Wednesday, 18 November 2015

Zipped Reports and Mandatory Header Fields

This new update of TrakIT bring the following features among others:

1) Zipped Reports

In the last update of TrakIT, we updated the main Excel component that generates Excel reports. Unfortunately, this has caused some false positives on some email filters for a few customers that caused the Excel reports to be removed from the email. Oddly enough, the emails were let through if the Excel files were zipped and attached.

For such instances, we have implemented a zip feature on Custom, Advanced and SQL reports. When creating the subscriptions for these reports, a "Zip Report" option is now available. When selected, the attachment file is zipped into the standard .zip file format.


Please note that the report will be zipped only when sent via email. Previewing the report within TrakIT will not generate a zip file.

2) Mandatory Header Fields

In many instances, users forget to populate important header fields such as Carrier, Origin Depot,  etc. when creating work orders. To prevent this, we've added new functionality within the corridor definition whereby Admins can select which fields from the work order header should be mandatory when creating work orders.


Go to Admin > Corridor Definitions, select a corridor and then select the "Mandatory Header Fields" section. A list of header fields is displayed (not all) where you can select the ones you want to be mandatory when creating work orders. Remember to click 'Save' once done. The "Shipper/Receiver" field is always mandatory.

3) Create Work Order Page Redesign

The page for creating new shipments has undergone a slight re-design. It now uses tabs to prevent users from having to scroll down too much. The corridor selection has been moved to the top and the user must select the corridor before anything else is shown.




For any questions or concerns, please contact TrakIT Support.



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