Summary
This release features the new Custom Dashboard Reports and an improved Data Upload Tool! Various issues have been addressed and other design improvements have been implemented into functions and interfaces in the TreeKeeper software.
Highlights
New Dashboard Reports!
The new custom Dashboard Reports can be setup using any user-made report in the Report Builder. Instead of nested accordions representing the “levels” of a system (Overview and Geog Attributes) we are instead just showing the list of reports. A new “filter” popover window will be available to allow the user to filter a report in the dashboard according to the “filter attributes” that can be set up in the Admin Center.
We’ll breakdown the steps in the above example for Park Trees:
Open the Dashboard Reports, select the Report you would like to use, and press the Filter button at the top right-hand corner.
Find the Attribute(s) you would like to include in your Filter Criteria, and select one or more values.
This will filter your Dashboard Report accordingly
Additionally, you may checkmark sites and display them on the map!
Check the desired sites…
… and press “Show Checkmarked Sites”
Please stay posted for further documentation and walkthrough for specific use cases for this new feature.
Interface Improvements for Data Upload Tool!
Included in this TreeKeeper Software Release are improvements to the existing Data Upload Tool. To access the Data Upload Tool, navigate to Data Transfer Utilities on the left-hand toolbar. Next, find “Import / Update”, and select the file type you are uploading (CSV, XLS/XLSX, ArcGIS Collector/Online). After selecting your file, and import Layer, the form below will show on the screen.
You can now automatically map the fields between Excel and TreeKeeper. For any manual field mapping, you will be able to view the list values for each TreeKeeper attribute by clicking on the blue list-type attribute. This will aid in configuring your upload file so the columns can accurately map into TreeKeeper.
When attempting to upload the data, any Failures will display an error message per UniqueID, which can also be exported into an Excel file for review and adjustment to the data file or TreeKeeper list values.
As always, if there are any questions please reach out to our TreeKeeper Support Team via phone or email (800-828-8312 | treekeepersupport@davey.com).
New Features & Functionality:
Key | Epic | Summary |
TK8-3026 | Dashboard Reports | Added new functionality to allow for custom Dashboard Reports |
TK8-2873 | Data Utilities | The Data Upload Tool interface has been improved |
Bug Fixes & Quality of Life Updates:
Key | Epic | Summary |
TK8-3224 | Search Tool | Improved design of unassigned search criteria in search tool |
TK8-2751 | Search Tool | Fixed an issue that prevented guests from using quick filters |
TK8-3217 | Work Data Improvements | Fixed an issue that prevented text fields from being cleared |
TK8-3115 | Work Data Improvements | Fixed an issue that was allowing invalid dates, added validation |
TK8-3123 | Data Grid Improvements | Fixed an issue was caused Work Comments to sort incorrectly |
TK8-3194 | Data Grid Improvements | Fixed an issue that caused the queued sites to be cleared |
TK8-3187 | Report Writer Imrovements | Fixed an issue with PDF export that ignored the report layout |
Release Summary
Release Version | Release Date | Solutions/Resolutions |
2.16 | 2021.6.22 | 9 |