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Reports for Portal Customers

Hi all,

I would like to add filters/columns to the Customer portal. We have a number of customers who are responsible for different markets in their organisation and have a requirement to allow them to filter by market (or at least have visibility by searching a custom field).

I am looking at EazyBI but it is a bit too clunky for daily operational use so hoping there is something that works directly on the portal.

Thanks

2 answers

1 vote

Hi @Luke Murphy ,

Natively you can add more columns to the Request list. Look at Atlassian documentation.

But it's very limited. I recommend you to try our app My Requests Extension for Jira Service Management. Thanks to this app you (as Jira administrator) have full control over what customers see. According to the settings, they can add more columns to the table, set criteria for every field to filter, export results to .csv. Moreover, we're going to add the possibility to save searching as a filter. It will be released soon. You can check how it works in server version.

If you have any additional requirements, let me know via katarzyna.pawlak@deviniti.com I will be happy to help you and discuss your use case :)

Best regards,

Kate

Senior Product Owner, Deviniti

Thanks for the response.

Can you confirm if this is a separate app or if it enables extra columns in the native portal view?

Thanks

Luke

It's a separate app. Due to technical limitations, we can't modify the native Requests list.

Hello,

If you need to customize the Portal Requests view, out of the box you have very limited options. We have created and app for this - Advanced Portal Reports - which shows a customizable issues view, where custom fields can be shown, sorted by, filtered, exported to Excel, etc. You can give it a try.

Cheers,

Boyan

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