materials Used
Daily Equipment LogEquipment ID, Hours, Notes, Supervisor
Safety Incident SummaryDate, Description, Reported By, Status
PO History ReportPO Number, Vendor, Date, Project, Total

📈 Add to Dashboard

Custom exports can be embedded as dashboard widgets:

  1. Go to your Dashboard
  2. Click ➕ Add Widget
  3. Select Form Export → Choose your export template
  4. The export table appears directly on your dashboard—with live filters

✅ You can click any row to open the original form submission

📌 Best Practices

  • 🧾 Use batch numbers for archiving and tracking which data has been exported
  • 🔁 Hide previously exported data to avoid duplication
  • 🧱 Group exports by division if you manage separate business units
  • 📋 Customize column names for clarity in Excel/CSV

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On This Page
Custom Form Exports: Build Filterable Reports with Columns, Batch Numbers, and Dashboard Widgets
📄 Custom Form Exports: Build Filterable Reports with Columns, Batch Numbers, and Dashboard Widgets 
📦 What Is a Custom Form Export?
🛠 How to Set One Up
4. Configure Columns
5. Optional Toggles
6. Export the Report
📊 Use Case Examples
📈 Add to Dashboard
📌 Best Practices
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