Sharing Report with customers

[Clare Lawson]

Hi All!

I need a hand.  We have a customer who wants to see where all of their tickets are in one spot and the status.  

Current situation:  The customer does not use the portal, but just uses the email to send tickets to us.  We set this up for a reason, as we did not want to make them have to login to the portal.  

Is there an easy way to allow perhaps a couple of their Project Managers to see a report in the portal?  

Is there a way to share a report to SmartSheet or somewhere else? I don't want to get into the back and forth of a spreadsheet in an email.  It never works out.  

Thank you!

Clare

[Fabian Lim]

Hi @Clare Lawson

One solution that we have used is with Dashboard hub for jira.  You can create a dashboard that can be accessed externally.  In this case, you can share the link to only their PMs.

Link: https://marketplace.atlassian.com/apps/1223898/dashboard-hub-for-jira-reports-charts?tab=overview&hosting=cloud&utm_source=google&utm_medium=cpc&utm_campaign=dashboard_for_jira_search_mp&gclid=Cj0KCQjw7aqkBhDPARIsAKGa0oIkNMASKEjMOdTZXm7acWFFEBMJc4b5TC3zn4Dqo5AbevA2MkI7gXoaAiPfEALw_wcB 

good luck

[Ivan Garcia _Appfire_]

Hi @Fabian Lim thanks for suggesting our app! 

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Hey @Clare Lawson this is how an externally shared dashboard looks like [Agile dashboard]. They can also be protected with passwords.

If you have any questions about Dashboard Hub don't hesitate to contact me or our support team :) Remember that the app has a free 30-day period - and it's free forever if your team is under 10 users

[Clare Lawson]

Is there a way to create a dashboard based on specific tickets using a filter?

[Ivan Garcia _Appfire_]

Hi @Clare Lawson you can create your perfect dashboard with custom charts and nearly 100 metrics. Then, you can narrow even more the data they pull by applying Dynamic Filters.

I suggest giving a try to creating a dashboard (you can do it free for 30 days) and if you need further help, you can book a demo from within the app with our team :) We will help you create the dashboard you need.

Hope it helps,

Ivan