How do you prepare a monthly service review from Jira Service Management? In Charts and Reports for Jira Service Management, create a view from the IT Service Management template, scope it to your projects and to Last Month, keep the volume, request mix, SLA and open-work widgets that matter, add a note with the exception and next action, and export the view as a PDF for the meeting.
Before you start
-
A view you can create or edit, with the service projects required for your review.
-
Agree the audience, reporting period and whether each measure uses Created or Resolved date.
Video: Build a monthly ITSM service review
Follow the short demonstration, or use the written steps below. Menu labels can vary by installed version.
Watch time: 1:29. The demonstration uses fictional service desk data.
Watch Build a monthly ITSM service review on YouTube (captions and playback controls)
Steps
-
Create View › VIEW Name › Change Template › IT Service Management › Save.
-
Project filter › your projects. More Filters › Created › Templates › Last Month › Submit & Apply.
-
Widget menu › Remove for anything you don't need; + › Widgets panel › drag in SLA Met Vs Breached Summary.
-
Add a note with the month, the exception, the owner and the next action.
-
Download › PDF for the meeting record. Next month, the same view shows the new month.
Check your result
A Created date filter selects requests created in that period. It does not mean those requests were resolved in the same period.
Use the Resolved date for resolved-in-month counts. Keep each metric’s date basis visible.
Related guides