Overview

This guide explains how to create new reports within the IT Tickets and Facilities Tickets applications in TeamDynamix (TDX) using the Work Management interface, and how to add those reports to dashboards.

Target Audience

TeamDynamix Ticket Manager

1. Accessing the Correct Ticket Application

Method 1 — Using the Top Navigation Tabs

Steps:

 

1. In the Work Management interface, use the top navigation bar.
2. Click IT Tickets or Facilities Tickets to enter the desired application.

Method 2 — Using the “View Applications” Button

Steps:

1. Click View Applications in the top-left.
2. Select IT Tickets or Facilities Tickets from the Applications panel.

 

2. Creating a New Report

Step 1 — Open the Reports Menu

 

Steps:

1. In the selected application, go to the top-right toolbar.
2. Click Reports.
3. Select New Report.

Step 2 — Configure the Report

Click the Report type you want (ie: Ticket Report)

Configure the following:

• Name and optional description
• Report type: Ticket Report
• Columns: Ticket ID, Requestor, Status, Priority, Assigned Group, etc.
• Filters: Status = Open, Priority = High, Created Date range, etc.
• Sorting / Grouping as needed

Step 3 — Preview and Save

Steps:

1. Click Save and Run to confirm the results.
2. To make changes click:
   1. Actions
   2. Edit
3. Adjust filters or columns as needed.
4. Click Save.

3. Adding the Report to a Dashboard

Step 1 — Navigate to Dashboards

Steps:

1. From the top navigation, go to {Application}→ Edit Dashboard.

   1. example: IT Tickets
   2. Edit Dashboard

2. OR.

   
   1. Click the Home button in the top navigation
   2. Click Edit Dashboard

3. Open an existing dashboard or create a new one.

Step 2 — Add the Report as a Dashboard Component

Steps:

1. Click the Plus sign (+) in the location you want to add the new report

2. Search for the new Report you just created

   

3. Select the report you created.

4. Click SAVE in the top right hand corner.

5. Scroll to location of new report to test.

4. Reporting Tips

IT Tickets

• Use Classification, Request Type, Priority fields.

Facilities Tickets

• Include Building, Room, and Location fields.

General

• Duplicate existing reports to keep formatting consistent.
• Review and adjust filters quarterly.
• Use consistent naming conventions.