Create a Report on Surveys in TeamDynamix

Environment

  • TeamDynamix
  • Users of the ITS Tickets application in TeamDynamix

Issue

How to create a report in TeamDynamix, showing customer responses to the satisfaction surveys that ITS sends once tickets are closed

Resolution

  1. Log into TeamDynamix@umich.edu and navigate to your tickets application 
  2. Click +Report then Report, to create a new report
  3. Select Survey Response Report
  4. Fill out the name for the report, and optionally a description
  5. Select the columns you would like to see; use the default columns or update as needed
  6. Set filters according to your preference. For example:
    1. Column: Parent Ticket > Pri Resp Group
    2. Operator: is one of
    3. Value(s): ITS-DataCenterOperations
  7. Set additional options and fields for the report based on your preferences
  8. Save or Save and Run

Additional Information

Need additional information or assistance? Contact the ITS Service Center.

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Details

Article ID: 4029
Created
Tue 12/1/20 1:24 PM
Modified
Thu 3/16/23 12:28 PM