Reports and Insights
The monthly service review
One page that answers how the service did in a month, ready to send to your manager.
- Open Insights, then Overview, and choose "Review for your manager". The review opens with the same spaces and period.
- Choose a month to get the "Monthly service review". Any other period works too, and the title then shows its dates.
- It has six parts. The first three are SLA met, breaches by who requests waited on, and open requests by who holds them.
- The other three are created against resolved, due dates kept with nudges answered, and the wait on customers against the time with your team.
- Each part starts with one sentence that answers it. People appear as roles, such as "an approver", never by name.
- Choose Share to copy a summary, copy it for Confluence, download Excel or CSV, or print it on one page as a PDF.
- "Quick recap" on Overview, and the recap strip on Home, tell the same story in a few cards. They read the same numbers, so the two always agree.
- Copy link opens the review in Jira for people with access to the same spaces.
See it step by step
The same illustrated example as in the app's Help. Press Play, or go one scene at a time.
What you should see
The exported review matches the selected dates and spaces and explains its measures.
If something is not right
A downloaded file has different dates. Return to the review and check the period before exporting again. Previously downloaded files do not update.
Still stuck? See Troubleshooting, or write to [email protected].