New Event/Data Filters for Advanced Report

With the latest update of TrakIT a new 'Event/Data Values' filter has been introduced for Advanced Reports. Previously, it was only possible to select either completed or not completed events/data fields as filters. Any other condition had to be added as a custom filter by the TrakIT Support team.

The new filter 'Event/Data Values' has replaced the previous 'Completed Event/Data' and 'Not Completed Event/Data' filters.

You can select one or more event/data codes. For example: DEL, ETA. If any of the event/data fields match the condition, the work order will be included in the report.

The values of the event/data field can be compared with a list of available options explained below:

• not empty/TBA - Value must be not empty or "TBA" (To Be Advised)
• NA - Value must be "NA"
• TBA - Value must be "TBA"
• empty - Value must be empty
• a date this month - Value must be a date that falls in the current month
• a date this quarter - Value must be a date that falls in the current quarter
• a date this year - Value must be a date that falls in the current year
• a date from - Value must be a date that falls on or after the specified date
• a date up to - Value must be a date that falls on or before the specified date
• a date between - Value must be a date that falls in between the specified dates (both dates inclusive)
• a date within last - Value must be a date within the last specified number of days
• a date within next - Value must be a date within the next specified number of days
• a partial match - Value must be a partial match for the specified text
• starting with - Value must begin with the specified text
• ending with - Value must end with the specified text
• an exact match - Value must be exactly the same as the specified text
• not containing - Value must not contain the specified text
• from list - Value must be exactly one of the items in the specified list of items (comma or semi-colon separated)
• a number >= - Value must be a number equal to or greater than the specified number
• a number <= - Value must be a number equal to or less than the specified number
• a number in range - Value must be a number in range of the specified numbers (both inclusive)

Please note that all text comparisons are case-insensitive. "ABC" is the same as "abc".

The 'Negate Condition' checkbox inverts the condition set for the filter. For example. If you have set the 'Ending with' filter, negating it becomes 'Not ending with'.

By default, the event/data filters only look for events and data in open work orders. To search within closed work orders, select the 'Include closed WO' checkbox. Note that this can cause the report generation to take a lot longer than it normally would. Do not use this option unless you really need it.

For any questions or clarification, please contact TrakIT Support.

Make Advance or Partial Payments or Receipts

With the latest update of TrakIT, you can now register advance payments from vendors and register future bills against the payment. Similarly, you can receive advance payments from customers and register future invoices with the payment receipt.

Registering a Payment

On the Finance > Receipts & Payments page, select the Payments tab. Enter the details for the payment that was made to the Vendor.

Once the payment is created, you can register zero or more existing bills against it. You can even approve the payment without allocating any bills. 

The payment detail page now has a new button: Finalise. The payment can be finalised only when the allocation of bills equals the payment amount. Once the payment is finalised, no further changes can be made.

Registering a Receipt

The procedure for registering receipts is the same as for payments. Once the receipt has been created, you can approve it with or without allocating invoices to the receipt.

After approval, you can generate the voucher or receipt copy to send to the customer. Future invoices from the customer can then be allocated to this Receipt.

Once the Receipt has been allocated to invoices and the outstanding is zero, the Receipt can be finalised.

For any questions or concerns, please contact TrakIT Support.

Introducing Tags

The latest update introduces the ability to define "tags" for various elements such as Workflow, Advanced and Query Reports, Entities, and Assets. This new feature provides users with the flexibility to categorize and organize these components based on their specific needs.

By assigning tags, you can create a more structured and efficient system, making it easier to manage and retrieve relevant data. Whether you're dealing with complex workflows or numerous assets, tags allow you to tailor the organization to fit your workflow, improving overall productivity and clarity.

Adding New Tags

To add one or more tags, simply type the tag name and press enter. Tags are not case-sensitive. So, "Internal" is the same as "internal". You must use the correct capitalisation when defining a tag for the first time.

Adding Existing Tags

If you've used a tag before, it will appear in the list of selections when you type a few characters.

Filtering on Tags

You can search by tags on the main page for the reports, entities or assets.

We hope you tags help you to organise your reports, entities and assets better and more efficiently.

Depot, Geography & Location Terminology Updates

Depots have traditionally represented various physical points such as warehouses, ports, terminals, and airports, where consignments are picked up or delivered. To better reflect the diverse range of these physical points, we are renaming Depots to Locations. This change is purely terminological, with no impact on functionality. You can still assign GPS coordinates for precise locations if needed.

In line with this update, the Depot Type master data field will be renamed to Geo Data. This field will now accommodate any type of geographical location when added to the workflow data. You can select this Geo Data type using the drop-down menu present when editing the field. Additionally, the Custom Filter field remains available for TrakIT Support to further refine selections.

The previous Location field, which allowed place lookups using Google, will now be renamed to Google Places.

GPS Location of Assets and Users is now renamed to Position.

We apologize for any inconvenience this change may cause, but we believe it better aligns with the evolving data requirements in TrakIT.

Here is a summary of the renamed fields:

Old Field	New Field
Depot	Location
Geographical Location	Geo Data
Location	Google Place
Asset/User GPS Location	Position

For any questions or concerns, please contact TrakIT Support.

Connect TrakIT with Power BI, Tableau, Google Data Studio and other Dashboarding tools

With the recent update of TrakIT, you can now use your TrakIT installation as a real-time data source for Dashboarding software such as Power BI, Tableau, Google Data Studio and many more.

Configuring the Data Source

TrakIT does not allow direct connections to its database. However, TrakIT can expose any information via a web API endpoint that can be used to retrieve information from specifically designed query reports.

The API endpoint must be in the following syntax:

https://trakit.[yourcompany.com]/api/public/queryreport?APIKey=[YourKey]&RepID=[ReportID]&AsFile=true

Replace the highlighted parts above with the correct information. Please connect with the TrakIT Support team to obtain your API Key and Report ID. The "AsFile" parameter allows you to directly get the report in the designed format (xlsx, csv or txt). If set to false, the API responds with Json format data.

Please note that the above endpoint is accessible from the web to anyone who has the URL and hence must be kept strictly confidential.

Embedding the Dashboard in TrakIT

If the dashboard software you use has the capabilities for embedded dashboards, please let us know the embedded Url for your dashboard and we can include the dashboard in any internal dashboard page in TrakIT.

For any questions or concerns, please contact TrakIT Support.