Let customers explore a shared report using additional filters, such as Priority or Created. A Jira administrator chooses the available fields in Portal Filters.
Configure Portal Filters
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Open Jira admin settings โ Marketplace apps โ Charts and Reports โ Settings.
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Select Customization โ Customer Portal.
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Under Portal Filters, click Select Fields and choose a field from the list. You can type to search for a field.
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Repeat for each field you want customers to use. Selected fields appear below the selector.
Changes are saved automatically. To remove a filter, click the remove icon on its selected field.
Use the filters in the customer portal
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Open your profile menu in the Jira Service Management customer portal and select Charts and Reports.
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Open a View shared with your organization.
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Choose values in the available filters to narrow the report.
Why are the filters different from the agent View?
Adding a field through More Filters in an agent View does not make it available as a customer portal filter. Configure the fields separately in Settings โ Customization โ Customer Portal.
Portal Filters is an app setting, rather than a separate field list for each View. Choose from the fields available in Select Fields; not every Jira field is available.
Filters help customers narrow the report. They do not grant access to additional requests or replace View sharing and access settings.
If a custom field is missing, ask your Jira administrator to check Data Sync & Projects โ Projects โ Fields and confirm that the field is included in the app.
See Settings for Administrators