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:

• Use Existing Reports
• Create New Reports
• Share Existing Reports
• Use Existing Dashboards
• Create New Dashboards
• Share 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 available dashboard. The TeamDynamix Admins have created reference dashboards that provide insights into tickets and ticket task assignments, including their statuses, priorities, and updates. The two reference dashboards are:

• Reference Dashboard for Agents: Designed to assist agents in viewing their work.
• Reference Dashboard for Groups: Designed for viewing group work.

Accessing Reference Dashboards:

1. If you're not already there, login to TD Work Management.
2. On the Home tab, click the drop-down menu at the top-left.
3. From the list, select your desired Reference Dashboard.

Create New Dashboards

Watch the Creating and Editing Dashboards video to learn the steps required to create new dashboards. This video explains how to select dashboard layouts and add reports to them. You can add reports to a dashboard that you have created, as well as to those that have been shared with you.

Share Dashboards

The goal of shared dashboards is to ensure all group members have access to the same information. You can achieve this through one of the following approaches:

Option 1: Steps to Share a Dashboard via Support Ticket

You can ask the ITS-TeamDynamix team to create shared dashboard for your team, as it requires admin level access on the platform. Here is how it works:

1. Create a sample local dashboard
2. Add the reports you have selected or created to the dashboard layout of your choice.
3. Take Screenshot of the local sample dashboard you created. See a sample screenshot below.

4. Submit a Support Ticket: Create a support ticket for the ITS-TeamDynamix team and include the following information:

• Attach the screenshots.
• Provide a name for the dashboard. Include your department and or group name or initials such as SOM - xxxx, etc. to the dashboard name.
• Provide the names and Onyens of those you want to share the dashboard with, or the Responsible group name if you want to share the dashboard with all members of the group.
• Specify if you would like to set this dashboard as default.

Option 2: Steps to “Share” a Dashboard by Yourself

You can ensure your group members' dashboards display the same reports without creating a support ticket. Here is how it works:

1. Select Reports: Choose the reports to add to the dashboard. You can select from pre-built reports, reports shared with your team, or create new reports for your team.
2. Name the Dashboard: Decide on a name for the dashboard.
3. Select Dashboard Layout: Choose the desired dashboard layout.
4. Notify your Agents: Inform your team members about the selected reports, dashboard name, and dashboard layout.
5. Create Individual Dashboards: Each team member can create their own dashboard and add the pre-selected reports to it.