General Questions (Public)

This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.

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Desktop Organization Options - Custom Reports and Widget Filters

TDNext Question: As someone who has access to and processes tickets/service requests in two different applications, I've been looking for a way to unify information about tickets/tasks to which I'm assigned and actively engaged with. So far, the ...
1 Answer
Matt Voegeli Last activity on 3/31/2022 3:01:27 PM by Mark Sayers

Creating a report that shows me tickets that come in between 5 p.m. and 7 p.m. plus weekends.

Hello techies,
I'm fairly new to TDx and I'm wondering if anyone can assist me with a report I'm trying to create.
I want a report of all of the tickets that come in between 5 and 7 p.m. as well as weekends. Does anyone have any idea how...
1 Answer
Dan Anderson Last activity on 4/6/2021 8:56:12 AM by Mark Sayers

Reporting filter: Status changed by

Since we cannot report on feed items, we have been searching on the "status changed by" field as a proxy for determining who has been touching tickets to better their quality. (One ticket can have many "status changed by" valu...
2 Answers
Greg Van De Mark Last activity on 3/8/2018 3:22:06 PM by Greg Van De Mark

Change the displayed column heading for custom fields in project plans


Is there a way to display a different column heading when creating a saved report? For instance, in a project plan, let's say that under Configure Columns > Manage Custom Columns, I set Field 1 to say "Server Name".

1 Answer
Mark Sayers Last activity on 12/21/2017 11:59:04 AM by Mark Sayers

Trying to edit report that is marked "Do not show this report in the navigator (desktop module only)"

Most of my reports are shown in the navigator so I can select the report and select Actions/Edit to edit the report. I have some reports that are not shown in the navigator. How do I edit these reports? I don't seem to be able to do so from the a...
3 Answers
Greg Van De Mark Last activity on 8/21/2017 9:32:12 AM by Mark Sayers

Reporting Tickets by Day and/or Hour

I've seen a lot of time-centric reporting advice but mostly about "hours" in terms of time spent working on a ticket, as opposed to what time tickets are landing.
Is there a simple way to create a pair of reports -- or better yet, ...
7 Answers
Eric Smith Last activity on 3/2/2018 2:41:26 PM by Eric Smith

Report question

I am trying to configure a ticket report that will show tickets that have been commented on AFTER they were already marked closed or resolved. This happens on occasion here for a certain service offering, and when the customer comments back, they...
1 Answer
Mark Sayers Last activity on 6/9/2017 4:56:35 PM by Mark Sayers

Ticket Reporting - Group By Field

Is there a mechanism to group the results of reports? There's the ability to order by fields, but not to group by fields, e.g. grouping by classification would provide a visual break between incidents, changes, etc., as opposed to a simple order ...
6 Answers
David Tod Last activity on 2/4/2021 11:12:03 AM by Michael Press

Missing Tickets

I wrote a simple ticket report that just reports all tickets, but a number of my tickets are not appearing on the report even though I'm not putting any parameters on the report. My staff are also having a hard time finding the tickets.

The o...
2 Answers
David Doherty Last activity on 11/2/2016 12:28:18 PM by David Doherty

Parent Ticket Custom Fields

We have a user who would like to create a ticket task report for tasks whose parent tickets have a custom field set to certain things. However, the custom fields for the parent tickets do not appear in the filter drop-downs. Is there a...
1 Answer
William Dowd Last activity on 1/11/2016 4:39:13 PM by Matt Sayers

Shared desktops

Good Morning,

I have a co-worker that can't access one of our shared desktops. Others are able to access it. He is able to access other shred desktops. He has the highest paid license (enterprise). I went into his account, removed the shared...
1 Answer
Dawn McIntosh Last activity on 5/27/2016 2:30:30 PM by Mark Sayers

Report Ordering on Custom FIelds

I have some customer fields and set up the Order attribute. When selecting from the drop down list, the order is correct. Can I get a report to also use this order attribute when sorting?
3 Answers
Barrie Sutton Last activity on 11/6/2015 9:23:40 AM by Barrie Sutton

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?
5 Answers
John Marshall Last activity on 9/14/2022 10:36:08 AM by Rebecca Murphy

Want to report on Resources on a Project Request

Resources is an attribute on the Request, but it is not a reportable field. (I apologize if I have asked this before). And it would be great if I could filter on Resources by Functional Role.
Is this possible or will it be soon?
1 Answer
Barrie Sutton Last activity on 10/13/2015 9:58:58 AM by Jamey Stock

report for all projects by resource

I would like to create a report that shows each resource and then below each resource shows all projects to which they are assigned as resources, regardless of whether they currently have any scheduled hours. I tried to create this under Resource...
1 Answer
Janine Gentile Last activity on 10/8/2015 10:03:49 AM by Jamey Stock

Analysis, Actual Hours Report for Tickets

I created a report under Analysis, Actual Hours for tickets. I am filtering the report down to a specific group of techs. My goal is to get actual hours by person for a date range spent on just tickets, including the type & category. I ca...
1 Answer
Mike Rocke Last activity on 9/2/2015 3:38:15 PM by Phil Curl

Tickets Custom Reports, Responded By Fields

I am creating some reports in the Tickets application that look at the amount of time it took to respond to and to resolve a ticket.
I found the "Responded By" date field. I think it means the first date a technician responds to a ...
1 Answer
Mike Rocke Last activity on 9/3/2015 10:42:44 AM by Jamey Stock

Custom Report Question

I'm running out of ideas on how to write a report that will show me the list of all tickets with all tasks completed that are not resolved or closed without seeing duplicate ticket names in the report. I used the ticket tasks report t...
2 Answers
Jeremy Luring Last activity on 6/3/2015 9:48:09 AM by Jeremy Luring

Cross-project report? To see dates from multiple project's plans within one report

We have many projects that are being executed. I want to see a portfolio view of those projects in one place. Not the projects that are planned, and not projects that are already completed, but the ones that are actually being executed right no...
2 Answers
Jon Freed Last activity on 1/30/2015 2:00:59 PM by Jon Freed

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 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
1 Answer
Sharjil Hasan Last activity on 9/29/2014 11:47:04 AM by Sharjil Hasan

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