Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.

Table of Contents
minLevel3
maxLevel3
outlinetrue
stylenone
typelist
printablefalse

Use cases are complemented with a lot of screen shots - to help you quickly grasp them.

Panel
bgColor
#E6FCFF
#DEEBFF

Target Audience

Advanced Portal Reports is

build

built 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

. Customers use it to deliver better visibility into Jira’s data at the Portal.

Table of Contents
minLevel3
maxLevel3
outlinetrue
stylenone
typelist
printablefalse

Key Features

Panel
bgColor#E3FCEF

Advanced Requests Report

Using Advanced Requests Report the Portal can be extended to show needed fields on request’s page and in a requests list.

In the requests lists Customers can:

Panel
bgColor#E3FCEF

Created vs Resolved Chart

Using Created vs Resolved chart customers can analyze the speed of creating requests vs the speed of completing requests. By comparing the number of issues created with the number of issues resolved, users get insights into whether the support team is able to handle the volume of incoming work effectively.

Panel
bgColor#E3FCEF

JSM Administrator

  • save filters as global views, so that customers can directly start using them

  • control which projects “Advanced Portal Reports” is enabled for

  • control the “access point” and its text

  • control which fields to be added, and their order as columns

  • control access to advanced features

For more configuration details see the documentation https://tools4teams.atlassian.net/wiki/spaces/APRFJSM/pages/1507885092/Configure+Advanced+Portal+Reports

Panel
bgColor#FFBDAD

🫤 Portal pain points

Pain points which Advanced Portal Reports addresses:

  • Portal is too limited and can not be customized to show custom fields on request’s page

  • Portal is too limited and can not be customized to show custom fields and columns on requests list

  • Portal lacks needed features to work with requests such as - filter, sort, export

  • Portal lacks reporting features allowing customers to analyze the performance


Key use cases

Panel
bgColor#F4F5F7

Exposing SLA fields to Portal customers

🙏 Needs:

One common use case of Advanced

Portal Reports

Requests Report is to show SLA fields on the Portal. Usually companies want to expose fields such as

“Time

Time to first

response”

response and

“Time

Time to

resolution”

resolution at the Portal and allow customers to view, search and sort by SLA fields.

🫤 Pain points:

  • Lack of ability to view

a
  • an SLA on request’s page

  • Lack of ability to view

a
  • an SLA as a column in

request
  • requests list

  • Lack of ability to filter by SLA the

request
  • requests list

  • Lack of ability to sort by SLA the

request
  • requests list

(tick) Solution:

Using Advanced

Portal Reports

Requests Report 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

the request’s page and in the requests lists

-

where they could sort the requests list by SLA and use it as a filter.

See full list of supporter fields

here -

below APR Supported Fields

🖥️ What Portal customer and Administrators sees:

SLA on request’s page

image-20240318-133922.pngImage Removed
Request Fields view_ SLA.pngImage Added

SLA as column and filter in requests list

image-20240318-134113.pngImage Removed
apr-sla.pngImage Addedapr-sla-2.pngImage Added
image-20240318-134159.pngImage Removed

image-20240318-141906.pngImage Removed

image-20240318-151031.pngImage Removed
Panel
bgColor#F4F5F7

Extending

the

Portal with

custom/ standard fields

🙏 Needs:

Companies often need to expose standard/ custom fields on the Portal. This provides better visibility to customers and allows them to self-service, which reduces the overhead of agents.

🫤 Pain points:

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

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

(tick) Solution:

Using Advanced Portal Reports the Portal can be extended to show needed fields on request’s page and requests list. See supporter fields here - APR Supported Fields.

Panel
bgColor#F4F5F7
More

powerful search

needed

🙏 Needs:

In some cases customers need to be able to search by values stored somewhere in a text

fields

field. For example a text in the description, or a value stored in custom text fields such as “External Reference ID” custom field. They want to be able to do exact match

and

or partial match. In other cases

customer

customers need to be able to search by reporter, by custom field or SLA.

🫤 Pain points:

  • Limited ability to search for requests on the Portal

(tick) Solution:

Using Advanced

Portal Reports

Requests Report customers can search requests:

  • by text (JQL text~). By default the search result returns both exact and partial matches in any text field. Text search is limited by the functionalities of the underlying Jira and JQL. For more information refer to the documentation

-
-

See below a few search screens.

image-20240318-151632.pngImage Removed

image-20240318-150725.pngImage Removed

🖥️ What Portal customer and Administrators sees:

search.pngImage Added
sla.pngImage Added
created.pngImage Added

request.pngImage Added
Panel
bgColor#F4F5F7

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

Panel
bgColor#F4F5F7

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

Panel
bgColor#F4F5F7

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

Panel
bgColor#F4F5F7
Ability to search in any text field (free text search

Extending Portal with Global Views (Pre-configured filters)

🙏 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

In certain Jira implementations, the 'FixVersion' field is utilized to track deliveries. For example, a company may expose its JSM Portal to internal business units, allowing them to create change requests. These requests are then planned for implementation using the 'FixVersion' field. To monitor the status of a release, Portal users navigate to the Portal and conduct a search for all tickets associated with a specific release ('FixVersion'). However, users must repeat this search each time they wish to view the status of a release.

By enhancing the portal with Advanced Portal Reports, users can save their filter and reuse it to easily check the status of a release.

The portal users can export the list and use it for UAT preparation. If they have questions in regards to the implementation they can see the assignee.

🫤 Pain points:

  • Wasting time on repetitive searches

(tick) Solution:

To meet customer’s needs the administrator has used Advanced Requests Report.

🖥️ What Portal customer and Administrators sees:

1️⃣ Configured the Advanced Requests Report to show FixVersion as a column in the requests list.

fix-versions.pngImage Added

2️⃣ Configured Requests View to show FixVersion field on 'the requests page.

fix-version-additional field.pngImage Added

3️⃣ Created a Global View showing all requests which will be delivered with Q1 release. To create the global view the administrator opened Advanced Requests Report and filtered the table by “FixVersion” = Q1, then saved this filter as a global view “Release Q1 2024”. Once created by the administrator a global view becomes available to all customers in this JSM project.

fix-portal.pngImage Added