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 blue waffle tab in the upper left-hand corner and then find and click the ITS Tickets button.  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 Action menu and select Copy
6. Change the name to something that represents your group, e.g., ITS PMO Group Assigned Tickets
   1. Others won’t see it because you created it
7. Click Save
8. In the ticketing app, click Reports along the top to see the new report you created
9. Click to open your newly named report
10. Click Actions and choose Edit
11. Go to the "Add Filtering to your Report" section and do the following steps to change the value of the Resp Group Column
12. Click the red X next to the Resp Group Value to remove existing departments
13. Click the search icon next to the Resp Group Value
14. 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
15. Click Insert Checked
16. To add more groups to the report, repeat the steps 12 and 14
17. Under Visibility, you can choose to be the owner yourself or have it be owned by someone else and/or a group.
18. Click Save at the top of the window
19. 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 name on the left in large font
    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. 

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