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
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