Reports

Twib Support team

Last Update 12 dagen geleden

Twib is a robust sales management and tracking application tailored to enhance the efficiency and accountability of field teams. It empowers businesses with real-time insights and detailed reporting, enabling managers to monitor on-ground activities, track performance, and make informed decisions. With its suite of comprehensive reports, Twib helps streamline sales operations, improve team productivity, and drive better results.


Available Reports in Twib:


  • Check-in Report

  • Advance Check-in Report

  • Expense Report

  • GPS Report

  • Geo-fence Breach Report

  • Attendance Report

  • Analytics Report

  • Consolidated Report

  • Custom Form Report

  • Due & Collection Report

  • Outstanding Report

  • Generate Leads Report

  • Target Analysis Report

Explanation:-

  • Check-in Report:
    View all the check-ins (and Check-outs) performed by individual users on specific dates. Only the check-ins/check-outs of single user and for single date can be accessed at once in this report.

  • Advanced Check-in Report:
    This report has more flexibilities (compared to the Check-in report) to generate reports of check-ins/check-outs based on multiple parameters. Access both summary and detailed check-in and check-out recordsl for reviewing activity trends or auditing field visits over custom periods. The data can also be downloaded in excel file.


  • Expense Report:
    Monitor expenses submitted by users, with options to approve or reject entries. Includes robust filtering capabilities to analyze data based on user, date, or category.


  • GPS Report:
    Get a detailed overview of user movements and device status for any selected date. Includes distance covered, check-in locations, daily activity summaries, and device data such as battery status, GPS setting, mobile data usage, and phone details.

  • Geo-fence Breach Report:
    Identify and track any Geo-fence breaches by users during a selected time frame. View individual or multiple users to monitor compliance.

  • Attendance Report:
    Review complete attendance records for your team. Choose between full or summary reports and filter by user or time period for targeted insights.

  • Analytics Report:
    Visualize user activity through graphical representations. Metrics include check-ins, assigned tasks, expenses, and distance traveled—presented in an easy-to-understand format for smarter decision-making.

  • Consolidated Report:
    Generate a branch-wise of full team report showcasing summary of individual employee's activity. A great tool for comparing performance across different locations.

  • Custom Form Report:
    Access and analyze data from custom forms created by your organization. View form responses in detail, tailored to your specific operational needs.

  • Due & Collection Report:
    Track dues collected by users over a specified period. Filter and sort data using drop down options for more focused analysis.

  • Outstanding Report:
    View outstanding amounts owed by clients along with a detailed transaction history. An essential report for managing accounts receivable effectively.

  • Generate Leads Report:
    See leads generated through field activities like check-ins. Use filters to segment data based on user, date, or other criteria for precise reporting.

  • Target Analysis Report:
    Monitor assigned sales targets, individual progress, and the percentage of completion for each employee. A key tool for performance evaluation and goal tracking.


Conclusion

Twib’s extensive suite of reports ensures that every aspect of your field operations is trackable, measurable, and actionable. Whether it's monitoring attendance, analyzing sales targets, or tracking field expenses, Twib provides all the tools you need to manage your team with confidence and clarity.

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