Your field team submits thousands of forms every week. A technician dispatches a job, fills it out, and sends it back into the system. From there, what happens? For most operations managers, dispatchers, and admins, the honest answer has been: it depends on which spreadsheet you check, which listing page you remember to filter, or who you happen to ask.
To bridge this gap, we’re announcing Submission Activity Analytics, a new dashboard built directly into the TrueContext Web Portal that gives your team one place to see submission activity across every form and every workflow state they have access to.
The problem we kept hearing
Talk to enough supervisors and dispatchers, and a pattern emerges. They’re running their day across three or four browser tabs: one filtered view of all form activity, another filtered view of submissions by form, and a spreadsheet on the side where they manually track who’s carrying what. They refresh constantly and still get surprised. A declined dispatch sits untouched for two days, which then turns into an angry customer call that takes everyone by surprise.
This issue is less a failure in effort and more a gap in tooling. The two existing listing pages in the portal were never designed for triage across workflow states, assignments, and time periods, and many users don’t quite know which one to reach for in the first place. Meanwhile, TrueContext’s Work Management capabilities, Dispatch, Approvals, Can Manage Assignments, have grown steadily more capable and reflective of how field service is done today, which only widened the gap between how much work the platform could track and how little of it was visible in one place.
Some customers responded by building their own answer: exporting data into Power BI, standing up connectors, and recreating TrueContext’s permission model from scratch just to get a usable view. That’s a lot of infrastructure to build just to answer “where does work stand right now?”
What Submission Activity Analytics does
Submission Activity Analytics is a centralized dashboard that organizes submission activity around the actual workflow lifecycle: Dispatched, Incomplete, Pending Approval, Changes Requested, Reopened, Completed, and Cancelled. Instead of generic record lists, you get counts, charts, and filters that map to how work actually moves.
A few things make it useful day to day:
One filter, every view. Filter by submission name, FormSpace, form, workflow state, assignee, approver, submitter, or due date, and that filter applies everywhere at once: the workflow-state counts, the monthly volume chart, workload by user, activity by form, and the submission details table.
Workload visibility without the spreadsheet. The Submissions by User view shows who’s carrying what, replacing the mental math and side-tracking that supervisors have been doing on their own.
Declined work doesn’t hide anymore. A cancelled dispatch shows up in the workflow-state counts immediately, instead of waiting to be discovered during a manual check.
One click from chart to record. Every reference number in the dashboard links straight to the full submission. This isn’t a static report you read and close. It’s a surface you act from.
Export on demand. Whatever you’ve filtered down to, export it to CSV right away. Monthly reporting that used to take an hour of copy-paste now takes under a minute.
Built where the work already happens
For field leaders, this simplifies one of the most tedious parts of their day. Submission Activity Analytics lives inside the Web Portal you’re already using, fed directly by the submission activity TrueContext already captures. There’s no BI tool to license, no connector to build, and no data pipeline to maintain.
It also inherits your existing TrueContext permissions automatically, with row-level security applied behind the scenes. Every user sees exactly the submissions they’re already allowed to see. If you’ve ever stood up an external dashboard and then had to rebuild your security model inside it, you know how much work that step alone saves.
The dashboard has been validated against several million submission records, so the experience holds up whether you’re managing a small team or running a deployment with thousands of users across dozens of FormSpaces.
One note on how it works: The dashboard reflects a periodically refreshed snapshot of your data rather than a live feed. It’s built for planning, review, and triage, not second-by-second monitoring. When you need the current state of a specific submission, open it directly from the dashboard in one click.
Who it’s for
If you’re an operations manager or field supervisor, you get a single view of team performance and what’s stuck, without building a report to get it. If you’re a dispatcher, you get fast filtering by state and assignee so declined work surfaces instead of sitting buried. If you’re an approver, you see how your queue fits into the broader pipeline. And if you’re a form builder or administrator, you get visibility into which forms are actually being used, plus a CSV export ready whenever a stakeholder asks a question.
Available now, no extra setup required
Submission Activity Analytics is rolling out automatically for Intelligent and Elite tier customers. You’ll find it in the Web Portal under Data & Analytics. No configuration, no integration work, and nothing new to set up on your end. Historical submission data is backfilled as part of enablement, so the dashboard has context from day one.
Open it, filter to what matters to you, and see where your work actually stands.
