TWeb has a powerful Exports Module that can be used to output large amounts of data for archiving or detailed inspection in a spreadsheet program such as MS Excel.
Note that if data is only required for quick inspection or data for a colorful presentation is required, for example in a PDF, then the Reports Module should be used instead of the Exports Module for this. The main reasons for this are:
- Exports cannot be viewed in a table within TWeb - they must be downloaded and subsequently opened in a spreadsheet
- The Exports Module does not output PDF files
Navigating to the Exports Module
Click the Data Exports Module in the menu:
Selecting an Export Source
Firstly, determine the type of data that is required in the export - for example Transaction data, Access ID data, Product data, etc. These categories of data are called Sources and are listed in the Export Source table. If the type of data needed is not visible, then please contact TWeb Support to have it assigned to the Tweb login being used, providing it is covered under your company's plan.
Selecting an Export Template
Next, select an Export Template. Templates specify the data that appears in the export and how it is presented. The best way to determine whether a template meets the required needs is to simply run the export and check. If no templates meet the needs, then please create a new template or modify an existing template (depending on your user login privilege level).
Filtering data for an export
Scroll down to the Filters tab and select values for the filters:
Generating and downloading the export
Click the Export button to queue the export up to be generated. A new Pending record will appear in the history table. Once the export has been generated then the status of this record will change to Successful, the number of rows in the file will be displayed and the download link will become available. Click the download link, save the file, and open it.
