How To Export Collections To Excel
In your admin dashboard, click on Jobs > Collection. Select the required jobs. Click the Export button > Export. Click the Download button in the pop-up to download the file. If you wish to download collection jobs without item included, select Export to Excel instead.
How To Export Collections To CSV
In your admin dashboard, click on Jobs > Collection. Select the required jobs. Click the Export button > CSV. Click the Download button in the pop-up to download the file. If you wish to download collection jobs without items included, select Export to CSV without items instead. To view the PDF file, you may need […]
How To Export Collections To PDF
In your admin dashboard, click on Jobs > Collection. Select the required jobs. Click the Export button > PDF. Click the Download button in the pop-up to download the file. To view the PDF file, you may need to download and install Adobe Reader from https://www.adobe.com if you do not already have a PDF viewer.
How To Obtain Sample CSV / Excel For Import (Collection)
This tutorial is regarding the generation of a blank CSV / Excel template for importing into Detrack for job creation. Steps Navigate to Jobs > Collections > Click the Import Collections button. A pop-up will appear. Click on the CSV / Excel link to download the a sample file.
How To Import Collections
Steps Click on the Jobs tab. Click on the date on the calendar and then under the Deliveries tab. Click the Import Deliveries button to open a pop-up will appear. Select your file > Import.Notes: Import button will append the jobs from your CSV or Excel (.xlsx) file to the existing jobs. If there were […]
How To Export Deliveries To Excel
In your admin dashboard, click on Jobs > Deliveries. Steps Select the required jobs. Click the Export button > Excel. Click the Download button in the pop-up to download the file.
How To Export Deliveries To CSV
In your admin dashboard, click on Jobs > Deliveries. Steps Select the required jobs. Click the Export button > CSV. Click the Download button in the pop-up to download the file.
How To Export Deliveries To PDF
In your admin dashboard, click on Jobs > Deliveries. Select the required jobs. Click the Export button > PDF. Click the Download button in the pop-up to download the file. To view the PDF file, you may need to download and install Adobe Reader from https://www.adobe.com if you do not already have a PDF viewer.
How To Download Sample CSV / Excel For Import
This tutorial is regarding the generation of a blank CSV / Excel template for importing into Detrack for job creation. Steps Navigate to Jobs > Deliveries > Click the Import Deliveries button. A pop-up will appear. Click on the CSV / Excel link to download the a sample file.
How To Import Deliveries For Different Groups With Different Excel / CSV Templates
Setup Click Users > Groups. Select the group you wish to customize in order to match the header in Excel / CSV file. Select Import Settings tab and switch on Use Group Custom Settings to enable matching of headers. Select the Date Format of the Date column in your Excel file. Match the headers by […]
How To Import Deliveries
Steps Click on the Jobs tab. Click on the date on the calendar and then under the Deliveries tab. Click the Import Deliveries button to open a pop-up will appear. Select your file > Import.Notes: Import button will append the jobs from your CSV or Excel (.xlsx) file to the existing jobs. If there were […]
How To Mass Export Jobs Over A Time Period Into Excel
If you wish to mass export your jobs from a period of time in Excel, you can do so by going to your dashboard page under Jobs tab > Search Jobs. You can select from the Date of your preference and also other relevant fields that you need. Next, click the Search button to search […]
How To Download Sample CSV / Excel Template For Import Across Different Dates
This tutorial is regarding the generation of a blank CSV / Excel template for importing into Detrack for job creation. Steps In the top navigation bar, click on Jobs > Import Jobs. Click on the either the CSV / Excel link to download the the blank template file.
How To Import Jobs Across Different Dates
This article is regarding the import of jobs (for different dates) in a single CSV / Excel file. Steps To import jobs across different dates: Click on Jobs > Import Jobs. Select your file for import. Click Import. The results will appear in the Import Results section. Notes The first row must be a header […]
