Questions

Categories View All Categories

General Questions

reports Clear Tag Filter

Can a standard report be modified?

I am working on multiple tickets and my desktop I have some standard reports such as "My assigned tickets" and "My assigned tasks".
I noticed these are standard reports and I don't have the option to modify them as custom reports, so, Is it p...
1 Answer
Nicolas Ledezma-Munoz Last activity on 4/10/2024 11:41:24 AM by Nicolas Ledezma-Munoz

Showing people who report to themselves in a report?

We have some individuals who are set up to report to themselves in Windows AD, and that's how they get imported into TD as well. Is there a way to filter for this on a report or in a query so that we can see a list of people who have the same nam...
1 Answer
Kay Masters Last activity on 4/1/2024 12:37:34 PM by Kay Masters

Can REPORTS default view (in TDNext) be closed / nested?

Since our instance went live six years ago, the the default view of our Reports sidebar has been fully opened - i.e. when I open the pane, I see all the contents of all the directories.
We're looking at several approaches to organize this sid...
2 Answers
Ian Murphy Last activity on 3/12/2024 11:39:02 AM by Mark Sayers

Graph Report > Reports

Hello,
When you create a bar graph (for example) in a report, you can click on one of the bars and get a list of all the tickets that make up that bar. Is it possible to change the columns of that list that comes from just that bar?
1 Answer
Carl Amlin Last activity on 2/20/2024 9:46:16 AM by Mark Sayers

Ticket + Asset Reports

Hi,
I'm looking to create a report that will give me a column with a ticket ID and a column with the Assets associated to that ticket. Oddly enough this doesn't seem to be possible. I've created many reports but don't seem to be able to make ...
1 Answer
Carl Amlin Last activity on 11/14/2023 4:10:19 PM by Mark Sayers

Creating RSS Feeds

Is there a way to create an RSS feed of all of the comments on tickets submitted through an application?
Ideally we would like to see the newest comments on any ticket that is open within the application. I see many questions about creating t...
1 Answer
Jenna Edwards Last activity on 8/7/2023 4:33:27 PM by Mark Sayers

Bundle multiple reports in one email

I have supervisory staff who want to know more about the tickets their staff receive and complete. These supervisors will never answer a ticket, so they do not need a "Technician" license. I have created multiple reports for them. I'd like to kno...
1 Answer
Terri Edney Last activity on 7/25/2023 12:21:15 PM by Mark Sayers

Excel Add-in reports for asset reports

When using the Excel add in I can only see ticket reports. Is it possible to have the excel add in pull asset reports?
1 Answer
Thomas Couperthwaite Last activity on 6/2/2023 11:06:38 AM by Mark Sayers

Asset Name Filter without spaces

I have a request from my Asset Management team; they are wanting to create a report in TDX and look for assets with or without a space.
1 Answer
Bryan Weist Last activity on 3/15/2023 11:32:32 AM by Mark Sayers

Report on Null Value in a Field

Hello - I'm trying to run a report and select Responsible Group = one of two groups or null. Is it possible to add "null" as a report selection criteria?
1 Answer
Sarah Glatz Last activity on 12/27/2022 11:17:22 AM by Brittany Renn

Inline HTML reports via Email

Is there a way to get the html version of the email reports as inline instead of an attachment you have to save to view?
1 Answer
Teresa Amos Last activity on 9/28/2022 3:44:12 PM by Mark Sayers

Report API Permissions

Using our Admin Service account for TDX Integrations, I am able to run reports using the API, "GET.../reports/{id}?withData={withData}&dataSortExpression={dataSortExpression}" but only for reports that are viewable to all.
When I try to...
1 Answer
Bobby Jones Last activity on 4/15/2022 10:57:09 AM by Christasia Bloom

Add latest "Feed" comment as a column

My company moved over to TeamDynamix ticketing system from Web Help Desk recently. I manage/assign my office's ticket queue and one thing I am trying to get to work on this new system is to get my reports to show the latest "comment" in the Feed ...
1 Answer
Lou G. Last activity on 4/11/2022 2:12:52 PM by Kelsie Curtis

Stacked Bar Report

We've been asked if TDX can create stacked bar reports. When building a report, I have to say no, but looking at the Standard Reports> Ticket Aging it is a stacked horizontal bar. So is there a way for us to generate that type of graph?
1 Answer
David Robertson Last activity on 1/5/2022 2:09:35 PM by Mark Sayers