Create an Asset Report in TeamDynamix

Environment

TeamDynamix - Asset Applications

Issue

I want to create an Asset Report in TeamDynamix 

Resolution

1. Go to teamdynamix.umich.edu and click Users
2. Click the tab of the ASSET App you want to report on ( ITS-EUC Assets/CIs or ITS INF Assets/CIs for example)  
3. Click Reports --> +New --> Report - Asset Report
4. Add a name and a description
5. Specify the following:

• Choose columns; options include:
  • All standard TeamDynamix fields
  • Custom attributes
  • Location attributes
  • For selected report columns, you can optionally select a way to aggregate the data at the bottom of the report. Available options are average, minimum, maximum, and sum
• Set any filtering fields 
  • Available fields include all standard TeamDynamix fields (Created By, Is a Member of. Is not a member of) 
  • Custom attributes
  • Location Attributes
  • Select the appropriate operator for filtering (variably, “is one of” or “is not one of” OR equals, less than, greater than, less than or equal to, greater than or equal to, not equal to)
  • If you check the “Prompt” box next to a filter, you will be able to edit/set that filter at the top of the report when you run it, without needing to rebuild the report
  • You can choose multiple filters, and use the advanced filtering options to set Boolean AND or OR filters. For example, "(1 OR 2) AND 3"
• Order the report
  • You can choose multiple order-by fields
• Specify the maximum number of rows
• Select a folder where the report will be saved
  • To create a new folder, click the plus sign to the right of the field
  • Specify visibility, i.e., who will be able to see the report
• Choose the type of chart
• Add any additional attributes in the form

7. Optional:  Add email delivery and specify the frequency, time, format and recipients

• Note: Email recipients must be TeamDynamix users
• Emailed report delivery is managed by a server-side process job which runs at 15 minute intervals. A report delivery could take between 15-30 minutes depending on when the delivery configuration is created and the timing of the last processor job

8. Click Save or Save and Run in the horizontal menu bar along the top

The report will appear in the left-hand navigator. Clicking on the report will allow the report to run, along with other actions under the "Actions" button menu. 

If you hide the report in the left-hand navigator, you can navigate to it by clicking on the folder title in the left navigator. If you did not put it in a folder, it will live in the folder named after the source (e.g., ticket reports will live in the Tickets Reports folder).

Additional Information

For Ticket Report How-to, see https://teamdynamix.umich.edu/TDClient/30/Portal/KB/ArticleDet?ID=1256

Need additional information or assistance? Submit a request here ITS-TeamDynamix Support.