Twind has taken a step forward in data management by incorporating export functions. This feature not only simplifies tasks such as document compliance, but also opens up new possibilities for data analysis and processing.
This standard procedure describes how to export information from the Twind platform to Excel format to ensure consistency and quality in data management.
Click on the ‘Contracts’ tab to access the main list of contracts.
Select the ‘Export’ option to start generating the report that will be exported to Excel with active contracts, filtering by contract, contractor, sites, and activities.
You can also check the ‘Show subcontracts’ and ‘Show expired contracts’ filters so that they are reflected in the Excel file.
Click on ‘Requirements’ to review and adjust the specific criteria to be included in this report: you can filter by requirement, contractor, resource, contracts, and document status.
What information can I download to Excel?
Contracts: You can download Excel files using the filters if you need to (contracts, contractor, sites, activities).
Requirements: You can download Excel files using filters if you need to (contractor, resource, contracts, document status).
Access: View a detailed history of access control, access logs and visits.
Need help?
If you have any questions, we're here to help:
🟩 WhatsApp: 664 281 487
✉️ Email: help@twind.io
❓ Twind Chat: click the question mark icon in the bottom‑right corner of your screen. A window will open and you’ll be able to chat with us.