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Team Performance Analysis and Reporting Guide

Learn how to run reports and assess team performance using the Analysis app in TeamDynamix. Customize reports and export data easily.

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Team Performance Analysis and Reporting Guide

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  1. TeamDynamixHEAD / Team Lead Supplement

  2. Analysis • To run reports to assess team performance, select the Analysis appfrom the drop down.

  3. Reports • Click the Analysis tab. • On the left, there aremany different standardized reports,each one runs a reportbased off of its title. • Select an appropriatereport

  4. Reports • Each report has a series of fields to tailor the report based off of your needs. • Each is a little different from the other in display, but can generally be limited by any selectable option.

  5. Reports • Each report has a Run Report button that will pull and display the information requested. • These reports can be printed directly from TD or exported to Excel.

  6. Report Creation • You can also create custom reports using the +New button and selecting Report.

  7. Report Creation • Select the type of report you want and then fill out the resulting information according to the directions

  8. Projects • The Projects tab also offers a variety of reports that are more Project specific. • These work similarly to the reports on the Analysis tab.

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