How do I Create a Custom Report?

Answer

All faculty, staff and students with a license have the ability to generate personalized reports within TDNext.

*Please note: Reports are automatically set to be visible only to you. Only set visible to others if the data is helpful to a broad audience.

  1. Log in to TDNext.

  2. If you do not see the application tab for your organization at the top of the screen (as shown below), click on the Applications Menu icon, which is the "waffle" symbol on the top far left side of the screen.

    Image of T D Next screen with the waffle tab and other organization tabs highlighted.

  3. If you click on the applications menu/waffle, then you will see a screen showing all of the available applications. Find your application, and click to open.

    This is an image of the TD Next applications tab where an application can be selected.
     
  4. Once you have opened your application, click on "+Report" at the top of the screen, and select report from the drop-down menu.
     
  5. Choose the type of report you would like to generate (Knowledge Base, Survey Response, Ticket or Ticket Tasks).
     
  6. Name your report.
     
  7. Complete a brief description of what your report will generate.
     
  8. Select the columns that you would like to view on your report.  
     
  9. Remove any columns that are unnecessary by selecting the "remove" under the action column.
     
  10. Add filtering to your report.
     
  11. Set the order of your report (Ascending or Descending).
     
  12. Choose the maximum number of rows visible. The default is 500.
     
  13. Select the visibility of this report.
     
  14. Optional: Add a chart. This is a numerically driven data set only.
     
  15. Determine if you would like the report to be delivered via email, and choose the interval (daily, weekly or monthly).
     
  16. Save and Run.
     
  17. The report will be visible in the future on the left side of your desktop under your "Reports" folder applicable to the type of report created (Ticket, Survey, Knowledge Base or Task).

If you need further assistance, please submit a service request.

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