Form Analytics in Ontraccr

📝 Form Analytics in Ontraccr
 

Track Submissions and Field-Based Metrics from Any Form

Form Analytics in Ontraccr allows you to generate insights from any form submitted within the platform, such as safety checklists, incident reports, or custom workflows. This feature helps you monitor activity, compliance, and field conditions directly from your forms data.

📍 Where to Create Form Analytics

You can build form-based reports in:

1. Analytics Page (Main Sidebar)
   • Supports analytics from all forms in your system.
2. Projects Page → Analytics Tab
   • Reports are pre-filtered to the current project, including form submissions tied to that project.
3. Board Card Dashboards (if forms push data into boards)
   • Form fields can be used as analytics inputs in board-level dashboards if relevant.

🔎 How to Build a Form Report

1. Select the Form

• Scroll down past Boards in the source selector until you see form icons.
• Choose the specific form you want to report on (e.g., FLHA, Incident Report).

2. Choose a Field

Each form supports two types of reports:

🧮 1. Number of Submissions

This is the only standard form report available.

• Purpose: Track how many times a form was submitted.
• Breakdown Options:
  • By User (e.g., who submitted it)
  • By Day
• Date Range: Use any preset or custom range (e.g., “This Week” or “Last 7 Days”)
• Display Options: Number, Table, Bar, Line

Example Use Cases:

• Supervisor FLHA Quota: Filter by specific users → Breakdown by User → Track FLHAs submitted this week.
• Incident Reporting: View how many incident reports were filed over the year → Breakdown by User.

🧩 2. Field-Based Custom Reports

In addition to submission counts, you can generate reports based on specific fields inside the form.

⚠️ Only fields that support analytics will be available. Supported field types include:

• Dropdowns
• Text Fields
• Choose One or More
• Calculation Fields (if configured in the form)

Example: Hazard Type Analysis (FLHA Form)

• Select the Hazards field (e.g., "Choose One or More")
• Breakdown By:
  • User
  • Status
  • Board Card
  • Board Status
• Display Options:
  • Pie Chart (available for choose-one-or-more fields)
  • Stacked Line
  • Table

🎯 Use Cases:

• See what types of hazards are most frequently encountered
• Measure FLA submissions per project or per user
• Compare safety risk patterns across different boards or job sites

🆕 Special Feature: Field Updates Filter

When viewing a report based on a field, you can optionally enable “Field Updates”, which:

• Limits the report to only those submissions where the field was updated within the selected date range
• Useful to exclude historical data that hasn’t changed recently

📈 Drilldowns (for Pie Chart Reports)

For supported fields and visualizations like Pie Charts, you can:

• Click on a chart segment
• View a list of all submitted forms that contributed to that value
• See Created Date, Last Updated Date
• Click through to view the actual form document

🧠 Tips

• If forms are submitted via boards, you can filter analytics by Board Card and Board Status
• Use form analytics to build Safety Dashboards, Compliance Snapshots, and Training Trackers