Reporting tutorials

Follow short videos and written guides for common reporting tasks.

Choose a short tutorial for the report you want to build. Open a guide to watch its embedded video and follow the written instructions. Each guide includes setup context, so video playback is optional.

The demonstrations use fictional service desk data. Check the guide’s prerequisites, edition requirements and sharing scope before starting.

Watch the complete JSM reporting playlist on YouTube

Customer reporting workflow

1. Build a monthly ITSM service review — 1:29

2. Share reports with customers in the portal — 2:13

3. Report SLAs across multiple service projects — 1:27

4. Create a branded PDF service report — 1:29

5. Email reports automatically on a schedule — 1:30

Service performance and workload

6. Build an incident report in Jira Service Management — 1:19

7. Review customer satisfaction alongside SLAs — 1:24

8. Compare open backlog with created and resolved tickets — 1:26

9. Report monthly resolved tickets by resolver group — 1:52

10. Build an agent workload report — 1:52

11. Investigate SLA breaches by department and priority — 1:50

External sharing and troubleshooting

12. Share a report with a public link — 1:28

13. Check different ticket counts in portal reports — 1:29

Using the videos

Start with the monthly service review if you want an end-to-end customer reporting workflow. For a specific setup question, open the matching guide above. Use the embedded player’s captions and playback controls where available, or the direct YouTube link below each player.

The written instructions remain available beside every video. Interface labels can vary by installed version. Reporting scope and sharing permissions determine the data your audience can see.

Last updated: November 02, 2026