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Reporting Enhancements
Improved Charts and Graphs
Charts and graphs are improved throughout the system with a more modern-feeling experience and enhanced usability. This includes charts generated by Report Builder, chart-based desktop modules, and pages with built in charts in the system.
Hour Display Format for Report Builder Reports
Reports with date/time values can now be formatted by time of day, along with existing Week, Month, and Year. This enables reporting based on when events are occurring.
Manage Report Folders in TDAdmin
A new Report Folders page has been added to TDAdmin. Here, Administrators can edit and delete report folders and change their owners.
For more information on managing report folders, see this article (link, requires free TeamDynamix account setup).
Share Reports with Individuals
TDNext users can share reports with individual people, as well as groups. Users can access this setting under Owner and Visibility within the Edit page of a Report Builder report, with the other sharing options. Individual people and groups can be selected in the same lookup field.
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General Enhancements
Assign/Reassign Ticket on Ticket Update Page
Technicians in TDNext have the ability to update and assign/reassign a ticket as part of the same action.
Client Asset Details Page
Client users can now view a dedicated Asset Details page for assets they have access to. By default, custom asset attributes will not be visible to client users. This setting can be changed by checking the Client Visible checkbox on the attribute definition (TDAdmin > Asset Application > Asset Attributes).
For more information about the Asset Details client portal page, see this article (link, requires free TeamDynamix account setup).
Select Any Asset in Client Portal
Settings have been added to the Form Builder to allow client users to see assets that they don't own when selecting assets on forms.
Feed Entries for Add/Remove Attachments and Tags
Feed entries will be generated when a user adds or removes an attachment or tag as its own action. When the user adds or removes an attachment as part of another action that generates a feed entry, the attachment and tag changes will be included in the feed entry.
New Font Awesome Icons
1400+ new icons are available in the Font Awesome icon picker. User-selected and system icons throughout TeamDynamix have been updated to the current version of Font Awesome.
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Deprecated Features
Pages and Desktop Modules with Charts Removed
The following pages with charts have been removed:
- Total Login History (previously only visible as TDSysAdmin for on premise environments)
The following desktop modules have been removed. They will be automatically removed from existing desktops that include these modules.
- Average Bill Rate by Month
- Chargeability by Month
- Profit by Month
- Current Projects by Health
- Current Projects by Status
- Hours by Time Type
- All Requests Chart
- Approved Requests
- Open Tickets Chart
Charts have been removed from the following standard reports:
- Bill Rate Report
- Chargeability Report
- Profit Report
- Hours Summary Report
- Projects vs. Tickets Report
- Issue Aging Report
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