Data Management

This guide will delve into data management within Trak, covering how you can capture, export, and manage various types of data to enhance your business operations.

Data Capture and Export

When using Trak, data is automatically captured across multiple areas such as job usage, finance, time changes, material orders, and more. Here’s how you can utilize and export this data:

  1. Manual Exporting:
    • Navigate to the Jobs tab or any relevant section.
    • Apply filters such as job type to refine your data view.

    • Export selected data as CSV files for easy management and analysis.

      Note: Each export is limited to a page worth of data, typically up to 100 entries per export.

      Advanced Data Management:

    • For more extensive data needs, access advanced options under your name > Company Settings > Data Management.
    • Utilize Import and Export features, API settings, and webhooks for comprehensive data integration and management.

Types of Data Available

Trak offers a wide range of preset data types that you can export and analyze:

  • Basic Data Types: Such as supplies, clients, jobs.
  • Detailed Reports: Including expanded quotes, job products, purchase orders, expenses, task lists, sign-on history, product consumption reports.
  • Job Profitability: View profitability not just per job but across your entire business, segmented by clients, job types, or date ranges.

Customization and Scheduling

  1. Custom Fields: Enhance data filtering and analysis by leveraging custom fields tailored to your business needs.

    Scheduled Reports:

    • Request one-time data exports or set up recurring scheduled reports.
    • Schedule reports to be generated at specific intervals (e.g., weekly, monthly) or on specific days (e.g., last Friday of the month).
    • Customize recipients and frequency to ensure relevant stakeholders receive timely data insights.

User-Friendly Interface

  • Trak's data management tools are designed to be intuitive and user-friendly.
  • Customize your data exports and imports to suit your analytical requirements effortlessly.

Support and Assistance

If you have specific data management needs or require assistance in setting up bespoke data reports:

  • Contact: Reach out to us at contact@trak.co.
  • Support: Use the support bubble located in the bottom right corner of your Trak platform to connect with our support team.

Conclusion

Managing data effectively in Trak empowers you to make informed decisions and streamline your business processes. Whether you need basic exports or complex data integrations, Trak provides the tools and flexibility to meet your requirements.

Thank you for choosing Trak. Should you have any questions or require further assistance regarding data management or any other aspect of our platform, do not hesitate to reach out. We're here to help.