TDX: TeamDynamix Reporting

In order to have reports generated and sent to TD client users on a frequency we have decided the following:

• A new user will be created in TD with a technician's license
• The report will be created and given a standard naming convention of "[" 2 character college code - 2 digit number "]" followed by the report description. Example [TC 01] Tidewater Tickets Opened Yesterday
• In the report definition set the email delivery recipient to this new user and set the frequency per the client user's request
• Go to the Outlook Web interface and sign in as tdreports@vccs.edu/s1sv8QucP9SJ and add a new rule to specify that anything that hits the email box with [TD 01] in the description should be forwarded to the client user's email.
  • go to settings > options > mail > automatic processing > inbox rules
  • click + to add new rule
  • enter all required information
  • make sure it's below the mailbox cleaning rules in the list.
• Add the report information in the table below