How to Create a report from TDWorkManagement and a Ticketing application

Tags tdx reports
Question

How do I create a Ticketing report from TDWorkManagement?

Answer
  1. Log into TDWorkManagement Technician Portal.
  2. Click on the View Application button.
    Image of the View Applications button circled.
  3. Select the appropriate Ticketing application.
    Image of the DoIT Ticketing tile circled.
  4. Click on the Report drop-down button and select New Report.Image of the Reports drop-down button and New Report option circled.
  5. Select What type of report you would like to create. Uploaded image
  6. Complete the following fields:

1. Name your report.

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2. Columns: Select the columns you would like to see.

  • You can add columns by clicking on the +Add column button.​​​​

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  • You can remove a column clicking on the garbage can next to the field you no longer want on the report.

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  • You can sort columns by clicking and dragging on the 3 horizontal lines to the left of each field.

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3. Filters: Add Filtering to your report.

  1. Search for the COLUMN by clicking on the magnifying glass. You can either search for the applicable column or scroll down through the list to select the column you want to filter on.
  2. Select the OPERATOR to determine how it responds in relationship to the value.
    1. Select "is on of" to return tickets that match the value entered.
    2. Select "is not one of" to explicitly exclude values
    3. Select "has a value" to return 
    4. Select "has no value" to return
  3. Select the VALUE(S).
    1. Select the value(s) by checking the box next to the applicable value and clicking on the +Insert Checked button.

4. Results: Order your report.

  1. Select the COLUMN to order from the drop-down menu.
  2. Select the DIRECTION of ordering by Ascending or Descending.
  3. Maximum results: Set the maximum number of results returned by this report.

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5. Chart: Add a chart by selecting the Type drop-down arrow. (optional)

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6. Report details

  1. Add a Description.
  2. Select a Folder for the report from the drop-down menu.
  3. Check or uncheck "Allow bulk actions on this report". When enabled, users can select multiple items and perform operations like Comment, Update, Assign, etc.
  4. Check or uncheck "Include hyperlinks when exporting this report".

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7. Owner and Visibility: Choose an Owner and select the Visibility.

  1. Fill out the Owner, which can be an individual or a group.
  2. Select Visibility.
    • Owner - The report will only be visible to the Owner of the report.
    • Everyone with this Application - The report will be visible to all users within the application. Use this setting with caution.
    • Owner and these People/Groups - The report will be visible to all people and/or groups selected.

8. Email delivery: Add schedule for email delivery (optional)

  1. Click on +Add schedule.
  2. Complete Add Delivery Schedule accordingly.

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For Additional Assistance

Please submit a ticket to the ESM team for additional TDX reporting assistance. TDX Reporting

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