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The information in this page can be used to quickly see the main use cases that can be implemented with Advanced Portal Reports. It shows the main features into perspective of specific requirements.

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Target Audience

Advanced Portal Reports is build for companies using Jira Service management who need to support more complex scenarios of Portal usage. Advanced Portal Reports works well for companies of any size - both small entities and enterprise customers use it to deliver better visibility into Jira’s data at the Portal.

Key use cases

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Extending the Portal with custom/ standard fields

Exposing SLA fields to Portal customers

🙏 Needs:

A company uses JSM to manage customer requests. They have extended Jira with standard and custom fields and need to be expose these fields at the Portal. Portal users should be able to view and search by these One common use case that companies uses Advanced Portal reports is to show SLA fields on the Portal. Usually they want to expose fields such as “Time to first response” and “Time to resolution” at the portal and allow customers to view, search and sort by SLA fields.

🫤 Pain points:

  • Lack of ability to view a custom field SLA on request’s page

  • Lack of ability to view a SLA as a column in request list

  • Lack of ability to view a custom field on request’s pagefilter by SLA the request list

  • Lack of ability to sort by SLA the request list

(tick) Solution:

Using Advanced Portal Reports you can add a standard or custom fields on the Portal:

  • on request’s page

  • as a column in request list

  • as a filter

Supporter the Portal may be extended to show SLA fields in both locations - request’s page and requests list.

This will enable Customers to view the SLAs at both on request’s page and in the requests lists - where they could sort the requests list by SLA and use it as a filter.

See supporter fields here - APR Supported Fields

  1. SLA on request’s page

image-20240318-123706.pngImage Added

  1. SLA as column and filter in requests list

image-20240318-123413.pngImage Added

🫤 Pain points:

  • Lack of custom fields as columns

  • Lack of sorting in portal

  • Wasting time in manual scroll and sort of the list

(tick) Solution:

Using Advanced Portal Reports you can add the reference ID field:

  • on request’s page

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    Enabling search of requests by external reference ID

    Extending the Portal with custom/ standard fields

    🙏 Needs:

    A company uses JSM to manage customer requests. Many of their requests have external ID coming from another system. The ID is stored in custom field of type Number. The wants to expose standard/ custom fields at the Portal. Portal users should be able to view and search by external ID. For example: a company uses Service Now to track customer requests. Some of Service Now requests are also created as Jira tickets. In Jira tickets is stored the Service Now reference ID. Then Portal users need to fetch a ticket from Jira using Service Now reference ID. these fields.

    🫤 Pain points:

    • Lack of ability to view a custom field on request’s pageas a column in request list

    • Lack of ability to search by view a custom field on request’s page

    (tick) Solution:

    Using Advanced Portal Reports you can add the reference ID field:

    • on request’s page

    • as a column in request list

    • as a filter

    Customers can use the filter to find

    Да питам Ели отново за търсенето - дали те търсена в текстово поле тези IDs,

    Supporter fields here - APR Supported Fields

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    Ability to monitor requests sorted by priority

    🙏 Needs:

    A company uses JSM to manage customer requests.

    The Portal users should be able to …

    • Ability to order the request’s list based on a field such as priority or any other standard or custom field

    the Portal can be extended to show needed fields on request’s page and as a column in request list

  • as a filter

  • Customers can use the filter to find

    Да питам Ели отново за търсенето - дали те търсена в текстово поле тези IDs,

    Supporter

    .

    See supporter fields here - APR Supported Fields

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    Ability to monitor Time to resolution (SLA)

    🙏 Needs:

    A company uses JSM to manage customer requests. They want to expose Service Level Agreement fields at the portal and better manage customer’s expectation when requests will be completed.

    The Portal users should be able to

    .Ability to monitor the SLAs and be able to undertake preventive actions on time

    see these SLAs and search requests by them:

    • Time to first response

    • Time to resolution

    🫤 Pain points:

    • Lack of SLA fields as columns

    • Lack of SLA fields at request’s page

    • Lack of searching by SLA to breach

    Wasting time to get needed information via other channel/ process

    (tick) Solution:

    Using Advanced Portal Reports you can add the reference ID field:

    • on request’s page

    • as a column in request list

    • as a filter

    Customers can use the filter to find

    Да питам Ели отново за търсенето - дали те търсена в текстово поле тези IDs,

    Supporter fields here - APR Supported Fields

    image-20240318-070754.pngImage Added
    image-20240318-071154.pngImage Added

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    Ability to search in any text field (free text search)

    🙏 Needs:

    A company uses JSM to manage customer requests.

    The Portal users should be able to .

    🫤 Pain points:

    (tick) Solution:

    Using Advanced Portal Reports you can add the reference ID field:

    • on request’s page

    • as a column in request list

    • as a filter

    Customers can use the filter to find

    Да питам Ели отново за търсенето - дали те търсена в текстово поле тези IDs,

    Supporter fields here - APR Supported Fields

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    Ability to use saved filters - defined by administrator

    🙏 Needs:

    A company uses JSM to manage customer requests.

    The Portal users should be able to .

    🫤 Pain points:

    (tick) Solution:

    Using Advanced Portal Reports you can add the reference ID field:

    • on request’s page

    • as a column in request list

    • as a filter

    Customers can use the filter to find

    Да питам Ели отново за търсенето - дали те търсена в текстово поле тези IDs,

    Supporter fields here - APR Supported Fields

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    Ability to use saved filters - defined by customers on the Portal

    🙏 Needs:

    A company uses JSM to manage customer requests.

    The Portal users should be able to .

    🫤 Pain points:

    (tick) Solution:

    Using Advanced Portal Reports you can add the reference ID field:

    • on request’s page

    • as a column in request list

    • as a filter

    Customers can use the filter to find

    Да питам Ели отново за търсенето - дали те търсена в текстово поле тези IDs,

    Supporter fields here - APR Supported Fields

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    Ability to analyze trends of created vs resolved (speed of creation vs speed of closure)

    🙏 Needs:

    A company uses JSM to manage customer requests.

    The Portal users should be able to .

    🫤 Pain points:

    (tick) Solution:

    Using Advanced Portal Reports you can add the reference ID field:

    • on request’s page

    • as a column in request list

    • as a filter

    Customers can use the filter to find

    Да питам Ели отново за търсенето - дали те търсена в текстово поле тези IDs,

    Supporter fields here - APR Supported Fields