Add a Report to Your Desktops

Description

You can add a report to your desktops, so that way you see it on your home screen when you navigate to TeamDynamix.

Environment

TDNext Ticketing Platform   

Table of Contents 

  1. Types of Desktops 

  1. Create and Customize a Global Desktop 

  1. Add a Report to Your Ticket Desktop 

Types of Desktops

Global Desktop Tickets Desktop

About

The global desktop is the default landing screen when you log into TeamDynamix. It can pull data from multiple applications, such as reports on tickets, knowledge base articles, and the service catalog.  

The default desktop is configured by TDNext admins. 

The ticket desktop is customizable for each user, allowing them to add ticketing reports that are relevant for them.  

Navigation

From TDNext , select the  green waffle icon in the upper left and  desktop.

From TDNext , select the  green waffle icon in the upper left and  Tickets

How Many

Any TDNext user can create multiple global desktops. If you have multiple desktops, you can toggle between them by using the right drop down menu.

Each user can only have one ticketing desktop.

Desktop home screen showing dropdown to select different desktops to view.

Desktop home screen showing drop down with different desktops to view. 

Tip:You can change what screen you see by default when you log into TeamDynamix. Hold and drag your desired tab and move it to the first spot in the menu. Then, you'll see this tab when you log into TeamDynamix. 

TeamDynamix home screen with an arrow pointing to the Tickets tab, which is in the first place.

Create and Customize a Global Desktop

View Creating and Editing Desktops [TeamDynamix] for a how-to-video. 

Managers may request to deploy a global desktop that they've created to other user accounts by submitting a service request . In your request, please state which accounts you'd like the desktop applied to.  

Add a Report to Your Ticket Desktop

In most cases, a ticketing desktop -rather than a global desktop - will fit your needs. 

  1. Navigate to TeamDynamix .  

  1. Select Ticketsfrom the top menu or from the green waffle icon in the upper left corner. 

  1. In the gray menu bar, select  Edit Tickets Desktop.

  2. Under Available Content, search for the report that you would like to add to your desktop.  

  3. Select and hold this report and drag it to your desired column. 

  1. Select Save.  

Outcome:You have added a ticketing report to your desktop. Now the report will appear on your  Tickets  home screen. 

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