Questions

reports Clear Tag Filter

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

Ticket Count By Week Report

Hello,
I am currently trying to create a report that shows the total number of tickets our department has open week by week. This would allow me to see if we're getting ahead of the game and closing lots of tickets or if we're starting to fal...
4 Answers
Riley Fay Last activity on 12/14/2021 4:23:38 PM by Riley Fay

Scheduled hours vs Actual hours reporting

What report do I use to see all project's scheduled hours vs. actual hours?
1 Answer
Leah deVries Last activity on 10/12/2021 1:38:55 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

Python API to Reports (401 error) help please

I'm getting a token returned and importing it from another call; using a service account with access to at least one Report (in SB).
This is the call to get any report I have access to:
import requests
import json
from get_token imp...
2 Answers
tibby t Last activity on 3/31/2021 10:19:04 AM by tibby t

Deleting project reports from Admin for other users

I was asked to delete a project report that was created by another user. I went to the Admin side of TeamDynamix clicked on Saved Reports. These reports were not found in the list of saved reports. The user sent me a copy of the report that was d...
1 Answer
Sasha Padilla Last activity on 11/2/2020 4:35:46 PM by Mark Sayers

Maximum Number of Columns in a Report?

Greetings Team,
I'm curious to know if there is a limit to the number of columns that can be added to a report? We sometimes need to generate reports that need 20 or more columns of data to export and give to a vendor via Excel, but was unsu...
1 Answer
Joshua Dearborn Last activity on 6/11/2020 12:10:03 PM by Mark Sayers

PMO Resources Time Report (by time period)

Is there a limit as to how many pages this report can produce?
I've been told that it is limited to 17 pages. The person running the report feels she is missing data.
Thanks,
Joe
1 Answer
Joe Allen Last activity on 3/6/2020 4:18:11 PM by Mark Sayers

Creating 'Project Status Reports' with Custom Images

Hi,
Currently I am ONLY able to use 'Plain text' under 'Project Details -> Update Status -> Comments' to publish project STATUS to the team members. I am looking to create a Custom Report Using Custom Images (for ex: Charts from Excel...
2 Answers
Sangita Shandilya Last activity on 2/6/2020 11:39:38 AM by Sangita Shandilya

Admins Deleting Reports Owned by Others

Hey there,
Is there a way for me, as an admin, to delete a ticketing report that isn't owned by me? I am cleaning up our reports, and it looks like there's quite a few that are owned by people who don't work for us anymore, and they haven't b...
2 Answers
Caitlin Baer Last activity on 11/30/2017 3:40:19 PM by Caitlin Baer

Knowledge Base Reports

The two reports listed in your KB (search and feedback)...are those only available in 9.5? If not, where can I find these to add to our desktop. We are still running on 9.4.1.
Thanks!
1 Answer
Kim Manifold Last activity on 7/25/2017 3:02:41 PM by Mark Sayers

Identifying KB Articles with Feedback

We are implementing KCS and part of that methodology is the concept of "Fix it/Flag it" where knowledge workers flag a KB article with suggested changes or modifications to make it better or to update it if it's incorrect. This Flag It...
2 Answers
Mendi Benigni Last activity on 12/8/2017 3:22:42 PM by Karen Compton

Building dashboard reports with api

We've been looking into building a basic automated report using APIs and Visual Basic to get the total number of tickets that are open or in process.
The API documentation has been more confusing than helpful. It's not very clear and the only e...
1 Answer
Samuel West Last activity on 2/24/2017 1:44:05 PM by Aaron Crane

Analysis Module: Preventing Project Managers from Being Able to Report on Certain Project Issues

Hi,

The project manager in our President's office has projects in TD. These projects, along with everything related (issues, etc.) are of a sensitive nature, and should only be accessible by her, and no other user with the Analysis Module...
1 Answer
Jeanine Heming Last activity on 7/15/2016 2:19:39 PM by Mark Sayers