Creating a Report of My Group's Assigned Tickets

Environment

TeamDynamix

Issue

Need a report that conveniently shows all tickets assigned to my group

Resolution

This report will allow you to create a TDX report that shows all tickets assigned to your group.

1. TeamDynamix.umich.edu > Users
2. Click the ITS Tickets tab
   1. (If you don't see the ITS Tickets tab, click the applications menu and then find and click ITS Tickets.  You will only need to do this the first time you use ITS Tickets.)
3. Click Reports along the top > View Reports
4. Open ⭐ My Group's Assigned TICKETS (You must make a copy and add a filter for your groups)
   1. You must make a copy and add a filter for your groups
5. Open the Actions menu and select Copy
6. Change the name to something that represents your group, such as ITS PMO Group Assigned Tickets
   1. Others won’t see it because you created it
7. Click Save
8. Click View the New Report
9. Update the description and adjust the columns as needed. 
10. Go to the "Add filtering to your report" section and change the value of the Resp Group Column
    1. Click the red X next to the Resp Group Value to remove existing departments
    2. Click the search icon next to the Resp Group Value
    3. Search for your group and put a check mark next to your group. (Start typing to see a list). You can add more than one group.
    4. Click Insert Checked
11. Under Visibility, you can choose to be the owner yourself or have it be owned by someone else and/or a group.
12. Click Save at the top of the window
13. To add the new report to your Dashboard:
    1. Click the House icon tab along the top
    2. Select the Dashboard you would like to edit using the down arrow next to the current dashboard's name on the left
    3. Click Edit Dashboard on the right hand side 
    4. Add a row for the new report, or click the book icon to change row layout
    5. Click + Add Widget
    6. Select ITS Tickets from the left hand list
    7. Search for the report, then Click to select the report
    8. Click Save near the top

Additional Information

10/19 Upgrade Update: If you plan to schedule email delivery of a report, you can select a group to receive the report results. 

Ticket Metrics in the report builder are calculated as tickets are modified, so reports that rely on these metrics have current data and historic tickets' values are not modified unless the ticket is modified. 

See Creating a Ticket or Knowledge Report in TeamDynamix for more information on creating reports.