Body
Description
In TeamDynamix (TDX), you can copy, save, and edit ticket reports that others have created.
Environment
TDNext Ticketing Platform
Table of Contents
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Navigating to TDNext
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Creating a Report Folder
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Copy and Save a Report
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Edit a Report
Navigating to TDNext
Creating a Report Folder
If you have an existing report folder where you’d like to copy the report to, skip to Section 3: Copy a Report.
To create a new report folder:
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In the Order
field, type a number to specify the order of your report folder among your other folders.
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Note: You'll see your favorite reports first, and then your reports will be ordered numerically (ex: "1" showing up first, then "2", etc.). Reports with the same order number will be ordered alphabetically.
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If desired, select the Favorite check box so your report folder appears at the top of all your folders.
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Under Set the visibility of this folder
, select your desired audience.
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Select saveat the top of the screen.
Copy and Save a Report
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From TDNext,
in the left menu, select the report you’d like to copy.
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Select actions > Copy
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In the pop up that appears, if desired, enter a new name for the report under New Name.
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Select the Savebutton at the top of the screen.
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Select View the new report.
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Navigate to Choose a Report Folderat the bottom of the screen.
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In the drop down menu, select where you would like to save the report.
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Under Owner and Visibility,
select the magnifying glassto select your desired owners.
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Owners have permission to edit the report. You can only select one
person or group as the owner.
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At the top of the pop up, select whether you’d like to search for people, groups, or both.
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In the Search
field, type the name of the person or group.
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Select the person or group to add as the owner.
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Under Visibility
, select your desired visibility:
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If you do not want the report to appear in the left-hand TDNext menu, select the check boxnext to Do not show this report in the navigator
(desktop module only).
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Select Save and Run.
Edit the Report
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Navigate to the report you copied.
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Select Actions > Edit.
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Select the columns you would like to see:
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To add columns, select Add.
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To remove columns, select Remove.
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View TDX’s Ticket Report Source
page for information on different pieces of information that you can add as columns.
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Add filtering to your report:
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To add filtering, select Add.
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To remove filtering, select Remove.
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Tip: If a drop down appears in the Values
menu, hold CTRLto select multiple values.
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Under Options,
select the check boxnext to Prompt
if you would like people who view the report to be prompted to filter on this field.
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Select Show Advanced.
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In the text field, you can add logic to the filters that you created.
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Navigate to Add a Chartnear the bottom of the screen.
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In the drop down, select a chart to visualize your data, if desired.
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Tip: If you'd like to create a chart, it's usually better to create a new report and limit your number of columns to 2-3.
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Under Desktop delivery,
select how you would like the chart to appear on any ticketing or global desktops; as a gridor as a chart(ex: bar graph, pie chart, etc.)
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Under Email Delivery,
select addif you would like to get an automated email with your report on a selected cadence.
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Select Save and Run.
Outcome: Your customized report has been saved.
Get help from OIT
Additional Resources
