How To: Create or Copy a Report in TDX

Learn how to make your own ticket report, either by copying one that's close or by starting from scratch.

Each office's ticket application is set up separately, so menu names can be a little different from what you see here.

Copy a report (easiest)

1

Open a report that's close

Run the report you want to start from. See How To: Run a Report in TDX.
2

Copy it

Select Actions, then Copy.
3

Change it and save

Select Actions, then Edit on your copy. Change what you need and select Save.

Start a new report

1

Start the report

Select Reports, then New Report, then Ticket Report.
2

Name it

Enter a name at the top.
3

Choose columns and filters

Open Columns to choose what shows, and Filters to choose which tickets are included, such as a status or your group.
4

Check the preview

The Preview at the bottom shows what the report will look like.
5

Save

Select Save.

Share it with your team

By default only you can see a new report. To share it, open Owner and Visibility while editing and add your group.

You can also have a report emailed to you on a schedule. Open Email delivery while editing.

Get help

Something isn't working? Submit a request through the TeamDynamix (TDX) service.

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