How to find and export your Tai TMS data

You don't need to export anything to get started

To find out whether your records may be worth a closer look, your team size and years in business are enough. This guide is for seeing what Tai holds and keeping a copy, especially before you change systems or cancel. For how licensing works, read how to sell or license your logistics company's data to AI developers.

How much you hold in Tai TMS

Tai's report preview tells you the total. When a report returns more than 1,000 rows, the page shows an alert such as "Showing the first 1,000 of 6,752 rows. Use Export to download the full report." Run a report with the widest date range to see how many rows your history holds.

How to export full reports

1. Open the Reports tab on the Back Office page.
2. Choose the report and set its parameters.
3. Either click Export to Excel on the parameters page to download the complete report straight away, or view the results and click Export.

Both downloads include every row the report returns, not just the 1,000 shown on screen. For Custom Reports, Tai asks which version you want when you export.

How to publish a custom report as a link

1. Open Custom Reports and find the report.
2. Click the Copy Link to Clipboard icon and choose the export type.
3. Click Copy to Clipboard.

Tai says the CSV, Excel and JSON links "return the complete result set." To load a link into Excel, go to Data > Get Data > From Other Sources > From Web, enter the link, and choose Anonymous when asked for authentication. Because the connection uses no sign-in, keep these links private. For automated pulls, Tai recommends CSV or JSON, because a link to the HTML view only returns the 1,000-row preview.

If the export buttons are missing

Tai has a staff setting called Hide Export To Excel. When it is checked for a user, that user can't export to Excel on about 30 screens, including Custom Reports, Shipment Domestic Search, Invoices Search, Bills Search and the Profitability Report. "TMS Admin access is required in order to turn the feature on / off."

How to create a Tai API key

A user with TMS Site Admin permissions can create a key:

1. Go to LSP > Public Authentication Keys.
2. Click Add Public Authentication Key.
3. Select an organization or customer, then a customer staff or broker staff member.
4. Save. The key appears in the Authentication Key column.

A broker key can only reach the data its linked staff profile is allowed to see. For example, accounting data needs the matching accounting permissions on that profile.

What Tai's terms say about your data

Tai's online terms and conditions, which carry no date, say:

• Ownership: "You retain ownership of your content."
• Extracting data: "You will be allowed to extract data or content using tools available within the Services." If you need extra help, the Tai team will assist "for a predetermined prepaid additional fee."
• After termination: if all payments have been made, Tai allows access to your data and content for backup or archival purposes for a limited time that Tai reasonably decides.
• Aggregated data: Tai may use your and other users' non-identifiable, aggregated data to improve the Services. You also give Tai permission to combine your business data with others' in a way that doesn't identify you, "to share or publish summary results relating to research data and to distribute or license such data to third parties."

Your signed agreement may differ from the online version. Check your own agreement first.

Before you share anything from Tai

Broker records carry shippers' details and pricing. See the freight brokers and agents page for which records are usually the business's own and which are held for others.