Copying, Editing, and Saving Ticket Reports

Description

In TeamDynamix (TDX), you can copy, save, and edit ticket reports that others have created.  

Environment

TDNext Ticketing Platform  

Table of Contents

  1. Navigating to TDNext 

  1. Creating a Report Folder 

  1. Copy and Save a Report 

  1. Edit a Report 

 

Navigating to TDNext

  • Navigate to TDNext.  

  • Select the Tickets tab at the top of the screen, or select the green waffle icon in the upper left and Tickets.

 

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: 

  • From TDNext, select + Report in the gray menu bar.  

  • Select Report Folder 

  • In the Name field, type a name for your report. 

  • In the Description field, add a description.  

  • In the Order field, type a number to specify the order of your report folder among your other folders.

    • 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. 

  • If desired, select the Favorite check box so your report folder appears at the top of all your folders. 

  • Under Set the visibility of this folder, select your desired audience. 

    • Note:  We recommend selecting Owner or Owner and these People/Groups, rather than selecting "Everyone with this application." The latter option will make the report folder visible to everyone in with TDNext access and can clutter the left hand reports menu.  

  • Select save at the top of the screen.  

 

Copy and Save a Report

  1. From TDNext, in the left menu, select the report you’d like to copy. 

    • If you don’t see the report, select Reports in the gray menu bar and search for it.  

  2. Select actions > Copy 

  3. In the pop up that appears, if desired, enter a new name for the report under New Name. 

  4. Select the Save button at the top of the screen. 

  5. Select View the new report. 

  6. Navigate to Choose a Report Folder at the bottom of the screen.  

  7. In the drop down menu, select where you would like to save the report. 

  8. Under Owner and Visibility, select the magnifying glass to select your desired owners.  

    • Owners have permission to edit the report. You can only select one person or group as the owner. 

    • At the top of the pop up, select whether you’d like to search for people, groups, or both.  

    • In the Search field, type the name of the person or group. 

    • Select the person or group to add as the owner.  

  9. Under Visibility, select your desired visibility: 

    • Owner: Only you can see the report.  

    • Owner and these People/Groups: You and other people/groups can see the report.  

      • Use the magnifying glass next to this field to select your desired people/groups.  

      • Use the text field to search for people and/or groups. 

      • Select the check box next to people/groups that you'd like to be the owner. 

      • Select the Insert Checked button at the top of the screen.  

  10. If you do not want the report to appear in the left-hand TDNext menu, select the check box next to Do not show this report in the navigator (desktop module only).  

  11. Select Save and Run. 

 

Edit the Report

  1. Navigate to the report you copied.  

  2. Select Actions > Edit. 

  3. Select the columns you would like to see: 

    • To add columns, select Add. 

    • To remove columns, select Remove. 

    • View TDX’s Ticket Report Source page for information on different pieces of information that you can add as columns.  

  4. Add filtering to your report: 

    • To add filtering, select Add. 

    • To remove filtering, select Remove. 

    • Tip: If a drop down appears in the Values menu, hold CTRL to select multiple values.  

    • Under Options, select the check box next to Prompt if you would like people who view the report to be prompted to filter on this field.   

      • Select the check box next to Required if you would like this filter to be required. 

    • Select Show Advanced. 

    • In the text field, you can add logic to the filters that you created.  

      • Ex: “1 OR 2” would return tickets where tickets meet criteria for your first or second filter.  

  5. Navigate to Add a Chart near the bottom of the screen. 

    1. In the drop down, select a chart to visualize your data, if desired.

    2. 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.

  6. Under Desktop delivery, select how you would like the chart to appear on any ticketing or global desktops; as a grid or as a chart (ex: bar graph, pie chart, etc.) 

  7. Under Email Delivery, select add if you would like to get an automated email with your report on a selected cadence.  

  8. Select Save and Run.

Outcome: Your customized report has been saved.  

 

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