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
• Unshare Dashboards
• Delete 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. 

The TeamDynamix Admins have also created the following dashboards to provide insights into your assignments:

• Reference Dashboard for Agents – Helps agents view their work.
• Reference Dashboard for Groups – Helps teams view their work.

Choosing a Dashboard:

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.

Set a Dashboard as Default 

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.

Dashboards are built from reports, so decide in advance which reports you want to add. You can add both the reports you created and the reports that others shared with you.

Create a Dashboard

To create a new dashboard, follow these steps:

1. Sign in to TD Work Management.
2. On the Home tab, in the upper-right corner, click +New Dashboard.

3. Watch the Creating and Editing Dashboards video (~4 minutes) to complete the remaining steps, such as selecting layout, adding reports, and configuring your dashboard.

Share Dashboards

You can share a dashboard with a Responsible group to give all members of that group view access to the dashboard.

Share a Dashboard

To share a dashboard, follow these steps:

• Submit a support ticket for the ITS-TeamDynamix Admin team and include the following information:
  • Name of the dashboard you want to share.
  • Names of the Responsible groups you want to share the dashboard with.
  • Specify if you want to set this dashboard as the default for the team members.

Result: The dashboard will be available to all existing members of the specified Responsible groups. New members added to the group will gain view access automatically after the daily sync at 8:00 AM.

Unshare Dashboards

The owner of a shared dashboard or a Responsible group manager can request to revoke its access for their group.

Unshare a Dashboard

To unshare a dashboard, follow these steps:

• Submit a support ticket for the ITS-TeamDynamix Admin team and include the following information:
  • Name of the dashboard you want to unshare.
  • Name of the Responsible groups you want it unshared from.

Result: The dashboard will be unshared from the specified Responsible groups.

Delete Dashboards

You can delete dashboards you own or use personally. Shared dashboards can only be removed from your list after they have first been unshared by the TDX Admin team.

Delete a Dashboard

To delete or remove a dashboard from your available list:

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

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

1. In the popup, click Delete in the Delete column for the dashboard you want to remove.
2. Close the Manage Dashboards popup.

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