How To: Run a Report in TDX

Summary

Learn how to run an existing ticket report in TDX Work Management and export it to Excel.

Body

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.

Related articles

How To: Create or Copy a Report in TDXHow To: Add a Report to Your Dashboard in TDXTDX for Technicians: Start Here

Details

Details

Article ID: 165259
Created
Sun 10/18/26 8:50 PM
Modified
Sun 10/18/26 8:51 PM
Audience
Employees