Filtering & Exporting the Form Log

📘 Filtering & Exporting the Master Form Log Overview
 

The Master Form Log in Ontraccr allows powerful filtering options to help you quickly locate specific forms across your company. You can filter by date, user, project, customer, form type, board, status, and more. Once filtered, you can also export the resulting dataset into Excel format for external use.


🎯 Use Cases for Filtering

  • View forms submitted in a specific pay period
  • Isolate forms from a specific user, customer, or project
  • Find all forms with a specific status
  • Retrieve all forms initiated via a specific board card
  • Export filtered results to Excel for reporting

🗃️ How to Apply Filters

Step 1: Open the Master Form Log

Navigate to:

DocumentsFormsLog

Step 2: Click the Filter Icon

In the top-right of the log, click the filter icon to open advanced filtering options.


🎛️ Filter Options Available

All filter fields are optional—you can apply just one or many in combination.

Filter FieldDescription
Date RangeFilter by pay period, this week, last 30 days, or choose a custom date range
UsersFilter forms submitted by one or more users
Form TemplatesSelect specific form templates to include
Form NumberSearch by a specific form number
Customer/ClientFilter by customer tagged in the form
ProjectsFilter by projects associated with the form
BoardsFilter by the board the form was submitted from
StatusFilter by any current or historical form status (includes custom statuses as well)

Apply or Save Your Filter

Once you’ve selected your filters:

  • Click Apply to filter the log immediately
  • Click Create and Apply to save your filter as a reusable view

If you save it, a “Add Filter View” popup appears where you must name the filter.

📌 Saved views will appear next time you open the Filter panel.


📁 Exporting Filtered Results

Once your filters are applied:

  1. Click the Export button
  2. A .xlsx file will be downloaded
  3. The file contains the columns currently displayed in the log (e.g., form number, user, status, etc.)

💡 Tip: Apply filters first to avoid exporting unrelated form data.


🧠 Best Practices

  • Saved views are perfect for recurring reports or audits
  • Use form number filter if you're hunting a specific record
  • Make sure the date filter includes the timeframe of interest—many forms won’t appear unless the date matches
  • Use status filters to track pending, rejected, or canceled forms

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