Summary
TeamDynamix offers a number of out-of-box reports which can be found on the left side of the ticketing window in TDNext. These are also used on the desktop as "queues" to manage work. However, there are times when it is necessary to locate tickets or groups of tickets that do not appear in any of these reports. This tutorial will demonstrate how to search for specific sets of TeamDynamix tickets and how to save those searches for frequent use.
Ticket Searching, Filtering, and Saving Searches
Tickets can be searched and saved from the TDNext, or back end, of TeamDynamix (TDNext).
Saved Searches are custom ticket reports that you can use to search for tickets and perform bulk operations on them.
Searching and Filtering Tickets
Task: To search and filter tickets
Step 1 - Go to the TeamDynamix Desktop .
Step 2 - Click the tab that corresponds to your ticketing application (ESM, SPA, Tickets, etc.).
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Step 3 - In the left-hand column, click Tickets.
Step 4 - At the top-center of the list, click the filter button.
Step 5 - Configure your filter and click Apply.
Outcome
You should be able to search and filter tickets.
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Saving Searches
Task: To save your search
Step 1 - Click Save Search.
Step 2 - Enter a name and click Save.
You can run your Saved Search at a later time by clicking My Saved Searches and selecting it from the list.
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Outcome
You should be able to save search results.
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Related Articles
TeamDynamix Custom Reporting documentation
TeamDynamix: Viewing and Searching Your Ticket Request(s) in the Client Portal
Need additional help?
Visit the TeamDynamix area in the Knowledge Base
To request service, report an issue, ask questions, or request training, submit a TeamDynamix Application Administration Support Request