Building a Custom Report

1. Custom reports can be created from several applications, such as Tickets, Portfolio Planning, Assets, and more. The Analysis application is the most powerful application in regards to reporting. Enter the Analysis application and click the “+New” button and then the “Report” link from the drop down menu, as shown below.

Machine generated alternative text:
C Refresh 
Desktop 
Desktop Analysis 
Portfolio Planning 
Admn 
Projects 
lio Risk 
Resource Management 
Med i umv'Hi 
Mediun 
Edit Analysis Desktop New Reports 
Portfolio 
Report 
Portfolios 
Projects 
Active Projects Search 
Admission's Project Overview 
Basic Portfolio Report 
Capital Projects 
Resource Reports 
Availability Report 
Schedule Report 
Projects By Resource Report 
Resource Allocation Report 
Standard Reports 
Actual Hrs Report 
Hrs Summary Report 
Scheduled V Actual Hrs 
Scheduled V Actual Hrs By Project 
Projects Vs. Tickets 
High 
Current Projects Status

2. Choose the report source for your report.

             3. Enter a name for your report in the “Name” box




4. Choose which columns you want to see in your report. Available fields include all standard TeamDynamix fields for the type of report you are running, custom attributes for your organization and KPI (key performance indicator) calculations. For a more detailed explanation of each attribute/KPI users can access the “Help” menu located in the menu bar as seen below.

Machine generated alternative text:
Save 
Save and Run 
Help 
New Ticket Report 
Name your report 
*Name: 
Select the columns you would like to see 
Add 
Sort Action 
Remove 
Remove 
Remove 
Remove 
Remove 
Remove 
Remove 
Field 
D 
Staff 
Title 
Acct/Deot 
Type 
Status 
Priorit,' 
Aggregate 
Display Format

                Other filtering options include Active Issues (linked, or not linked), along with a robust of other crucial filtering options.

5. For selected report columns, you can optionally select a way to aggregate the data at the bottom of the report. Available options are average, minimum, maximum, and sum.

6. Set any filtering fields. Available fields include all standard TeamDynamix fields (Created By, Is a Member of. Is not a member of), custom attributes for your organization and KPI (key performance indicator) calculations described in the chart above. Select the appropriate operator for filtering (variably, “is one of” or “is not one of” OR equals, less than, greater than, less than or equal to, greater than or equal to, not equal to.) 

If you check the “Prompt” box next to a filter, you will be able to edit/set that filter at the top of the report when you run it, without needing to re-build the report.

You can choose multiple filters, and use the advanced filtering options to set Boolean AND or OR filters For example, "(1 OR 2) AND 3."

7. Choose how to order your report, by default. You may choose multiple order-by fields, which will sort the report first by the first attribute, then by the second, and so on. You can choose to sort ascending or descending.

8. Select the maximum number of rows to retrieve when running the report

9. Set the visibility of this report. The options are “me,” “everyone” or specific user groups. You can also opt to hide the report from the left navigator here.

10. Add an optional chart to your report and configure the X and Y axis or the Name and Value from the dropdown.

11. Choose whether you want the Desktop report to display the grid of columns or the configured chart, if applicable.

12a. Optionally add email delivery. Click the <Add> button and the delivery schedule window, shown below, will display.

12b. Set an interval, format, and recipients. Recipients for scheduled emails must be TeamDynamix users. *Note*: Emailed report delivery is managed by a server-side process job which runs at 15 minute intervals. A report delivery could take between 15-30 minutes depending on when the delivery configuration is created and the timing of the last processor job.

13. Click the <Save> or <Save and Run> button at the top of the report to create the custom report.

 

Following the creation of the report, it will appear in the left-hand navigator. Clicking on the report will allow running of the report and also various other actions under the "Actions" button menu. If you hid the report from the left navigator, you can navigate to it by clicking on the folder title in the left navigator. If you did not put it in a folder, it will live in the folder named after the source (e.g., ticket reports will live in the Tickets Reports folder).

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Details

Article ID: 1910
Created
Tue 7/22/14 5:30 PM
Modified
Mon 6/29/20 10:43 PM