How to Create Reports

Steps to Create a Report

1. Log in to TDNext.

2. Select the “Tickets” application.

3. Click the “+ Report” button and choose “Report

4. Select “Ticket Reports.”

Customizing Your Report

After selecting the type of report, you’ll see these sections to customize:

1. Name: Give your report a clear name so others can understand what it’s for.

2. Description: Add a brief description of the report’s purpose.

3. Report Columns: Choose which columns to include. You can add, remove, or rearrange them.

   • Use the blue “Help” button to learn what each column means.

   • Special columns like “Count” or “Aggregate” can summarize data (e.g., count projects or show max/min values).

4. Filtering: Decide what data to include.

   • Check “Prompt” to let others choose filter values when running the report.

5. Ordering: Choose how to sort the data (e.g., by status or date).

6. Maximum Rows: Set how many rows to show (more rows may take longer to load).

7. Visibility: Choose who can see the report (default is only you).

8. Chart: Add a visual like a bar or pie chart to make data easier to understand.

9. Desktop Delivery: Choose how the report looks when viewed in the Desktop app (chart or grid view).

10. Email Delivery: Set up email alerts to send the report daily, weekly, or monthly in formats like Excel or PDF.

Saving and Running Your Report

• Saving: Once you’ve customized your report, click the “Save” button to store it for future use.

• Running: To view your report, click the “Save and Run” button. This will generate the report based on your settings.