How To: Add a Report to Your Dashboard in TDX

Learn how to put a report on your ticket application's dashboard, so you see it as soon as you open TDX.

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

Shared dashboards

Some offices share one dashboard. If yours does, changes affect everyone who uses it, so check with whoever manages it first.

1

Open the dashboard

In your ticket application, select Dashboard in the left menu.
2

Select Edit Dashboard

It's at the top of the page.
3

Add a row

Select the + below the last row and choose a layout.
4

Add the report

Select Add Widget and choose your report.
5

Save

Select Save. To back out, select Cancel.

Only reports you can see can be added. To share a report first, 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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