Exporting work-order data in TrakIT was never one-size-fits-all - you could already compose your own export and pick which columns to include. But the old experience was clunky, and once you'd chosen your fields, there was little you could do with them: no control over formatting, no alignment, no choice of which aspect of a field to pull. The redesigned Work Order Export keeps the composable foundation and rebuilds everything around it. The result is faster to work with and genuinely customisable down to the individual column - you choose the fields, their order, their format, and how the file is delivered, and TrakIT remembers it all for next time.
Here's how it works and why it matters.
It starts with your filters
The export always reflects what you're already looking at. When you filter the job list down to the work orders you care about - a customer, a workflow, a date range, a status - and click Export, TrakIT carries your exact query into the export. There's no re-selecting records and no risk of exporting the wrong set. If nothing matches, or you've selected more work orders than your organisation's limit allows, TrakIT tells you up front rather than producing an empty or oversized file.
A two-panel composer
The export window is split into two panels:
Available Fields (left) - everything you can add, organised into four tabs.
Selected Fields (right) - the columns your export will actually contain, in order.
Click any available field to add it; drag rows in the selected list to reorder them. The Work Order ID is always included as the first column, so every export is traceable back to the source record.
Four kinds of data, one export
The available fields are grouped into four tabs, each searchable with a live count:
Header - core work-order attributes: customer, shipper, transporter, origin and destination, container number and size, status, dates, and dozens more.
Events - operational milestones from the workflow.
Data - the custom data fields captured against your work orders.
KPIs - calculated performance metrics.
Mixing all four in a single file means one export can answer a question that used to require stitching several reports together.
Control every column
This is where the "composed" part earns its name. Each selected column carries its own settings:
Option - for Events and Data fields, you don't just get the value. You can pull the Value, the Remarks, Updated On, or Updated By. Want both the milestone date and who recorded it? Add the same field twice with two different options. For KPIs, you choose Hours or Days.
Format - apply an Excel format string like #,##0.00 for numbers or dd-MMM-yyyy for dates, so the file arrives report-ready.
Alignment - left, center, or right per column.
You can compose up to 30 fields per export - enough for a rich report, while keeping files fast to generate and easy to read.
Choose how it's delivered
When you're done, pick your delivery method:
Download Now - the file is generated and downloaded immediately. Perfect for quick, everyday pulls.
Send Email - TrakIT builds the file in the background and emails it to you, closing the window right away. Ideal for large exports, so you're never left watching a spinner or tying up your session.
Your layout is saved automatically
The columns you choose, their order, formats, alignment, and your preferred delivery method are all saved to your profile. The next time you open the export, your composition is already there. Build your "weekly customer report" once, and reuse it indefinitely.
The benefits, in short
- Self-service reporting. Build the exact report you need without waiting on a custom development request or a new template.
- One file, four data domains. Header attributes, events, custom data, and KPIs together - no more merging spreadsheets by hand.
- More than just values. Pulling Updated On and Updated By alongside a value gives you a built-in audit trail: not just what happened, but when and who recorded it.
- Presentation-ready output. Column order, number/date formats, and alignment are baked in, so the file is ready to share the moment it lands.
- Consistency across reports. Saved layouts mean recurring reports look the same every time - no drift, no rebuilding.
- Built to scale. Background email delivery handles large pulls gracefully, while system limits and a 30-field cap keep exports fast and your environment healthy.
- Speaks your language. Column names reflect your organisation's configured terminology (your own labels for customer, shipper, transporter, and more), so the output matches how your team actually talks about the business.
A few tips
- Search before you scroll. Each tab has a search box - type a few letters to jump straight to the field you want.
- Use two options on one field when you need both the data and its provenance (e.g., an event's value and who updated it).
- For big date ranges, choose Send Email. Let TrakIT do the heavy lifting in the background while you carry on working.
The new Work Order Export replaces a rigid, one-size-fits-all download with a flexible report builder that remembers your preferences and adapts to your workflow. Filter, compose, and export - exactly what you need, every time.
For any questions, as always, please contact Support.
