Friday, 8 May 2015

Report Recipients - A new way forward

Entering report recipients in TrakIT was, so far, a bit cumbersome to say the least. A single field contained all email addresses separated by , or ; that users needed to type in.

With the latest updates, we've designed a new module for entering recipients for a report. This has been implemented for Custom Reports Customer and User Subscriptions as well as Advanced Report recipients.

A new row menu action called 'Recipients' is now present for report subscriptions. (This is only visible to users who have the permission to set recipients)

Selecting this option opens a box where you can specify the recipients of the report just like you would in a regular email. "To", "Cc" and "Bcc" fields are present and you can start typing a name, user id or email address in one of the boxes.

As you type, a list of matching TrakIT users is displayed. The list is made by matching the typed text with the User ID, Name or Email Address of TrakIT users. Selecting the user from the list adds the user as the recipient of the report.

For adding non-users or external email addresses you can simply type the whole email address. Once TrakIT recognizes that the user has typed a full email address and no matching user is found, a button to add the email address will appear. Click the button to add the email address directly as a recipient as shown below.

Directly entered email addresses have a grey background and TrakIT users have a purple background. Recipients can be removed simply by clicking on the small red "x".

Having email addresses stored individually enables TrakIT to not send emails to locked users and it is easier to locate and remove non-existent or invalid email addresses that were previously bouncing back.

Important Note:
IE 8 users may have trouble accessing the recipients module. This is due to bugs in the IE 8 browser.
We strongly recommend you use IE 9 or later or use a modern browser such as Chrome or Firefox.

For any questions or concerns, please contact TrakIT Support. Have a great day!

Tuesday, 28 April 2015

Introducing SQL Reports

At TrakIT Support, we regularly receive a significant number of requests for data or reports that are beyond the scope of Advanced Reports - which were designed for shipment related information only.

To provide users access to complex and ad-hoc reports of any kind, the latest update of TrakIT now includes SQL Reports. SQL (Structured Query Language) is the means by which TrakIT performs all database operations. An SQL report directly uses pre-defined SQL to generate the report and is not limited by any condition as other reports are - even non-shipment related data such as user logon statistics, customer statistics, etc.

However, as users are likely not familiar with SQL, we will take care of writing the actual query as per the data requested by the users. And, due to security issues, we cannot expose the actual query to users. But, once the report is ready, users will be able to generate the report any time they wish or even set the report to be sent at scheduled intervals to selected recipients just like Custom or Advanced reports.

SQL Reports can be accessed from Reports > SQL Reports. Each report now allows recipients to be set as either direct (To), carbon-copy (Cc) or blind carbon-copy (Bcc). TrakIT users can be set has recipients directly by just typing and selecting their names. Other email addresses can be set once typed properly and added. This is also a new feature in TrakIT that will be soon extended to other report types as well.

This is the first release of SQL Reports and we will continuously improve upon the report based on feedback from users.

For any questions of clarifications, please contact TrakIT Support. 

Monday, 13 April 2015

Customer Filter for Interactive Reports

With the latest update of TrakIT, the interactive reports now have a new filter: Customers. With this filter, you can now select single or multiple customers to filter the report output by.

With the exception of the "User Engagement Report", all interactive report now have this filter. The customer filter matches work orders where the Shipper/Receiver field matches the selected customers. Contractual customers are currently not matched.

Type in the name of a customer in the text field and the bottom and select a customer from the list that displays. Multiple customers can be added this way.

There were a couple of other issues with the interactive reports that have also been resolved.

If you face any issues with any of the reports, please contact TrakIT Support as soon as possible.

Sunday, 8 March 2015

New Logo and TrakIT Mobile Beta version released

The TrakIT Logo gets a make-over as well as a new Android app on the Google Play store.

The Android app is currently in Beta and being tested. If you would like to test, please download the app on your smartphone using the link below.

For questions or concerns, please contact TrakIT Support.

Thursday, 25 December 2014

Christmas Updates in TrakIT !

Merry Christmas and a Happy New Year! This holiday season, we have several new updates in TrakIT.

A major change is the way TrakIT handle Bill of Lading numbers (T/D or S/I). Previously, these numbers were applicable to work orders only and different shipments could have the same shipment number provided they were in different corridors.

Now, the shipment number has become a unique number specific to each shipment. Two different shipments cannot have the same number. If you modify different shipments to have the same shipment number, you are in effect, merging them into a single shipment. Furthermore, all work orders in a shipment must belong in the same corridor.

You will see a few changes relating to this. But for most part, the majority of the changes are internal to TrakIT.

1) Changing the Shipment Number (T/D or S/I)

It is now possible to specify how Shipment numbers (T/D or S/I) can change (either one work order, all work orders or selected work orders).

Now, instead of changing shipment number by modifying work order header, users can perform this task from the work order header menu, as shown below:

Click on 'Change S/I (or T/D)' to change the number of the work order or for the entire shipment. The following dialog box will open up:

Enter the new number and select the scope of this change. It can be one of the following:

  • All work orders in shipment - This option allows users to change the number of all work orders belonging to this shipment.
  • This work order only - This option allows users to change the number of the current work order.
  • Selected work orders in shipment - This option allows users to change the number for partial shipment. When this option is selected, a list of all the work orders belonging to this shipment is displayed and the users can select the work orders for which the number should change.

TrakIT checks if the new number entered by the user is already present or not. In case there is already a shipment with that number, then users can merge more work orders into that shipment by selecting 'Allow Joining with Existing Shipment'.

Please note that 2 shipments can be merged together only if they belong to the same corridor and users can change number only within 2 months of work order creation.

2) Creating New Work Orders

When creating new work orders, users must now specify whether the work orders to be created are a new shipment or to be added to an existing shipment.

When adding to the an existing shipment, TrakIT will check to make sure that the corridor of the existing shipment matches the new corridor specified.

3) View Master Event/Data usage in Corridors

Administrators can select an Event or Data field in the Master tables and all events and data fields from various corridors are displayed right there, where they can be modified as usual.

This allows you to compare and align names and codes for the same master event across different corridors.

The same can be done for Form Definitions, KPI Definitions and Entity Groups.

For any queries, please feel free to contact TrakIT Support.

Merry Christmas and a Happy New Year!