Unlock your JSM Data: Secure External Sharing Made Simple

[#1]

In today's collaborative business environment, the ability to share project data effectively is crucial for success. Jira and Jira Service Management (JSM) have become indispensable tools for our work, providing robust platforms for project tracking, issue management, and customer service. However, these powerful systems have several limitations when it comes to sharing information with external stakeholders.

Understanding JSM's Sharing Limitations

JSM excels at collaboration and data management, but organizations frequently encounter challenges when they need to share insights with external parties. These limitations become particularly evident in scenarios such as:

• Service providers needing to share internal Jira ticket data with JSM customers

• Organizations requiring data transparency with external partners or clients

• Different teams wanting to provide executives or stakeholders with regular updates without having to grant full access to the instance

• Compliance and reporting needs that extend beyond the organization's Jira instance

Without proper tools, teams often resort to manual data extraction and reformatting, leading to inefficiencies, potential security concerns, and outdated information being shared.

Charts and Reports: Bridging the Gap for External Data Sharing

Charts and Reports is the fastest way to build and share Jira Service Management (JSM) reports. It’s a flexible and simple reporting solution that lets you create custom charts, KPI metrics, and dashboards—all tailored to your team’s and customers' needs. You can even empower your customers with self-service reporting, so they can access the insights they need, when they need them.

At view26, we built Charts and Reports to make reporting effortless. As the team behind the app, we know how frustrating it can be to work around Jira’s reporting limitations—so we designed a solution that not only gives you complete control over your data but also makes it easy to share.

Our app provides four key methods to securely share Jira data with external parties—ensuring you stay in control of your information while keeping stakeholders informed:

1. Password-Protected Public Links

The public link feature allows organizations to share specific reports with anyone—even those without Jira access. By generating a secure link protected by a password, teams can:

• Control exactly what data is visible to external parties by creating a view specific for that party

• Maintain security by sharing a password-protected link—the report can only be viewed by those who have the password, which should be shared separately through a secure channel

• Provide real-time, up-to-date information without constant manual updates

• Grant temporary access that can be revoked when no longer needed

This approach allows teams to share precisely the information stakeholders need without the complexity of creating and managing Jira accounts for external users.

2. JSM Customer Portal Integration

For organizations using Jira Service Management customer portal, Charts and Reports enables seamless integration of reports directly into the customer portal interface. This powerful capability allows teams to:

• Create customized reports specifically designed for the customer

• Embed dashboards within the familiar JSM customer portal

• Provide service customers with self-service access to relevant metrics

• Bridge the information gap between internal tickets and customer-facing services

This integration ensures customers have visibility into the information that matter to them without requiring access to your internal Jira instance.

3. Customizable PDF Exports with Branding

When a more formal presentation is required, the PDF export functionality transforms your view and charts into a polished document. These exports offer:

• Customization with company logos and branding elements

• Professional formatting suitable for executive presentations

• A means to keep records for compliance, archiving, or audit purposes

The personalization features ensure that reports not only contain valuable data but also represent your organization professionally with consistent branding, making them ideal for client meetings, board reports, or regulatory submissions.

4. Scheduled Report Distribution

For recurring information needs, Charts and Reports provides automated, scheduled email distribution. This time-saving feature-

• Delivers reports to stakeholders at predetermined intervals

• Supports various scheduling options (daily, weekly, monthly)

• Ensures stakeholders receive consistent updates without manual intervention

This automated approach keeps all parties informed with minimal administrative overhead, ensuring regular communication flows even during busy periods.

Practical Solutions Across Industries

These flexible sharing options address critical needs across various sectors:

For Service Providers: Enhance transparency by giving clients visibility into project progress and service levels without granting access to internal systems.

For Project Management: Share sprint reports, charts, and resource allocation data with executives or clients in professional customised documents.

For Compliance Teams: Generate and distribute required reports, maintaining audit trails and ensuring regulatory requirements are met.

For Cross-Organizational Collaboration: Enable secure information sharing between partner organizations while maintaining control over sensitive data.

Enhance external collaboration without compromising security

While JSM excels at internal workflow management, the addition of Charts and Reports significantly expands its capability for external communication. By providing multiple secure methods for sharing Jira data—from password-protected links to branded PDF exports—organizations can maintain security while improving transparency.

This comprehensive approach to data sharing not only enhances communication but also increases the overall value of your Jira implementation, turning internal data into a powerful tool for external relationship management.

Try Charts and Reports for Jira Service Management today and unlock your data!

Does your organization need to share Jira data with external stakeholders? How do you currently handle these situations? We’d love to hear your approach—share your insights in the comments below.