Testing Advanced Reports with Build 38

Build 38, released today, includes a test version of the upcoming Advanced Reports. Testing is currently open to Administrators only.

Advanced Reports allows you to build fields and filters for a report dynamically. Creation of the advanced reports and adding of fields is the almost the same as the Custom Reports with the exception that the user must enter the code for an event or data item instead of choosing it from a drop-down list. This is because the Advanced Reports can span multiple corridors.

The main feature of the Advanced Reports is that you can build your filter dynamically. After creating a subscription, click on the filter icon for the subscription to open the filter window.

Select a filter type from the list on the left, select the items from the list displayed on the right and click 'Add Filter'. The selected filter is then appended to the list of Filters selected and removed the the Available Filters list.

The Filters window currently does not contain all possible filters. More will be added soon. As with the Custom Reports, the subscriptions can be set up for mulitple days and times.

Please note that the Advanced Report page is currently for test and evaluation purposes only. Do not set up advanced reports for external emails for now. Your feedback in improving the report filters will be appreciated.

Other changes included in Build 38:

Automatic population of empty B/L and container number - Bill of Lading number (S/I Number or T/D Number) and Container numbers are now non-mandatory fields. If you don't specify the bill of lading number and/or the container number, TrakIT will automatically populate the numbers based on the Work Order ID created. B/L number will be TBAxxxxxxxx and container numbers will be TBAUxxxxxxx where xxxxxxx is the Work Order ID. For a group of work orders, the B/L number assigned will be derived from the first work order.

Entity Document Upload User Notification - User notification selection for uploading entity docments has changed from the drop-down list to the auto-complete text box.

Fixed issues in email updates - An extra long email in the inbox would cause an error in TrakIT and stop processing of subsequent emails. This has been fixed.

Admin Corridors Access logic changed - Admins can now view/edit corridors based on their location assigned instead of their office (as was previously).

Work Order Edit - Transporters and Agents fields have been changed to autocomplete textboxes with country selection.

Work Order Export - Export from the operations page has been modified to display <Void> when the data or event doesn't exist. An empty value in the field indicated that the events or data is actually present and is blank.

Comments, feedback and suggestions are welcome.

Consolidated Custom Reports

With build 37, a new type of Custom Report has been introduced. When creating a new Custom Report, you can now select between 'By Work Order' or 'By Bill of Lading'. Previously, Custom Report always presented information 'by work order'.

When you select a consolidated report, the number of basic fields available for adding are reduced to those that would ideally be the same for all work orders in a shipment. Additionally, only the events and data that are marked 'For B/L' are available for selection. KPIs are unchanged and all are available for selection.

When a shipment has work orders with different dates for the same event, the latest date is chosen along with a 'latest' suffix. KPI values are always averaged across work orders.

Additional Changes in build 37:

1. A POP Inbox page has been added for System Administrators to view incoming emails and TrakIT's response to those emails.
2. The restriction of requiring at least one primary service for a work order has been removed.
3. Selection of customers for custom events, selection of users for document upload notification or selection of customers for custom reports, now does not require scrolling through long lists.
4. XML spreadsheet exports were fixed to recognize dates and numbers.

Numerous other minor changes and fixes were implemented. If you have any questions or issues, kindly contact TrakIT Support.

New Main Menu

The main menu has been re-designed to conserve space, especially for smaller screen or laptops. The menu has been moved right up to the top of the page and now incorporates a "global" search function right below the menu bar.

The search function is activated when you press the 'Enter' key after typing in something. A maximum of 10 results are displayed based on a partial match of the Work Order ID, B/L number, Container Number or Manifest number.

The number matches are high-lighted in yellow. Clicking on the work order number opens the work order page directly.

Closing a Work Order

The logic for closing a work order has changed with Build 35 - released on 6th March, 2012.

Previously, if any designated 'End' event for a work order had a date and it was the latest date in the list of events, the work order was deemed to be closed.

Now, all designated 'End' events for the work order must have a date or be marked 'NA' before the work order is marked as closed. The dates entered in the 'End' events need not be the latest in the sequence of events.

For any clarification or doubts, please contact support@trakit.in

Build 34 Released

TrakIT - Build 34
Released: 2nd March 2012

Build 34 has been released and includes four new features:

1. Bulk Updates Expanded - The bulk update feature has again been expanded to incude direct copy/paste from MS-Excel instead of uploading CSV files (which users may not be comfortable with). The page can be accessed from System > Bulk Updates and contains instructions within.

2. Country Selection for Customers and Creation of New Customers - When creating or editing a work order, you can now choose the country to which the customer belongs. The auto-complete feature then works on the customers in that country. The default country is chosen as per the selected corridor. Additionally, if the customer does not exist in the database, a new customer can be created quickly using the 'Add New' link provided.

3. Events can by updated by Emails -  Users at remote locations (such as ports or depots) or on the move, who do not have access to TrakIT, can now update TrakIT by simply sending an email to a specific email address for your TrakIT installation (typically <yourcompany>@trakit.in). The email must simply contain the full event name, followed by the container/manifest numbers on separate lines. The email is authenticated by TrakIT based on the sender's email address (which should belong to a valid TrakIT user) and the corresponding work order events are updated with the same date on which the email is received. A response email is sent back to the user within minutes indicating the work orders updated and those not updated.

Below is an example text for the email a user at the port might send to TrakIT:

Discharged

BSIU2025828

CMAU2082954

GESU3078671

ECMU2159827

TGHU1611948

CMAU0119458

The email does not require any signature and must not contain any other text. But, the subject line must begin with "TrakIT Update" (without quotes).

4. Saving of Export Filters - The selection of checkboxes in the Export page can now be saved by clicking the 'Save Filters' button. This way, the user does not need to select the fields for export every time an export is required.

The exported CSV can be opened in Excel, data can be changed and re-imported back into TrakIT via the Bulk Update feature.

For any questions or clarifications, please write to support@bitmetric.com