Help with scheduling reports\dashboards

[amrita.sodhi]

Hi all

I am new to JSM and struggling with reporting.

How do I create reports\filters\dashboard that allows me to report on monthly stats without having to go into each report per month and update date filters?

How to add advanced filters for actions on issues "last month".

eg: tickets created last calendar month; tickets resolved in the last calendar month; survey reports in the last calendar month. 

[Alex Koxaras _Relational_]

Hi @amrita.sodhi and welcome!

First thing you want to do is to create some filters, which will use later on your dashboards. Fine here (https://support.atlassian.com/jira-software-cloud/docs/advanced-search-reference-jql-functions/) a list of all JQL functions to help you construct meaningful filters.

E.g. if you want to include issues that were created from the beginning of this month, till the end of the current month, then you would add on your JQL the following statement:

created >= startOfMonth() AND created <= endOfMonth() 

If you want to know about the previous month, then you would write

created >= startOfMonth(-1) AND created <= endOfMonth(-1)

Then, I would create a dashboard, choose my gadgets carefully and associate them with the filters I've saved, so as to have meaningful charts and tables.

Hope that helps!
Alex

[Jack Brickey]

This does require that you also have JSW or JWM as I think Dashboards is not a feature of JSM. Unless that has changed.

[Alex Koxaras _Relational_]

I think that dashboards are included, no?

https://support.atlassian.com/jira-service-management-cloud/docs/manage-dashboards-and-gadgets/

[Jack Brickey]

That would seem to say so. I don’t have a ‘JSM only’ environment to verify but looks promising.

[Alex Koxaras _Relational_]

Me too :D