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:
- Navigate to the Advanced Report.
- Switch to the Subscriptions tab.
- Click Modify and then select an Entity Type Subscription.
- 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.
