Follow these steps to share a view as a template with an organization:
- Select the desired View which needs to be shared as a report in Jira Customer ServiceDesk Portal.
- From the View Tool panel , click on the share Icon ( )
- Enter the Jira Customer Organization(s) for which the view needs to be shared as a report from right within the JIRA ServiceDesk Customer Portal
View displayed to Customers in Portal Page is more restricted than the one displayed to the View Owner. The Jira issues displayed in Customer Portal View Reports is restricted to the logged in customer's requests & organization(s), in line with Atlassian ServiceDesk default reporting.
This is due to the fact that as a general design principle, we try to stick with Atlassian Design Guidelines/Best Practices
More on View Sharing Options
Customers can access the shared reports from the JIRA ServiceDesk Customer Portal.
Notify your customers on how to access the shared report in Jira ServiceDesk Customer Portal