Introducing the Online Tracker Reporting System
It’s here!
At RootsTech 2019, we announced that a new reporting system for the Online Tracker would be coming
in April. Today we are excited to announce its debut on The Family History Guide website. This new feature enables you to create progress reports for yourself or others, based on slider-bar settings that have been recorded in the Online Tracker.
Getting Started with Groups
Note: If you haven’t accessed the Online Tracker, you will need to go to https://www.thefhguide.com/login and create a free account. It’s the only place in The Family History Guide that requires a login.
Once you log in to your Online Tracker account, you’ll find that two new buttons have been added in the top menu bar: Groups and Reports. Clicking “Groups” opens a screen where you can invite others to join a reporting group, and then set up groups of email addresses. Groups are required for reports to be run against.
For more information on creating and managing Groups, see Goal 2 in the Online Tracker Help page.
Creating Reports
With a Group of email addresses, you can start running reports to see slider-bar totals for Choices in The Family History Guide. Note: All reports use Choices as the basis for displaying chart info, as Choices are the only places where slider bars can be set.
For example, suppose you created a group of two people for reports. In Project 1, Goal 1, let’s say person A has 5 “Started”, 4 “Good”, and 3 “Proficient” slider-bar values, while person B has two of each of these values. The report would show 7 “Started”, 6 “Good”, and 5 “Proficient”. Slider bars that are set at 0 (“Not Started”) do not produce report data.
For more information on creating Reports, see Goal 3 in the Online Tracker Help page.
Report Types
The following types of current reports are available:
- All Choices (three bars)
- Choices in each Learning Path (FamilySearch, Ancestry, MyHeritage, Findmypast)
- Choices by Project (bars for each Project)
- Choices in selected Goals
The following types of historical reports are available:
- All Choices, by day, week, or month
- Choices in a selected Project, by day, week, or month
- All Choices for your own personal account, by day, week, or month
Sample Reports
Below are a few sample reports, based on a test Group. For more examples, see Goal 3 in the Online Tracker Help page.
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Current Choices, by Learning Paths
Historical Choices, Personal Data, by Week
I want to make a Group of our ward FH people so we can keep track of what our Ward Plan is based on what we recommended to the Ward Council. Our group is made up of our ward consultants and indexing people, members of the ward council, and our priesthood leader assigned to report to and confer with the Bishop. Is that possible?
Yes, that would work fine. You just need to collect the email address of each person, create a report group, and then run the reports you want. The groups and reports do not access Church information – only emails and the slider-bar information pulled from the Online Tracker for each person. For more info, see the Help page – https://www.thefhguide.com/online-tracker-help.html Good luck!