TeamDynamix: Get Started with Reports and Dashboards

This self-help guide is for TeamDynamix (TDX) Agents who have reporting permissions in TD Work Management. It covers how to use and create reports and dashboards.

In This Article:

Work with Reports:

• Use Existing Reports
• Create New Reports
• Share Existing Reports

Work with Dashboards:

• Use Existing Dashboards
• Change Default Dashboard
• Create New Dashboards
• Share Dashboards
• Remove Dashboards
  • Remove Team Member Shared Dashboards
  • Remove TDX Admin Shared Dashboards
• Modify Dashboards
  • Modify Dashboards You Own
  • Modify TDX Admin-Created Dashboards

Use Existing Reports

Watch this Reporting Overview. It guides you on how to navigate to reports, find pre-built reports, run existing reports, and copy them.

Reference Reports

The TeamDynamix Admins have created Reference Reports for anyone to use. You can run, copy, customize, or add these reports to your dashboards. There are two categories of these reference reports.

• The 'My ...' reference reports useful for agents to view individual work and they are in the Reference Reports for Agents report folder in TD Work Management.
• The 'Group(s) ...' reference reports are useful to view group work and they are in the Reference Reports for Group report folder in TD Work Management.

Accessing Reference Reports

1. Go to TD Work Management, click the Applications menu, and select the Tickets application if you are not already there.
2. From the Reports drop-down, select View Reports. The Reports page appears listing all the available report folders and reports.
3. In the search box, enter my or group keyword
4. Click Search button above the Search box.

5. Click the report's Name to access it. The page refreshes and will be blank except for the report option buttons at the top.
6. Click the Run Report button to see the results, or click the Actions button then Copy to make a copy of the report that you can customize.

Create New Reports

Watch these videos to learn the steps involved in creating and customizing reports. These videos cover how to add and remove columns, build filter conditions, set share permissions, manage report visibility, and schedule email delivery of report results.

• Creating a ticket report
• Creating a ticket task report

Share Existing Reports

Report owners can share their reports with both groups and individual agents.

1. Login to TD Work Management
2. Click the Applications menu, and select the Tickets application if you are not already there.
3. From the Reports drop-down, select View Reports. The Reports page appears listing all the available report folders and reports.
4. Search for or scroll through to find the report you wish to share.
5. Click the report title in the Name column to open it.
6. Click the Actions button and choose Edit from the drop-down menu.
7. Scroll down to the Owner and Visibility section.
8. Choose the radio button for Owner and these People/Groups. A text box will appear.
9. Enter the name of the group or individual(s) you want to share the report with.
10. Click Save to apply the changes.

Use Existing Dashboards

You can use any dashboards available to you. This includes dashboards you created and own, as well as dashboards your group created and shared with you. 

To choose dashboard for use, follow these steps:

1. Sign in to TD Work Management.

2. On the Home tab, open the dropdown list that shows the current dashboard name.
3. Select the desired dashboard from the list.

Result: The dashboard you selected appears.

Change Default Dashboard

TD Work Management displays the default dashboard on the Home tab when you log in. You can replace the current default dashboard with another dashboard of your choice. Only one dashboard can be set as the default at a time.

To set an available dashboard as your default, follow these steps:

1. Sign in to TD Work Management.
2. On the Home tab, in the upper-right corner, click Manage Dashboards.

3. In the Manage Dashboards popup, click Set in the Default column for the dashboard you want to make your default.
4. Close the Manage Dashboards popup.
5. Refresh your browser to reload the TD Work Management site.

Result: The dashboard you selected is displayed as your new default.

Create New Dashboards

Dashboards let you create custom views of your Work Management data.

To create a new dashboard, follow these steps:

1. Sign in to TD Work Management.
2. On the Home tab, in the upper-right side, click +New Dashboard.
3. When prompted, enter a name for your new dashboard.
4. Design your dashboard:

• Click Change Row Layout to select a different row layout.

• Click Add Row to add additional rows.

• Click Remove Row to delete a row from the dashboard. 

• Click +Add Widget to select from the available reports to add to dashboard. 

5. Click Dashboard Settings to configure the following options:

• Set Visibility to Me and Others if you want to share your dashboard with specific users or groups

• Check Auto-Refresh if you want the dashboard to refresh automatically while viewing it.
• Check Make this my default dashboard if desired.
• Click Save to close the Dashboard Settings window.

6. Click Save again to save your new dashboard.

Result: Your new dashboard is ready and should now appear in the dashboards' dropdown list on the Home page.

Share Dashboards

You can share a dashboard that you own on the Home page with a specific users or Responsible groups to give members of the groups view access to the dashboard.

To share an existing dashboard, follow these steps:

1. Sign in to TD Work Management.
2. On the Home tab, select the desired dashboard from the dashboards' dropdown list.
3. Click Edit Dashboard.
4. Click Dashboard Settings. 

4. On the Dashboard Settings window, set Visibility to Me and Others 
5. Use the Lookup field to select the specific users or groups you want to share this dashboard with.

6. Click Save to close the Dashboard Settings window.
7. Click Save again to save the dashboard changes.

Result: The dashboard should now appear in the dashboards dropdown list on the Home page for the users or groups the dashboard was shared with.

Remove Dashboards

Remove Team Member Shared Dashboards

To remove a dashboard that was created and shared by one of your team members, follow these steps:

1. Ask the dashboard owner to unshare the dashboard with you.
2. After the dashboard has been unshared, sign in to TD Work Management.
3. On the Home tab, click Manage Dashboards.

• The Manage Dashboards window appears, listing all available dashboards.

4. In the Delete column, click Delete for the dashboard you want to remove.
5. Close the Manage Dashboards window.

Result: The selected dashboard is removed from your available dashboards list.

Remove TDX Admin Shared Dashboards

To remove a dashboard that was created and shared by the TDX Admin team from your group members’ available dashboards list, follow these steps:

Step 1: Request Dashboard Removal

1. The group manager or a Responsible group manager should submit a support ticket to the TDX Admin team and include the following information:

• The name of the dashboard to be unshared
• The name of the Responsible Groups from which the dashboard should be unshared

Step 2: Remove the Dashboard from the Dashboard List

After the dashboard has been unshared by the TDX Admin team, each team member can do the following:

1. Sign in to TD Work Management.
2. On the Home tab, click Manage Dashboards in the upper-right corner.

• The Manage Dashboards window appears, listing all available dashboards.

3. In the Delete column, click Delete for the dashboard you want to remove.
4. Close the Manage Dashboards window.

Result: The selected dashboard is removed from the available dashboards list.

Modify Dashboards

Modify Dashboards You Own

You can make changes to dahsboards that you own. To begin the process:

1. Sign in to TD Work Management.
2. On the Home tab, select the desired dashboard from the dashboards dropdown list.
3. Click Edit Dashboard.

Modify TDX Admin-Created Dashboards

Shared dashboards created by the TDX Admin team for groups can only be modified by the TDX Admin team. 

To request updates to a shared dashboard, follow these steps:

1. Create a sample private dashboard.
2. Add all reports you want included.
3. Take a screenshot of the dashboard (a sample is shown below).

4. Submit a support ticket for the ITS-TeamDynamix Admin team and include:

• The name of the shared dashboard you would like to get modified.
• If you want it renamed, the new name of the dashboard.

Result: The TDX Admin team will modify the shared dashboard to reflect the information you provide.