How To: Run a Report in TDX

Learn how to run a report someone has already built, and how to export the results.

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

1

Open your ticket application

In Work Management, select your office's ticket application tab.
2

Find the report

Reports are listed in the left menu, in folders such as Standard Reports or Shared Reports. To see them all, select Reports, then View Reports.
3

Open it

Select the report. It shows the current results.
4

Refresh if needed

Select Run Report to get the latest results.

Export to Excel

Select Actions, then Export to Excel.

A report shows live ticket data each time it runs, so you don't need to rebuild it. If a report you need doesn't exist, see How To: Create or Copy a Report in TDX.

Get help

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

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