Release Notes 2021.6.22

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 various functions and interfaces in the TreeKeeper software.

Highlights

New Dashboard Reports

Reach out to the TreeKeeper Support Team today to inquire about the new Dashboard functionality! Once our team incorporates this into your TK system, your users will be able to publish any report from the Report Builder to the Dashboard.

Dashboard reports are dynamic and are capable of displaying statistics based on your entire tree inventory or based on a selected set. With this release, users will have the ability to visualize a subset of data on the map and in the data grid by checking the desired row and selecting the “Show Checkmarked Sites” button in the Dashboard menu…

We’ll breakdown the steps in the above example for Park Trees:

  1. Open the Dashboard Reports, select the Report you would like to use, and press the Filter button at the top right-hand corner.

  2. Find the Attribute(s) you would like to include in your Filter Criteria, and select one or more values.

    1. This will filter your Dashboard Report accordingly

    2. Additionally, you may checkmark sites and display them on the map!

  3. Check the desired sites…

  4. … 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 Improvements

Fixed an issue with PDF export that ignored the report layout

TK8-3266

Search Tool

Fixed an issue preventing Boolean Attributes for Quick Filters

TK8-3229

Mobile Experience

Improved the UI for the TreeKeeper Mobile Version

TK8-3296

 

 

 

Release Summary

Release Version

Release Date

Solutions/Resolutions

2.16

2021.6.22

11