Set up automated reports for SLAs with Report Scheduler

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Effective task management and timely problem-solving are essential to success in today's business. However, as the volume of work and complexity of projects grow, the monitoring and reporting process can become time — and resource-intensive. Managers and teams often have to spend a lot of time manually creating reports on the status of tasks and issues. This leads to wasted time, untimely responses to problems, and decreased productivity. 

The Report Scheduler feature in SLA Time and Report add-on solves these problems. This feature automates creating reports, allowing you to focus on important tasks without wasting time on monitoring and reporting.

1. Saves time: Automated receiving reports eliminates the need to manually compile reports on the status of tasks and issues, significantly saving time for management and team members.
2. Timely reports: Reports are sent at a specified time, which allows you to receive information about the status of tasks and problems quickly and provides a quick response to adverse situations.
3. Increased productivity: The ability to automatically monitor the status of tasks and issues allows you to focus on solving essential tasks, contributing to the overall increase in team productivity.
4. Reduced errors: Automated receiving reports helps to avoid the mistakes that can occur when manually creating reports, ensuring the accuracy and reliability of the information.
5. Improved communication: Regularly receiving reports helps maintain open and effective communication within the team, as all members receive the same information about the status of projects.

How do I set up automated SLA reports?

Download SLA Time and Report from Atlassian Marketplace. 

Next, go to the grid table. 

You need to add tickets and set your View in the grid table. 

Click the Save View button to save the view.

 

After, click on the canvas opposite the SLA View you want:

 

Next, a modal window with the following options will appear:

• Employees to whom you want to send reports (Private reports can be sent to users who do not have access to private projects, and it is your responsibility to select the recipient).
• How often do you send reports
• At what time and in what time zone
• Start date of the reports

 

After filling it out, save it.

You will now see an icon across from your SLA view that, when hovered over, will display information about the status of the Report Scheduler:

Use Cases:

Publishing an SLA fulfillment report for management:

SLA compliance reports provide management with up-to-the-minute information on service level compliance, enabling them to make informed decisions about service improvement and business development.

Set up Report Scheduler:

• Configure the Report Scheduler to send SLA performance reports monthly on the 1st Monday at 9:00 AM.
• Ensure the next run is scheduled for May 1, 2024, at 9:00 AM.

By integrating these steps, we ensure the timely sending and delivery of SLA performance reports, providing management with actionable insights for enhancing service levels and driving business development.

Publishing a report for the sales and customer success team:

SLA performance reports give sales and customer success teams the information they need to resolve customer issues quickly and successfully close deals, resulting in increased customer satisfaction and revenue.

1. Configure Report Scheduler:
   • Adjust the Report Scheduler to send SLA performance reports every two months on the 1st day of the month at 9:00 AM. This ensures regular updates without overwhelming stakeholders with too frequent reports.
2. Check for Relevant Periods:
   • Prioritize checking multiple months ahead to ensure that reports cover relevant periods for the Sales and Customer Success teams. This involves:
     • Confirming that the reporting frequency aligns with the teams' operational needs and decision-making cycles.
     • Adjusting the reporting period if necessary to capture critical data and trends.
     • Anticipating upcoming events or campaigns that may impact SLA performance and adjusting reporting schedules accordingly.

By implementing these steps, we ensure that the sales and customer success teams receive timely and relevant SLA performance reports, empowering them to address customer issues promptly, close deals effectively, and ultimately drive increased customer satisfaction and revenue.

Publishing the report to increase trust and attract high-priority customers:

Publishing previews of SLA performance reports for key customers helps build trust, provides an opportunity for feedback, and improves customer relationships.

Schedule Report Scheduler:

• Configure the Report Scheduler to send SLA plans and reports weekly on Tuesdays and Thursdays at 10:00 AM. This frequency ensures regular updates for stakeholders while allowing for timely adjustments to service strategies.

By implementing these measures, we provide valuable insights into SLA performance and demonstrate proactive engagement with key customers, fostering trust, collaboration, and stronger long-term relationships.

The Report Scheduler feature automates report sending, saving time and resources typically spent on manual tasks. Sending timely reports on tasks and issue statuses enables swift problem-solving and boosts productivity. With this feature, users can significantly save time previously spent on sending manual reports and focus on solving important tasks and topics. Try Report Scheduler in our SLA Time and Report add-on. You have a 30-day free trial.