https://www.thefhguide.com/blog/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:The following types of historical 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
Sample Reports
- 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
Below are a few sample reports, based on a test Group. For more examples, see Goal 3 in the Online Tracker Help page.
Remember that The Family History Guide is a free website but we are supported by the generous contributions of our users and other contributors. For more information about contributing to The Family History Guide see The Family History Guide Association. All contributions will be warmly received and greatly appreciated.
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