Body
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
|
|
|
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
|
|
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.