How to Create a report from TDNext and a Ticketing application

Summary

Instructions on How to Create a report from TDNext and a Ticketing application.

Body

Question

How do I create a Ticketing report from TDNext?

Answer
  1. Log into TDNext Technician Portal
  2. Click on the blue waffle icon
  3. Select the appropriate Ticketing application
  4. Click on "+ Report" and select "Report"
  5. Complete the following fields:
    1. Name your report
    2. Describe your report
    3. Select the columns you would like to see
      1. You can add columns by clicking on the "Add" button
      2. You can remove columns by clicking on the "Remove" action
      3. You can sort columns by clicking and dragging on the 3 horizontal lines to the left of each field
    4. Add Filtering to your report
      1. Select the column from the drop-down and 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
      2. Select the value
        1. Select multiple values by holding down the control or command key
    5. Order your report
      1. Select the column to order
      2. Select Direction of ordering by Ascending or Descending
      3. You can add additional columns to order by selecting "Add"
    6. Set the maximum number of rows to retrieve
    7. Choose a Report Folder
    8. Owner and Visibility
      1. Fill out Owner
      2. Select Visibility
    9. Add a chart (optional)
    10. Desktop Delivery
      1. Select Desktop delivery as Grid or Chart
    11. Exporting
    12. Email Delivery
      1. Add Email Delivery Schedule (optional)
For Additional Assistance

Please contact the Division of IT Enterprise Service Management team  servicemanagement@missouri.edu for any additional assistance you may need with TDNext reporting.

Details

Details

Article ID: 910
Created
Sat 10/26/24 1:05 PM
Modified
Thu 5/22/25 3:13 PM