Interactive Reports - First Release

With the build 44, the first version of the "Interactive Reports" has been released. These reports will contain both operational and management reports.

When opening Interactive Reports, you will be presented with a list of reports along with a short description. When you select a report, a filter box for the report will be displayed from which you may select the report filters as required.

Clicking the 'Generate Report' button will cause the report window to popup with the generated report. You may download the report as a PDF file or choose to email it to yourself.

Please note that this is the first iteration of the Interactive Reports. More reports and features (including drill-down capability) will be added as soon as we can develop them.

 

 

Other changes in this build:

1. KPI Alert Emails re-formatted.
2. Entity ID exposed as a read-only field.
3. Fixed Issue in Custom/Advanced Reports.
4. Added Access Level in Corridor Forms.
5. Sent Mail page added (for Admins).
6. Bulk Update by Email - Permissions modified.
7. Added Bond Agent & Clearing Agent updates to bulk updates.
8. Fixed issue with PDF downloads.

Your feedback and suggestions are greatly appreciated.

PDF Functionality Released

With Build 41, TrakIT supports direct creation of PDF files. The feature has been added to the Form generation page where user's can now choose to email the generated form as a PDF.

Additional changes in TrakIT:

1. Custom/Advanced Reports as well as Operations Export can now export directly to the MS Excel XLSX format.
2. Added Depot to Custom & Advanced Reports - The depot selected for a work order can now be chosen as an export field.
3. KPI Snooze can be set directly instead of choosing the number of days.
4. Administrators can specify the date of the work order creation in KPI setup using the code 'CREATED'

For any clarifications or support, please contact TrakIT Support.

Work Order Priority

With the last build (build 39), TrakIT supports assigning a graphical work order priority to each work order. The priority can be one of the below values:

The priority selected is displayed as in icon on the operations page or the work order page. It can also be included in export of work orders or custom/advanced reports.

When viewing the operations page in 'Shipment' mode or exporting consolidated reports, the priority shown for a shipment is the highest priority of any of its work orders.

For more information, please contact TrakIT Support.

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.