Simplified Entity Management in Advanced Reports

With the latest TrakIT update, users can now include multiple entities under a single Advanced Report subscription. Previously, separate subscriptions were required for each customer or transporter—leading to unnecessary complexity and overhead.

The new enhancement introduces an 'Entity Type Subscription' field within the Advanced Report Subscription setup. Once selected, users are presented with a list of relevant entities and can choose one or more to include in the report - streamlining configuration and reducing subscription clutter.

Steps to enable multiple entities:

1. Navigate to the Advanced Report.
2. Switch to the Subscriptions tab.
3. Click Modify and then select an Entity Type Subscription.
4. Select one or more entities and click Save.

Important Points to remember:

• Remove any specific entity filters from the subscription filters or main filters.
• Remove any specific entity recipient emails from the Recipients section.
• When previewing a report with multiple entities, you will be asked to select a single entity.
• When the report is queued for sending, a separate report for each entity is queued and sent separately.
• When delivering by email, each entity's email address is appended to the 'To' recipient emails.
• It is recommended to have other fixed recipients as 'Cc' recipients.

If you have any questions, concerns or need assistance in setting up entities in advanced reports, please contact TrakIT Support.

Guidelines for TrakIT Support Communication

As the TrakIT Support team, we strive to provide timely and effective support to all our users. To ensure that every request is tracked, prioritised, and resolved efficiently, we kindly request you to follow the guidelines below for all support-related communication.

1. Email is the primary mode for all support requests

For all support inquiries, including general issues, clarifications, or assistance, please email us at support@trakit.in. This ensures that every request is properly tracked, prioritised, and followed up on in a timely manner.

2. WhatsApp is not a formal support channel

Please note that due to the informal nature of WhatsApp, it is challenging to maintain proper records of issue history, priority levels, or resolution statuses. Follow-ups and escalations can easily be lost within long chat threads, which hinders our ability to manage support effectively.

Furthermore, using WhatsApp for support introduces data privacy and security risks. As an informal communication channel, it cannot be centrally audited or controlled. For these reasons, we do not recommend using WhatsApp for formal support inquiries.

The designated WhatsApp group is to be used exclusively for critical incidents or issues that require immediate attention. We kindly request that you refrain from sending one-on-one messages or non-urgent queries to the group.

3. TrakIT Chat Support

For urgent assistance, please use our TrakIT Chat Support, available Monday to Friday from 10:00 AM to 6:30 PM (IST). This channel is designed for immediate support when quick attention is required.

4. TrakIT Help Portal

​We encourage you to explore the TrakIT Help Portal, a comprehensive self-service resource offering detailed knowledge and guidance on the overall system. It's a convenient way to find answers and learn about various features.

5. Refresher Training

If you require refresher training or wish to better understand any specific area of the TrakIT application, please feel free to request a session by emailing us at support@trakit.in.

---

Our Commitment

By following these communication guidelines, we can ensure faster responses, accurate tracking, and a smoother support experience for everyone. We sincerely appreciate your understanding and cooperation.

Create a Shipment with Multiple Job Types

We would like to share an important update regarding the "Job Type" selection when creating a new job (shipment) in our upcoming release.

The current single-selection dropdown for "Job Type" will be replaced with multiple selection checkboxes. This enhancement will enable greater flexibility in defining and associating multiple job types with a single job, eliminating the need to combine multiple job types into one name and reducing logical duplicates. This change will give us better control over our "Job Type" naming conventions and usage. The Job Type selection will look as shown below:

Additionally, you will now be able to deselect Job Types from the "Workflow Definition > Services/Job Types" section if you no longer wish to use them for the workflow. Please note that deselecting a Job Type will not affect existing jobs, but it will restrict its use in any new jobs created for that workflow going forward.

As this is a major change, we will be taking care of all dependencies of the existing data. We will inform you once this is rolled out. While we endeavour to cover all use cases, if you notice any discrepancies or issues with the Job Type field, please let us know immediately.

For any questions or concerns, please contact TrakIT Support.

Transform Your Exported Reports into Insightful Pivot Views

 

In logistics and supply chain management, data is generated at every step — from shipment creation to delivery confirmation. The challenge is not collecting data, but making sense of it quickly. That’s where TrakIT’s export feature, combined with Excel’s Pivot Table capability, becomes a game-changer.

When you export a report from TrakIT, you receive a structured dataset, ready for in-depth analysis. By using custom-made, pre-designed Excel report templates having multi-dimensional Pivot Views, you can instantly turn that raw data into an interactive, visual summary that reveals trends, patterns, and opportunities. And when you need advanced, customised representations, our expert data modelling team can fulfil any of your multi-dimensional analysis requirements.

What is a Pivot View?

A Pivot View in Excel is more than just a summary table. It’s an interactive analytical dashboard that lets you:

• Slice your data by different dimensions (e.g., customer, route, month)
• Dice into specific details without writing a single formula
• Filter for quick scenario analysis
• Aggregate numbers instantly for high-level summaries

Think of it as the fastest way to turn a flat Excel export into a decision-making tool.

Why Pivot Tables are Perfect for Multi-Dimensional Logistics Analysis

In the logistics world, there’s rarely just one way to view performance. You may need to see the data:

• By Region → Service Type → Month to check seasonal demand
• By Customer → Route → Transit Time to identify bottlenecks
• By Depot → Shipment Type → Carrier to evaluate operational efficiency
• By Port Clerk → Shipment Allocated vs. Customs Released vs. Pending Release to measure clearance performance and identify process delays

With Pivot Tables, you can:

• Group & Summarise – For example, total shipments by region and month.
• Drill Down – Double-click to see the shipment details behind any summary figure.
• Filter Dynamically – Use slicers for quick “what-if” scenarios.
• Cross-Tabulate – Compare multiple dimensions side-by-side, such as cost vs transit time per route.

Why This Matters for TrakIT Users

Time is critical in logistics. The faster you can interpret data, the quicker you can act. With Pivot Views:

• Managers can track performance by multiple KPIs in one place.
• Operations Teams can identify recurring issues in specific lanes or carriers.
• Port Clerks can monitor and improve clearance efficiency by comparing shipments allocated, released by customs, and pending release status.
• Finance Teams can reconcile costs by customer or shipment type.

When your reporting needs go beyond standard exports, our expert data modelling team can design and deliver tailored multi-dimensional data views — or create pre-designed Excel templates — ensuring your analysis is fast, consistent, and perfectly aligned with your operational goals.

TrakIT gives you the data. Excel’s Pivot View turns it into actionable insights. With our custom-made pre-designed Excel templates and data modelling expertise, any of your multi-dimensional data representation needs — from operational insight to clearance tracking — can be delivered ready-to-use. 

The result? Faster insights, zero setup hassle, and decision-ready analytics that empower smarter, quicker decisions.

Connect with TrakIT Support now to set up your Pivot Table Templates.

Company-Based Service & Job Type Assignment

 A new feature has been introduced in TrakIT to allow services & job types to be assigned based on specific companies defined in the system.

With this update, services & job types can now be managed at the company level, enabling better control over which services & job types are available to which companies.

Key Details:

• All existing services & job types have been automatically enabled for all existing companies in the system to maintain continuity.
• Going forward, services & job types can be selectively enabled or disabled per company as needed.

Need Changes?

For any modifications to service or job type assignments, please contact TrakIT Support or your System Administrator.