Charts and Reports for JSM

Build an agent workload report

How do you report open requests per agent in Jira Service Management? In Charts and Reports for Jira Service Management, create a custom chart with Assignee on the X axis, Request Count as the measure and Priority as the group, add it to a team view next to the status and SLA widgets, and filter the view to one agent to see their workload and the tickets behind it.

Before you start

  • A team view you can edit with Assignee, Priority and the projects you need available.

  • For an open-workload report, scope the view to open or unresolved requests using the status or JQL filters appropriate to your workflow.

Video: Build an agent workload report

Follow the short demonstration, or use the written steps below. Menu labels can vary by installed version.

Watch time: 1:52. The demonstration uses fictional service desk data.

Watch Build an agent workload report on YouTube (captions and playback controls)

Steps

  1. In the view, + › Widgets panel › Create Custom Widget: name, category, type Chart.

  2. Filters step: Custom Chart › X Axis: Assignee › Measure: Request Count › Group By: Priority › Preview › Create. The widget is added to the view.

  3. Add SLA Met Vs Breached Summary from the Widgets panel next to it.

  4. Assignee filter › one agent › Apply: every widget updates together.

  5. Widget menu › Analyze › Full DataView to list that agent's tickets.

  6. Share › with Jira Groups › Read only › pick the group › Save.

Check your result

Assignee describes current ownership; it does not establish who resolved a ticket historically.

If you count all requests without an open-work filter, label the chart accordingly. Check status and priority alongside the count before drawing workload conclusions.

Create a custom widget

Use view filters

How to use JQL queries as Dashboard filters?

Share a view with Jira user groups

All reporting video tutorials

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