Questions

Categories View All Categories

General Questions

report-builder Clear Tag Filter

Reporting - former Workflow Step

Is it possible to report on all tickets which have had a particular Workflow Step assigned?
I know that the full Workflow history for a given ticket/document can be viewed, and I know that I can create a report of all tickets which have a par...
1 Answer
Jeremy Kermott Last activity on 1/17/2019 12:34:13 PM by Mark Sayers

Admin Reporting of Users "where used"

We are beginning to utilize automatic email notifications a bit more. I understand that while a Ticket Type may be set to notify a group, we need to set the Primary Reviewer at the Request Form level to an individual so the email notification wil...
1 Answer
Maggie Eaheart Last activity on 6/14/2016 9:40:25 AM by Mark Sayers

Reporting on Functional Role on Requests

I am able to report and filter on Functional Roles on Project Requests in Portfolio Planning. I can also report and filter on Resource Pools in Analysis using Project Reports and Projects and Requests Reports. But I am not able to filter on Funct...
1 Answer
Barrie Sutton Last activity on 4/21/2016 11:09:31 AM by Mark Sayers

Comparing Creator and Requestor (approver) values in workflow or reports

For an approval workflow where the approver will be the "requestor", is there a way to:
1. enforce that the creator and requestor are different people
2. and/or run a report that will find requests where the creator and requesto...
1 Answer
David Durling Last activity on 2/16/2016 10:39:48 AM by Jamey Stock

Question on Report

I would like to write a report that gives me recently approved requests (these are new projects) within the last two weeks. Basically it should be every project that was converted from a request in the last two weeks.

What is the best way t...
1 Answer
Lisa Veloz Last activity on 11/12/2015 9:22:19 AM by Mark Sayers

No Values appearing in Chart Value drop down

Team Dynamix Support,

I am trying to create a chart on a report and no values are appearing in
the value drop down. Therefore I can't save.

I know there are values there.
1 Answer
Lisa Veloz Last activity on 10/29/2015 10:55:18 AM by Mark Sayers

Can a report be run on the ScoreCard Criteria

We would like to report on the various Scorecard Criteria to see how often the choice associated to each criteria are used, it there a way to create such a report?
Thanks
John
5 Answers
John Marshall Last activity on 9/14/2022 10:36:08 AM by Rebecca Murphy

First Call Resolution Report

I am trying to write a report that will give me the percentage of our tickets that were entered as first call resolution. I can not seem to get a report item to really show incidents that were resolved or closed by the technician while putting in...
1 Answer
Patrick Lisk Last activity on 8/4/2015 10:15:36 AM by Gerard Hennelly

Who can be an email recipient for a report?

3 Answers
John Borwick Last activity on 5/17/2019 10:41:18 AM by Jennifer Altman

TD Desktops > Public URL for Reports

Hello TDx,
Can you please let me know how long is the expiration date for TD Desktops public URL?
After the expiration date, what would it happen with the URL? Does it get replace?
1 Answer
Carmen Villen Puerto Last activity on 11/3/2014 9:35:58 AM by Drake Sigler

deleting custom reports

You used to be able to click an "x" beside the report to delete the report.

I don't see an "x" anymore. How do I delete a custom report that I've created?
1 Answer
Andy Novak Last activity on 10/15/2014 5:22:55 PM by Drake Sigler

How do I create a report (maybe resource report) that states what a person worked on from now backwards to April of this year?

How do I create a report (maybe resource report) that states what a person worked on from now backwards to April of this year?
3 Answers
Dawn McIntosh Last activity on 10/7/2014 2:46:10 PM by Dawn McIntosh

How to Delete Own Report

Users were able to delete their own reports that they have created. We do
not see the delete beside the report name in analysis. Please guide me
where can we find the delete option.
1 Answer
Pooja Patel Last activity on 10/1/2014 10:44:16 AM by Pooja Patel

Setting the visibility of report in TeamDynamix

In the Analysis module, when creating a New project report, the option to
share the report with "Everyone with this Application" is not visible for
all users who have access to Analysis application. Is it due to a
perm...
1 Answer
Sharjil Hasan Last activity on 9/29/2014 11:47:04 AM by Sharjil Hasan

How do I create a report that shows the percentage of tickets by service?

1 Answer
Aaron Crane Last activity on 9/19/2014 4:43:22 PM by Drake Sigler

How can I tell if a ticket has been recently commented on or edited without looking at ticket details?

1 Answer
Aaron Crane Last activity on 9/19/2014 4:39:18 PM by Drake Sigler

How would I run a report that shows all tickets belonging to a group?

1 Answer
Aaron Crane Last activity on 9/19/2014 11:22:56 AM by Drake Sigler

Conditional Filtering in Report Builder

Hello,

Maybe my logic is wrong but I cannot get my custom report to filter correctly. I would like the report to show all persons except Janine Gentile. Also, I would like to omit Meetings and Management from hours shown for Wenjing Jiang. ...
1 Answer
Janine Gentile Last activity on 9/11/2014 5:34:33 PM by Drake Sigler

Question with Report Visibility

I hope you had a nice weekend!

I want to address you that when I create a new report from my user profile within analysis. I cannot make it visible for everyone.

So I need to change first the ownership to another user to have the possibi...
1 Answer
Carmen Villen Puerto Last activity on 9/4/2014 11:13:08 AM by Adam Torres