Understanding Reporting in Ontraccr
📊 Understanding Reporting in Ontraccr
Ontraccr’s Reporting system is more than a collection of pre-built summaries. It is a modular, deeply integrated reporting engine designed to surface insights across labor, compliance, job costing, time tracking, certifications, and custom workflows. Whether you’re in payroll, project management, HR, or operations, Ontraccr gives you the ability to extract meaningful, actionable data — on demand.
This article explains the structure, logic, and purpose behind the Reporting feature set, helping you understand what’s possible and how to harness its full potential.
🧠 The Philosophy Behind Ontraccr Reporting
At its core, Ontraccr’s reporting is built on three pillars:
Immediate Access to Operational Truth
Every report is connected directly to real-time project activity — from time cards to change orders to forms — ensuring that data reflects actual work being done.
Configurability for Different Roles
Payroll admins need summarized, clean exports. Field managers need granular detail. Safety teams need certification alerts. Ontraccr doesn’t take a one-size-fits-all approach — it gives you options.
Data Ownership Without the Complexity
You can build your own exports, dashboards, and views without needing IT or a reporting analyst. The platform democratizes access to the data you already have.
🧩 The Reporting System: Key Components
Ontraccr’s reporting framework is divided into four main pillars:
1. Standard Reports
Pre-built reports available from the Reports tab under the “Company” view. These include:
- Employee Payroll Report: Summary of time grouped by pay periods.
- Staff Timesheets Report: Daily breakdown of hours by project and cost code.
- Service Jobs Report: Tracks ad hoc service job hours from the field.
- Project Status & Timeline Reports: Views on labor cost tracking and Gantt-style planning.
- Certifications Reports: User and vendor certificate tracking.
- Cost Code Billing Report: Billable vs actual cost by code, with margin visibility.
🧠 Use these for fast insights and exportable summaries without any setup.
2. Time Card-Based Reports (Team Cards View)
Accessible via the Time Cards > Team Cards section.
- Offers deep filtering by user, project, time type, cost code, approval status, etc.
- Allows custom column control, including violation flags, notes, union info, and custom time fields.
- Supports individual timesheet printing with precise pay period breakdowns.
🧠 Ideal for supervisors, payroll staff, and compliance audits.
3. Project-Specific Logs and Reports
Inside every Project, you can export reports from tabs like:
- Payables (Purchase Orders)
- Billing (Invoices)
- Work Orders, Change Orders, and Forms
- Budget (Forecasting)
- Progress (Actuals-to-date)
- Contract Log (Issued invoices)
🧠 These offer a 360° view of each project’s paperwork, time, and budget history.
4. Custom Exports (Time Tracking & Forms)
Found under Settings, these tools allow you to build your own reports.
- Time Tracking Exports:
- Fully configurable columns
- Batch tracking, line numbers, summaries by employee/day/project
- Form Exports:
- Pull any field (including table columns) from any form template
- Combine with user, project, and division metadata
🧠 Used for payroll feeds, job costing exports, or internal workflows requiring exact formats.
🖥️ Embedding Reports into Dashboards
Saved exports (time or forms) can be added to custom dashboards as widgets.
- View real-time filtered data
- Click into submissions
- Build role-specific visual reporting tools
🧠 This transforms reports from static files into dynamic, interactive team dashboards.
🧠 Use Cases by Role
| Role | Use Case Example |
|---|---|
| Payroll Admin | Export approved hours + wages weekly using the Employee Payroll Report |
| Project Manager | Monitor actual vs estimated labor via Project Status Report |
| Field Supervisor | Print individual staff timesheets from Team Cards view |
| Safety/HR | Track expiring user/vendor certifications and update files in place |
| Operations | Review service jobs and unstructured time from field in one report |
| Finance | Use Cost Code Billing Report to review margins by cost code/project |
✅ Why It Matters
- Audit-ready reports without manual data entry
- Real-time visibility into labor, certifications, billing, and forms
- Custom reporting pipelines that fit your unique workflows
Whether you need a PDF for your accountant, a live dashboard for your site supervisor, or a spreadsheet for a customer — Ontraccr gives you full control over what you see, how you see it, and when you export it.