Tracking Performance in SharePoint

Will Cooper
Will Cooper
April 29, 2019 | General

By now, most of you have built lots of useful tools using Infowise Ultimate Forms in your SharePoint environments. There is really no limit to the variety of tools you can make. Many businesses have made their own Help Desk Systems, Project Trackers and HR Self-Service Tools.

I'm willing to bet that even the long time Infowise veterans are missing out on something that is easy to set up and invaluable for assessing progress.

Infowise is great for making nice looking dashboards, PDF output and charts. But what about analyzing historical data?

For example, do you know what the status was on your tools looking back on a month to month basis? I'm willing to bet you aren't tracking this information. Instead, you only know the current status of your records only.

Luckily there are some very easy steps you can take to set up automated tracking to record a snap shot of current status on a daily basis and store that historical information to track progress over time.

By using the Calculate Summary action in another list, you can set up automatic tracking to record this information for you. Once you set the actions, the workflow takes place automatically which means you never have to do anything again.

Once you have this data, it is easy to pair this Infowise charting to show a visual representation of these trends.

We've just added a new tutorial describing the exact steps. I promise that once you have set this up for one list, it is simple to reproduce this for any SharePoint lists you need.

This is so easy and so useful, you might kick yourself for not doing it sooner! If you have any questions on using this functionality please drop us a comment or email and we'll be happy to support.

» Make a Tracking Report Tutorial

» Charting Workshop

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Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.