Dashboard Widgets from Saved Exports

📊 Dashboard Widgets from Saved Exports
 

Embed Time Tracking & Form Reports Directly Into Custom Dashboards

Ontraccr allows you to turn any saved export — whether it's from time tracking or forms — into a dashboard widget. This makes it easy to monitor report data at a glance, click into individual submissions, and consolidate operational insights into one visual dashboard.

📍 Where to Access

1. Navigate to the Dashboard section from the sidebar.
2. Either:
   • Click Add Dashboard to create a new one, or
   • Open an existing dashboard and click Edit
3. Click Add Widget
4. Choose:
   • Time Tracking Export
   • Form Export

🧭 What You Can Embed

You can add any saved export that was created using:

• Settings > Time Tracking > Exports
• Settings > Forms > Exports

These widgets allow you to:

• View filtered report data live
• Click directly into linked submissions (e.g., time cards or forms)
• Filter based on user/project/time range right from the dashboard

⚙️ Widget Configuration Options

When adding a widget, you can:

• Select which export template to use
• Give the widget a title (e.g., “Safety Forms This Week”)
• Choose default filters (e.g., last 7 days, specific division)
• Rearrange or resize the widget on the dashboard layout

🔍 Live Data & Interactivity

Each widget:

• Reflects up-to-date data
• Includes clickable links to view:
  • Full form submission
  • Full time card record (including details and source form if applicable)

This removes the need to leave the dashboard to investigate entries.

🧠 Common Use Cases

• Field Operations Dashboard:
  • Embed daily logs, hazard reports, and service job time cards
• HR/Compliance Dashboard:
  • Show expired/expiring certifications or safety incidents
• Payroll Dashboard:
  • Embed weekly time tracking exports for quick wage audits

📁 Widget vs Report

📌 Tips

• Create modular exports with filters already set up so widgets show exactly what you want.
• Use one dashboard per department or workflow for clarity.
• Encourage supervisors to use these dashboards daily for at-a-glance reporting.