TWeb has a powerful Reports Module that can be used to output data for quick inspection or for a colorful presentation. Reports can also be downloaded as PDF or MS Excel documents.
Note that if a large amount of data is to be created, for example to import into a 3rd party system such as Quickbooks, then the Exports Module should be used instead of the Reports Module for this. The main reasons for this are:
- Reports in the Reports Module are limited to 1000 records
- The Reports Module does not output CSV files
Navigating to the Reports Module
Click the Data Reports Module in the menu:
Selecting a Report Source
Firstly, determine the type of data that is required in the report - for example Transaction data, Access ID data, Inventory data, etc. These categories of data are called Sources and are listed in the Report Sources 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 a Report Template
Next, select a Report Template. Templates determine the data that appears in the report and how it is presented. The best way to determine whether a template meets the required needs is to simply run the report and check. If no templates meet the needs, then create a new template or modify an existing template (depending on your user login privilege level).
Filtering data for the report
Scroll down to the Filters tab and select values for the filters:
Running and downloading a report
Click the Run Report button to view the report output. Then Save to PDF and Excel:
