Getting Started: Reporting

Table of Contents

• Reports

• Creating Reports

• Creating Report Folders

• Creating Charts

• Copying, Editing, Saving Reports

• Add a Report to your Desktops

• Viewing SLA Reports

Reports

TeamDynamix offers a robust suite of reporting capabilities. You are able to create reports about time, resources, assets, tickets, projects, and more. You can access the reporting module via TDNext.

Reports v. Saved Searches

Reports are different from saved searches. Saved searches are done when looking for specific types of tickets, and can be saved to utilize later. However, saved searches cannot be shared, cannot provide assessment of the data, and cannot be depicted via chart like reports can.

• For more general information about reporting from TeamDynamix, visit their Getting Started with Reporting knowledge base article.

Creating Reports

You are able to create custom reports that provide ways to modify, configure, and set criteria for the data from your ticketing application.

• You can find more information about creating and Using Custom Reports in TeamDynamix's knowledge base.

Creating Report Folders

You are able to create folders in which to house saved reports to help organize and manage the reports you and others create.

• You can find more information about Using Report Folders on TeamDynamix's knowledge base.

Creating Charts

While creating reports, you are able to create a chart to represent the information. 

• You can find more information and a step by step guide for creating charts in the Creating a New Custom Report section of the Using Custom Reports article in TeamDynamix's knowledge base.

Copying, Editing, & Saving Reports

You are able to copy, edit, and save reports that you or others have created.

• For more information about Copying, Editing, & Saving Reports, please visit the article in our knowledge base.

Add a Report to your Desktops

You can add reports to your desktops in TDNext, whether a global desktop or tickets desktop.

• For more information about how to Add a Report to your Desktops, please visit the article in our knowledge base.

Viewing SLA Reports

You can view reports to see how tickets are meeting the various service level agreements (SLA) set by your area.

• For more information about Viewing SLA Reports, please visit the article in our knowledge base.

Get Help From OIT

• Visit the Help Desk: TeamDynamix page to create a ticket

Additional Resources

• TeamDynamix's knowledge base: Getting Started with Reporting

• TeamDynamix's knowledge base: Using Reports

• TeamDynamix's knowledge base: Using Custom Reports