TeamDynamix: Managing Reports

tdx TeamDynamics

Summary

This article has instructions for finding, managing, and deleting reports in the TDx Technician view.

Viewing Report Folders and Lists
- To Filter and View Reports by Owner and/or Words in the Report Title
- To View Report Lists from Left Navigation Pane
Reviewing Report Usage Before Deleting Reports
Deleting Un-Needed Reports that you own
- To Delete a Report from your Report List
- To Delete a Report from the Report Results screen

Viewing Report Folders and Lists

Task: To Filter and View Reports by Owner and/or Words in the Report Title

Instructions

Step 1 – In TDNext , click on the tab for your ticketing application (e.g. ESM or Tickets) or on the Analysis tab to work on reports in the Analysis application.

Step 2 – Click on Reports in the top tool bar.

ESM toolbar with "Reports" option marked

Step 3 – In the Owner field at the top right, type your name or username, then click on your name. To find reports owned by someone else, type in their information.

Step 4 – If desired, use the Search box to filter for reports with a specific word or phrase in the title.

Step 5 – Click the Search button at the top.

Reports search bar with boxes around Search field, Owner field, and "Search" button

Outcome

The reports listed will all be owned by you (or the person you specified). Scroll down to see all of the reports, sorted into the Folders to which they are assigned. If you added a Search term(s), only reports with that word or phrase in the title will appear.

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Task: To View Report Lists from Left Navigation Pane

Instructions

Step 1 – In TDNext , click on the tab for your ticketing application (e.g. ESM or Tickets) or on the Analysis tab to work on reports in the Analysis application.

Step 2 – In the left navigation pane, select the appropriate report section header (e.g. Standard Reports or Ticket Reports).

Outcome

In the main pane to the right, you will see a list of reports for that section. Scroll up and down to see all the reports, sorted into the sections or folders to which they are assigned.

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Reviewing Report Usage Before Deleting Reports

Note: Only the owner of a report can delete the report. Reports must be deleted one by one.

Before you begin, consider if each report is available to be deleted or if you need to consult with others first.

Factors to review

Visibility – Is this report visible to only the Owner (you) or to other people or groups? You can click on the Details link to view the Report Details and see which groups or people have visibility to that report. You may want to coordinate with them before deleting the report.
Last Run Date – Has the report been used recently? If a report is only used occasionally, consider reflecting that in the title, like "Quarterly" or "Annual", to indicate that it is needed even if it has not been run in the past few months.
Dashboard Report – Reports used only on a TDx Desktop/Dashboard may not show an accurate Run Date. Dashboard refreshes do not register as the report being "run". So if the report is used on dashboards, coordinate with those technicians before deleting the report. Note: There is no way to tell from the report itself whether it is used on dashboards.
Delivery Schedule – Does the report have a delivery schedule where it is run automatically and delivered to certain users? If so, you may need to coordinate with those people before deleting the report. You can see the delivery schedule at the bottom of the Report Details page from the Details link.