Dashboard and Report Widgets
Place configured reports on dashboards and homepages, show operational summaries, and control widget placement and sizing.
Find Operational Information. Turn It into Actionable Insight.
Turn operational data into role-based dashboards, actionable KPIs, searchable records, and traceable decisions.
Move from raw records to meaningful views, then drill into the exact business context that needs attention.
Advanced Search & Analytics
Five Building Blocks for Insight and Traceability
Data Visualization
Turn operational data into dashboards, reports, charts, pivot views, and drill-down insights.
Understand status, volume, progress, and exceptions faster.
Search Engine
Find the right records through keyword search, attribute filters, state filters, sorting, and enforced filters.
Work with large operational datasets without manually scanning records.
Activity History
Review a chronological record-level timeline of important system and user actions.
Understand who acted, what happened, and when the action occurred.
Instance Versioning
Create controlled snapshots of business records as they move through lifecycle stages.
Compare prior states and preserve key process checkpoints across revisions.
Geolocation & Geofencing
Capture where business actions happen, show location history, and validate actions against allowed areas.
Connect mobile and field execution with physical-location evidence.
Data visualization
Move from Raw Records to Meaningful Views
Render operational information as tabular reports, charts, pivot tables, and custom reports, then filter and drill into the records behind the summary.
Multiple Visualization Types
Present information through tabular reports, bar charts, pie charts, line charts, pivot tables, and custom reports.
Interactive Drill-Down
Move from report summaries to underlying lists and open the specific business records that need attention.
Configurable and Filterable Reporting
Drive reports through configured queries, business filters, default views, and specialized custom report programs.
Search engine
Find the Right Records Faster
Search dashboards and relation views through quick keywords, advanced attribute conditions, enforced process filters, sorting, and exportable results.
- Search records by name using partial keywords or identifiers.
- Build advanced filter conditions across visible attributes.
- Combine conditions through AND/OR groups.
- Use attribute-aware operators based on field type.
- Apply state, date, reference, numeric, and text-based conditions.
- Enforce required process filters while allowing additional user filters.
- Search and sort records within relation widgets.
- Export filtered results to CSV for offline review or reporting.
Operational traceability
Understand Records Across Time, State, and Location
Activity history
Understand What Happened on a Record
Display actions in chronological order with the user, timestamp, and action details. Track lifecycle promotions, version creation, geolocation changes, and modified activity entries.
- Record-level activity timeline
- Configurable standard activity widget
- Role-level widget visibility
- Activity-type visibility
Instance versioning
Preserve Important Process Checkpoints
Create versions at selected lifecycle transitions, show prior snapshots in a configured widget, and compare how the full business record evolved across reviews and approvals.
- Lifecycle-based version creation
- Configurable version history widget
- Selected attribute visibility
- Change and revision traceability
Location history
Connect Actions with Physical Location
Capture mobile location during configured lifecycle actions, display current and previous locations on a map, and validate location-sensitive actions against an allowed geofence.
- Geolocation capture on promote actions
- Movement history and map trace
- Geofence validation
- Configurable role visibility
Configuration and governance
Keep Insight Aligned with Access and Process Context
- Control report visibility and placement through dashboard and layout configuration.
- Drive report and search data through configured queries and filter settings.
- Use enforced filters to preserve process-specific search context.
- Restrict activity, version, and geolocation widgets to selected roles.
- Control version creation through configured lifecycle promote actions.
- Control location capture and geofence validation through lifecycle settings.
Customer value
- Turn operational records into readable insights for business users.
- Find exact records without manually scanning large datasets.
- Move from summaries to underlying records through interactive drill-down.
- Support audit and operational investigation from the record page.
- Preserve prior record states across controlled lifecycle transitions.
- Add physical-location proof to mobile and field actions.
Advanced Search & Analytics
Find, Understand, and Trace Operational Information
Combine configurable visualization, precise search, record activity, lifecycle versions, and location history in one governed operational platform.
Configure Protrak for Your Business