---
title: "Filtering & Exporting the Form Log"
url: "https://help.ontraccr.com/en/article/filtering-exporting-the-form-log"
language: "en"
last_updated: "2025-06-06T21:55:48.323Z"
---

# 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.

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## 🎯 **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

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## 🗃️ **How to Apply Filters**

### Step 1: Open the Master Form Log

Navigate to:

`Documents` → `Forms` → `Log`

### Step 2: Click the Filter Icon

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

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## 🎛️ **Filter Options Available**

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

| Filter Field | Description |
| --- | --- |
| **Date Range** | Filter by pay period, this week, last 30 days, or choose a **custom date range** |
| **Users** | Filter forms submitted by one or more users |
| **Form Templates** | Select specific form templates to include |
| **Form Number** | Search by a specific form number |
| **Customer/Client** | Filter by customer tagged in the form |
| **Projects** | Filter by projects associated with the form |
| **Boards** | Filter by the board the form was submitted from |
| **Status** | Filter by any current or historical form status (includes **custom statuses** as well) |

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## ✅ **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.

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## 📁 **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.

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## 🧠 **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