Getting Started with Reporting

This article will help users to become familiar with Reports using via TDNext. The user must have TDNext access in addition to access to the application in which the report resides.

Overview

TeamDynamix has easy-to-use reporting capabilities that have features available across all three interfaces of the system. Most report creation and management is done in the TDNext interface. There are reports about time, resources, assets, tickets, projects, and other types of work. These pull real-time information from a report source, which is a data type coming from a single application. Each application is a separate report source.

Transcript

Using the TDNext interface for the reporting module, you will discuss the included standard reports as well as building custom reports with the ticketing and analysis applications. You'll learn how to customize columns of data points pulled. And filter the information displayed in your report. You will also cover using both custom and standard reports to create desktops. Users can have multiple desktops displaying different types of information. The information can be shown in both grid format and charts or graphs.

Features

• Use out-of-the-box, standard reports to serve common needs.
• Build custom reports that include only what you’re interested in.
• Share reports with specific users or entire groups.
• If you have the additional license, let your customers run the reports that have been shared with them in the Reports section in TDClient.
• The Desktop application can be used to build a collection of different reports that you want to see all in one view.
• Display a chart with your report.

Where to Find This

Reports appear in the TDNext, TDAdmin and TDClient interfaces.

TDNext is where all reports are created and edited. Also where reports are most commonly viewed. TDAdmin provides access to an evaluation of all saved reports and the ability to change ownership, and TDClient provides report viewing access to certain licensed customers.

Navigate to reports following these paths:

TDNext

• Open TDNext
• Select the application to run the report (i.e. Tickets, Projects, Analysis)
• Click the + Reports button
• Select desired report source

TDAdmin

• Open TDAdmin
• Scroll down the left side bar navigation and click Saved Reports
• Filter and Search for the desired report

TDClient

• Open TDClient
• Scroll across the top bar navigation and click Reports
• Select for the desired report and click Run Report

Where to Start

Types of Reports

• There are dozens of standard reports pre-built into the system to provide quick and easy insights for tickets, issues, projects and more.
• Get a jump start on keeping track of your project progress by setting up some of these popular project reports.
• Get ideas of how to use TDX reports for ITSM with these examples of ticketing reports.
• When you want more tailored results, start building custom reports.

Report Display Features

• Use report charts to quickly convey data points and measurements.
• Create a set of reports, add them to a Desktop, and configure how they display to share an organized view of data.
• Extend the manipulability of your reports by importing them directly into Excel using the Excel Reporting Add-In.

Using Reports to Stay Organized

• Stay on top of all your own work from a single place using the My Work application.
• Report folders make it easy to organize reports that teams and organizations have built.
• Saved searches provide a quick way to see results for searches that you regularly need to perform.

Gotchas & Pitfalls

• The help text for each Report Source can be found on the New Report details page in TDNext. 
• Sharing a report with a group of users, not only requires the visibility of the report to be set. But also, the user must have access to the application that the report resides in. This commonly becomes a gotcha when sharing reports to users who do not have Analysis application.

• A report can only be moved to another application if the destination application has the same report source. For example, reports built within the Ticket report source can be moved to any other ticketing application Ticket report source or they can be moved into the Analysis application. You should consider moving a report for two reasons: (1) to ensure the appropriate audiences can run that report, and (2) to ensure the report includes the data you need to see. For example, a report in ticketing application A would only be available to people with access to that application, and it would only report on tickets within that application.