session history

Navigation

From the menu, select Integration > Integration Tool.

Overview

The Session history page displays a list of your integration sessions.

Features

Read this section to learn more about the filters and columns on the Session history page.

Filters

1

Filter by date

To filter by date, select Start date, choose the date from the calendar, and select Apply. Tracr only displays sessions for the selected date.

2

Filter by integration type

To filter by integration type, select Integration type, select the type(s) that you want to display, and select Apply. Tracr only displays sessions for the selected integration type(s).

3

Filter by status

To filter by status, select Status, select the status(es) that you want to display, and select Apply. Tracr only displays sessions for the selected status(es).

Columns

For each session, Tracr provides the following information:

• Session ID – The ID allocated to the session by Tracr.
• Session start – The date and time the session started. You can filter using a start date if you only want to display sessions started on a particular date.
• Session submitted – The date and time the session was submitted to Tracr. If this is blank, check the Status column to see if the session is ‘In progress’ or was ‘Abandoned’.
• Integration type – The integration type selected when the CSV was uploaded to Tracr. You can filter on integration type if you only want to display sessions of a certain type.
• Diamonds submitted – The number of diamonds submitted to Tracr.
• Diamonds excluded – The number of diamonds excluded when the dataset was uploaded to Tracr.
• Status – The status of the session. You can filter on status if you only want to display sessions at a certain status.
• Details – Provides more information about the status of the session.
• Action – The available options depend on the status of the session. For a ‘Submitted’ session, select the ellipsis to access the following options:

  • Monitoring – Display the Monitoring page for the selected session.
  • .xlsx file – Download a simple or detailed report for the selected session. For an ‘In progress’ session, select Continue session to complete and submit the session.

Session status

Each session has a status.

• Submitted – Data has been uploaded and Tracr is processing the diamonds.
• In progress – The session was not submitted, either because the user did not click Submit or chose to save and quit the session, possibly because not all the required files were available. To complete the session, in the Action column, select Continue session.
• Abandoned – The session was abandoned. Note that you can only abandon a session if the CSV file has passed validation.

Actions

The following actions are available on the Session history page.

Continue session

If a session has been saved (status = ‘In progress’), you can select Continue session in the Action column on the Session history page to complete and submit the session.

Export a session report

You can export details of a selected session displaying on the Session history page as a report (xlsx file).

1

Step 1 — Display the session(s)

Use the filters to display the session(s) that you want to export.

2

Step 2 — Export the report

In the Action column, select the ellipsis and do one of the following:

• To download a simple report for the selected session, under Download a session report as, select .xlsx file.
• To download a full report for the selected session, under Download full session report, select .xlsx file.

Create a new session

To upload a diamond dataset to Tracr, you must create a session. Select the New session button on the Session history page to create a new session.

Integration toolkit

The Integration toolkit button provides you with access to CSV templates, the Tracr Loader application, the Data Dictionary and exporter templates and guides.

You can download individual components of the toolkit or select Download toolkit to download the complete toolkit in a single zip file.