Unitlane Apps
Try RequestOps

Customers, teams, vendors and approvals

Customer accounts and statements

See each customer organization at a glance and send a monthly statement.

ForAgents and managers with access to the service requests

Before you startCustomer organisations must exist in Jira Service Management.

  1. Open Waiting on, then Customers. Organizations come from the Organizations field in Jira Service Management.
  2. Each row shows open requests, time waiting on them and on your team, the oldest wait and a health rating.
  3. Health starts at 100. It drops for SLA breaches, unusually old waits, reopened requests and questions the customer has not answered.
  4. A score of 80 or more is "Healthy", 50 to 79 is "Needs attention" and under 50 is "At risk".
  5. Open an organization and pick a month under "Monthly statement". Choose "Copy statement", or "Download CSV" for a file.
Waiting on, then Customers. Example data.
RequestOps: Waiting on, then Customers

What you should see

The organisation view explains its request volume and waits; a statement uses the chosen spaces and dates.

If something is not right

An organisation has no requests. Check its Jira membership, period and your access to the underlying service requests.

Still stuck? See Troubleshooting, or write to [email protected].