How To: Add a Report to Your Dashboard in TDX

Summary

Learn how to add a report to your ticket application dashboard in TDX Work Management.

Body

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.

Related articles

How To: Run a Report in TDXHow To: Create or Copy a Report in TDXTDX for Technicians: Start Here

Details

Details

Article ID: 165261
Created
Sun 10/18/26 8:51 PM
Modified
Sun 10/18/26 8:51 PM
Audience
Employees