TeamDynamix: How to copy a report

Overview

Audience: Technicians on TeamDynamix

Copy an existing TeamDynamix report in order to create your own customizable version.  Using an already existing report as a starting point saves times without changing the original report. Reports can be copied from any TeamDynamix application that has reports, such as Tickets or Projects. 

Before you start

  • You must have access to the application and its reports.
  • The name of the report you wish to copy. 

Steps

  1. Visit TDWorkManagement and sign in using your UARK account.
  2. Select View Applications
  3. Select the application with the report, such as Tickets or Projects.
  4. From the left-navigation menu, scroll down to where Reports start being listed. From there downward are all of the reports you have access to.
  5. Select the report name you wish to copy. This will open it.
  6. Select Actions. IMPORTANT:  If the Actions button is not visible, then you do not have permission to copy the report. 
  7. Select Copy. This will open the Copy Report pop up window.  
  8. (Optional) In the pop up window, update the New Name field and / or update the Copy Visibility Permissions checkbox. Note: leaving the copy visibility permissions unchecked will set the visibility to only you.
  9. Select Save

What's next

After saving the copy of the report, it will be located within the same left-navigation menu as the original report. It will appear using either the updated name you provided or the original report name with "(Copy)" appended. You may edit your copied version of the report as needed.  The original report will remain unchanged.

Need Help?

Need more information? Check the Related Articles or Related Services sections on this page (side or at the bottom) for additional resources that might help. 

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