Using Report Folders

Tags Reporting

Overview

Organizations can create a lot of reports, which can become difficult to manage. Report folders work alongside report visibility to make it easy for an organization to manage reports they’ve built.

Report folders are available in all the applications that include report sources. This includes the Analysis, Assets/CIs, Ticketing, Projects, Portfolio Planning, and Resource Management applications.

User created report folders appear below the default folders in the left navigation of each application, and they appear in the Analysis application on the Reports page. A report folder can contain reports from different report sources, as long as the sources come from the same application.

This article describes the steps to set up and manage report folders.

Where to Find This

Report folders can be created, managed, and viewed in TDNext within the following applications, Analysis, Assets/CIs, Portfolio Planning, Projects, Resource Management, and Ticketing.

Creating a Report Folder

Report folders can be created a few different ways, depending on the application.

Method 1. To add a new report folder from the top navigation of a Ticketing application:

  1. In TDNext > click the applications menu > select the desired Ticketing application.
  2. In the Ticketing Application, click + Report in the top navigation, then select Report Folder in the dropdown.

Method 2. To add a new report folder from within the report builder in any application:

  1. In TDNext > click the applications menu > select the desired application.
  2. Click the + New link in the top menu, then select Report from the dropdown menu.
  3. On the report builder page, scroll down to the Choose a report folder section and click the green + button.

Method 3. To add a new report folder from the top navigation of any application other than Ticketing:

  1. In TDNext > click the applications menu > select the desired application.
  2. In all other applications, click + New > Report Folder on the toolbar.

Adding a Report to a Report Folder

To add a report to a folder in the report builder:

  1. In TDNext > click the applications menu > select the desired application.
  2. Either
    1. Locating an existing report and select Actions > Edit
    2. Creating a new report and Click the + New link in the top menu, then select Report from the dropdown menu
  3. Scroll down to the a Choose a report folder section.
  4. Click the Folder dropdown and select a folder for your report.

Managing Report Folders

Report Folders can be managed within TDNext and TDAdmin. Within TDNext, users can manage Report Folders that they own. In TDAdmin, admin users can manage report folders owned by others.

TDNext

Every application with custom reports includes a Reports summary page. This is where you can see and manage reports and report folders.

To access the Reports page:

  •  On the top navigation in the application click the Reports button.

To delete a report folder:

  • On the Reports page scroll down to the folder, click the Delete Folder button.

To add or remove report folder from the left navigation:

  •  On the Reports page scroll down to the folder, and check or uncheck the Show in Navigator checkbox.
  •  Click Save in the top menu.

TDAdmin

Within the Report Folders page in TDAdmin, admin users can change report folder owners, edit report folders, and delete report folders.

To access the Report Folders page in TDAdmin

  • On the left navigation, select Report Folders.

To edit and change owners of a report folder:

  • On the Report Folders page, select a report folder.
  • Enter a new owner in the Owner field through the dropdown, typeahead, or search button.
  • Edit any other desired fields.
  • Click Save at the top.

To delete a report folder:

  • On the Report Folders page, select one or more checkboxes from the left column.
  • Select Delete from the top menu.

Please note that Report folders can only be deleted if empty. Reports can be deleted from the Saved Reports page in TDAdmin. To save a report to a different folder, the owner of the report must set the folder in TDNext.

Gotchas & Pitfalls

  • Once a report is added to a folder, it will appear in that folder for any user who can view the folder. If the user can’t view the folder or a report is not assigned a report folder, the report will display in the default for the report source. 
  • Only the owner/creator of a report can change the report folder in TDNext.
  • Report folders are sorted by the order that the reports were added to the folder.

Source: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=63108

 

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