TDX Reports: Make a New Report

You can make a new report in TeamDynamix (TDX) if none of the existing reports meet your needs. Refer to Understand the Reporting Function in TDX for details on how to find existing reports in the tool.

Making a new report

  1. Go to the U of M Tickets application, expand the Reports dropdown, then select New Report.
    Reports dropdown expanded with options New Report (highlighted), New Report Folder, View Reports.
  2. Select the type of report you would like to make.
    • Note: Different report types provide different filters and parameters.
      What type of report would you like to create? with array containing selections and help/info icons.
  3. Name your report. Keep in mind best practices for naming conventions.
  4. Select what you would like to see displayed in the report results. 
    • Expand the section titled Columns
    • You may add, remove, and reorder the columns to your liking.
  5. Add filtering to your report.
    1. Expand the section titled Filters
    2. Modify the following fields as needed:
      • Column: Select a parameter you wish to report on.
      • Operator: Select an option to act on the data. The options available may change depending on the parameter you selected.
      • Value: Enter a specific value. The options available may change depending on the parameter and operator you selected.
      • (Optional) By default TDX will use all the filters you add into the filtering section. Click Show Advanced to set conditional filtering using AND/OR expressions (Operators).
        • Example: You want your report to filter on Filter 1 OR Filter 2 AND Filter 3. In this case the expression would be "(1 OR 2) AND 3".
          Report Details, Add button, Add filtering to your report section with three filters set. Hide Advanced button. Text box: "Specify advanced filtering syntax using parenthesis and the boolean operators AND and OR. Refer to a filtering condition by its number in the list. For example, "(1 OR 2) AND 3". Advanced filtering field with criteria.
  6. Sort your report results.
    • Expand the section titled Results.
      • You can select to order by any of the display columns you selected above in step 5.
      • Set the maximum number of rows to retrieve - depending on your data, you may need to adjust this number higher or lower than the default value.
  7. (Optional) Expand the section titled Chart to add a chart.
  8. (Optional) Add information about the report
    • Expand the section titled Report Details
      • Add a Description for your report.
      • Choose a report folder (see Organize Reports in Folders).
      • Check or Uncheck the box for including hyperlinks when exporting the report 
  9. Set the visibility of the report.
    • Expand the section titled Owner and Visibility
      • By default, reports you create will only be visible to you.
      • At your discretion, you can allow specific groups, or everyone in TDX to view the report
      • (Optional) If you do not want the report to appear in the left-hand Navigator menu then check the box for Do not show this report in the navigator (dashboard module only).
        • The report will still appear in the Reports section.
        • Important: Selecting this option means that other users of the report will not be able to change this setting for themselves. If you decide at a later time that you want to allow the report to show in the left-hand Navigator then the Owner of the report will need to uncheck this box.
  10. Click Save and Run.
  11. Review the results to confirm the report meets your expectations. If it doesn't, continue editing the report as necessary.

Last modified

TDX ID

5744