There are three dashboard templates for Jira Service Management:
Change management overview
Incident management overview
Request management overview
Change management overview
This dashboard gives your team an overview of the metrics required to track the performance of their change process, including failure rate and lead time. Use this dashboard to monitor trends in change request resolution over time across different change request risks, types, and services.
Open changes
The number of open Jira Service Management changes created in the selected date interval compared to the comparative date interval
You can filter this chart by the “Calendar” controls labeled “Current date interval” and “Comparative date interval”, project, change type, change risk, and affected services.
Changes waiting for authorization
The number of open Jira Service Management changes in authorize status created in the selected date interval compared to the comparative date interval
You can filter this chart by the “Calendar” controls labeled “Current date interval” and “Comparative date interval”, project, change type, change risk, and affected services.
Changes by type
The number of Jira Service Management changes created during the selected date interval, grouped by change type
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, change type, change risk, and affected services.
Changes by risk
The number of Jira Service Management changes created during the selected date interval, grouped by change risk
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, change type, change risk, and affected services.
Change failure rate
The change failure rate, grouped by change type
Change failure rate is the number of changes with a “Failed” status divided by the total number of changes, multiplied by 100.
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, change type, change risk, and affected services.
Change lead time
The average change lead time in days, grouped by change risk
Change lead time is the average time between when a change request is created and when it is transitioned to “Completed” status.
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, change type, change risk, and affected services.
Changes by risk and type
The number of changes created during the time interval, grouped by change type and change risk
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, change type, change risk, and affected services.
Time in status
The average time that changes spend in each status for changes created during the current time interval.
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, change type, change risk, and affected services.
You can also use the “Date bucket” control to change how the average times are calculated.
Change details
Shows the following details for each change that matches the filter criteria:
Issue key
Summary
Change type
Change risk
Assignee account ID
Created date
(Video) Custom Charts for Jira Service Management JSM Reporting DashboardHours to resolution
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, change type, change risk, and affected services.
Incident management overview
This dashboard allows your team to track trends in incident creation, response, and resolution. This enables you to identify problems and improve their Incident Management strategy.
Incidents raised over time
Shows the top five projects with the most incidents that occurred during the selected date interval
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, incident assignee ID, and affected services.
Incidents breaching SLA/not breaching SLA
A weekly count of SLAs that have been met or breached in the selected date interval
It includes the percentage of SLAs breached each week.
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, incident assignee ID, SLA name, and affected services.
Mean time to resolution
The average number of hours to resolve an incident for each week of the selected date interval
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, incident assignee ID, and affected services.
Mean time to respond
The average number of minutes to respond to an incident for each week within the selected date interval
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, incident assignee ID, and affected services.
Request management overview
This dashboard gives your team an overview of the metrics required to track the performance of multiple service desks. Track open requests, agent workload, adherence to SLAs, and customer satisfaction.
Requests created
The number of requests created in the selected date interval compared to the comparative date interval
You can filter this chart by the “Calendar” controls labeled “Current date interval” and “Comparative date interval”, project, request assignee account ID, and request type.
Requests resolved
The number of requests resolved in the selected date interval compared to the comparative date interval
You can filter this chart by the “Calendar” controls labeled “Current date interval” and “Comparative date interval”, project, request assignee account ID, and request type.
Average CSAT score
The average customer satisfaction rating for requests resolved in the selected date interval compared to the comparative date interval
You can filter this chart by the “Calendar” controls labeled “Current date interval” and “Comparative date interval”, project, request assignee account ID, and request type.
SLA breached
Shows the percentage of requests created in the selected date interval that breached SLA breached and the percent change compared to the percentage of requests created in the comparative date interval that breached SLA
SLA breached percentage is the number of requests with a breached SLA divided by the total number of requests.
You can filter this chart by the “Calendar” control labeled “Current date interval”, the “Dropdown” control named “SLA”, project, incident assignee ID, and affected services. Note that you can only filter by one SLA at a time.
Requests created vs resolved
The number of requests created during the selected date interval versus the number of requests resolved during the same date interval, grouped by week
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, request assignee account ID, and request type.
Time to resolution
The average time (in hours) taken to resolve requests created during the selected date interval
The resolution dates are bucketed by week.
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, request assignee account ID, and request type.
Open requests by type
The number of open requests created during the selected date interval, grouped by request type and limited to the top five most frequently occurring request types
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, request assignee account ID, and request type.
Agent workload - Open requests by assignee
User data is not yet available, so only assignee account IDs are displayed.
Account IDs are trimmed to the last five characters.
A current snapshot of the number of open requests per assignee.
You can use the “Dropdown” control named “RANKING” to sort the chart as follows:
Top 10 shows the 10 agents with the most open requests
Bottom 10 shows the 10 agents with the fewest open requests
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, request assignee account ID, and request type.
SLA met vs breached
The total number of SLAs met, the total number of SLAs breached, and the SLA breached percentage for each week in the selected date interval
You can filter this chart by the “Calendar” control labeled “Current date interval”, the “Dropdown” control named “SLA_1”, project, request assignee account ID, and request type. Note that you can only filter by one SLA at a time.
Average satisfaction rating over time
The average customer satisfaction rating for requests resolved during the selected date interval, bucketed by week
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, request assignee account ID, and request type.
Request details
Shows the following details for each request that matches the filter criteria:
Issue key
Summary
Request type
Status
Assignee account ID
(Video) How to use Reporting Templates in Custom Charts for JiraCreated date
Hours to resolution
You can filter this chart by the “Calendar” control labeled “Current date interval”, project, change type, change risk, and affected services.
FAQs
How do I create a dashboard in Jira service management? ›
...
Create a dashboard
- Choose Dashboards > Create dashboard.
- Name your dashboard and add a description so your team knows when to use it.
- Fill out the remaining fields and click Save.
You can create and customize your own dashboard to display the information you need. Only Jira admins can customize the system dashboard.
How do I customize my Jira dashboard? ›- Choose the Jira icon ( or ) > Dashboards.
- Choose your dashboard in the sidebar and click More (•••) > Rename or share.
- Edit the settings and click Save.
- Open the Project settings of your service project.
- Select Template Field Position from the Issue Templates section.
- Click the arrow to expand a list of fields added to the chosen screen. ...
- Drag and drop the Template field to change its position.
- From your project in Jira click Dashboards and View all Dashboards.
- In the top right you can click on Create dashboard.
- Fill in the name.
- Start from a blank dashboard.
- For Shared with select Public and click Add.
- Click Create.
- Step 1: Go to Dashboards in the top nav bar, click Dashboards for a drop-down menu and press Create Dashboard from the button at the bottom of the drop-down menu. ...
- Step 2: Name and describe your dashboard. ...
- Step 3: Fill out the rest of the information that you see fit.
Program-level dashboards in Jira
A program-level dashboard is designed to give you an overview of multiple related projects.
You can add any kind of image or external web page to a Jira dashboard using the Custom Content gadget.
How do I add a Gantt chart to my Jira dashboard? ›Type "Gantt" in the search field, locate the Gantt gadget and click the Add gadget button. The Structure. Gantt gadget will be placed on your dashboard. Before your Gantt chart will appear there, you'll need to set your Gadget Configuration.
How do I make a dashboard my home page in Jira? ›- Go to > Site administration (or. > User management if you're not using the new Jira experience yet)
- Choose Application access in the left panel.
- Hit the User defaults button at the top-right of the page.
- Pick the default application under the Homepage heading.
- Hit Set defaults.
How do I create a report and dashboard in Jira? ›
- Select Dashboards and choose a starred or recent dashboard or View all dashboards.
- Select … > Edit dashboard.
- Select Add gadget.
- Select Service Project.
- For Service project report, select Add gadget.
- Select Close. A report dashboard is displayed.
- Select Save to save the dashboard.
A board is a view of a selection of issues, that you can use to see and update them. It displays them in columns, with each column representing a step in your process for them. A dashboard is a place to collect together a set of reports that people might find useful.
How do I create an interactive dashboard? ›- Organize Your Source Data and Create a Layout. ...
- Build PivotTables to Organize Your Data. ...
- Apply Appropriate Formulae. ...
- Use Visual Elements, Charts, and Graphs. ...
- Add Interactive Settings and Tabs.
Gadgets display summaries of team progress, reports, and other data from Jira projects and issues on a dashboard. You can customize gadgets to display project and issue details relevant to particular users.
Does Jira have templates? ›Jira Software comes with a variety of project templates to help teams get set up quickly by creating projects tailored to a specific team or use. These templates include pre-configured issue types, workflows and other features relevant to their type.
Where are Jira templates? ›Templates get created in the Template Repository - a Jira Business project that appears right after installing Issue Templates for Jira.
How do I find Jira templates? ›Simply navigate to Templates Repository > Project settings > Issue Templates and open Manage templates tab. The same template's settings are available on template's issue view.
What is Jira default dashboard? ›The default dashboard is the screen that all Jira users see the first time they log in. Any users who have not added any dashboard pages as favorites also see the default dashboard. Jira allows Administrators to configure the default dashboard.
How do I create a Kanban dashboard in Jira? ›Step 1: Create a kanban project
Once you login to Jira Software, you will have the option to create a project. When you get the project type selection, ensure you select Kanban software development project. Your new Kanban software development project will also include a Kanban board.
Go to your Jira Cloud dashboard and click Edit ✏️. Click Add gadget. The Gadget Directory will appear. Locate the Quick Two Dimensional Filter Statistics gadget and click the Add button.
How do I create a custom screen in Jira? ›
- In the upper-right corner of the screen, select Administration > Issues.
- In the sidebar, select Screens to open the View screens page, which lists all screens that have been defined in Jira.
- Select the Add new screen button to open the Add new screen dialog box.
You can create as many boards as you like.
Can you have multiple roadmaps in Jira? ›You are correct that Roadmaps can only be used with one project. However, with a Premium Subscription for Jira you get the Advanced Roadmaps tool which can span multiple projects in a single roadmap.
How do I show dependencies in Jira dashboard? ›Go to the documentation for project-level roadmaps in Jira Software. Select the dependency icon on either side of the schedule bar to show all of the dependencies attached to that issue.
How do I create a dynamic form in Jira service management? ›- Go to Issues in Jira Administration menu and in Custom fields, click on Add custom field, select the field type and create necessary fields. ...
- To go to the global configuration, move to Manage apps and click on Dynamic Forms in Extension for Jira Service Management section.
Change your Jira site's colors
Under the Navigation colors section, select the option you want to change, change the color, and then click Update.
Jira Service Management makes it easier to categorize service requests, incidents, problems, and changes by organizing and prioritizing these requests in a single place, and keeps your team on track with goals (or service level agreements).
Can I make my own dashboard? ›You can build google sheets dashboard and design it for your own use case. It's is not the best way of building dashboards but if you are beginner and you only want to track some metrics for yourself than it could be a good option.
Can you add text to a Jira dashboard? ›Choose Manage add-ons to view the plugins currently installed on your JIRA site. Enable the Text module in the Atlassian JIRA - Plugins - Gadgets Plugin (You need to select the System add-ons from the drop-down). If you cannot enable the text gadget, please contact Atlassian Support for assistance.
How do I download a Jira dashboard? ›beside edit icon on dashboard page >> click view as wall board >> Right click on a gadget and choose "print option". You can select save as pdf. Alternatively, their is a Atlassian market place plugin "Better PDF Exporter for Jira" you may try based on your requirements.
How do I import a Jira dashboard into Excel? ›
Once you’ve selected the desired JIRA issue, select the export option from the top right corner of your screen. A dialogue box will now open up, representing a list of formats in which you can export your data. Choose Excel CSV as the desired format to export your data.
What is the difference between roadmap and Gantt chart in Jira? ›Many think that a project or product roadmap looks similar to a Gantt chart. However, they serve different audiences and purposes. A Gantt chart serves as a detailed, linear schedule of tasks related to a particular project. A roadmap is a high-level, strategic plan aimed to communicate your project goals and vision.
Does Jira support Gantt charts? ›Jira includes two roadmap tools to create Gantt charts for your projects: Roadmaps, which creates plans around Jira issues assigned to a team, and Advanced Roadmaps, which does the same thing across teams and organizations.
How do I create a dashboard in Jira Agile? ›- Step 1: Go to Dashboards in the top nav bar, click Dashboards for a drop-down menu and press Create Dashboard from the button at the bottom of the drop-down menu. ...
- Step 2: Name and describe your dashboard. ...
- Step 3: Fill out the rest of the information that you see fit.
- Open the dashboard with the view restrictions you want to change.
- From the dashboard sidebar, select Settings.
- Go to the Access tab.
- Under Restrict who can view, select the restriction you want to apply: Only specific people can view (default) Anyone with access to Atlassian Analytics.
A Jira dashboard is a collection of “gadgets” and reports that give you a streamlined view of what's going on in projects. You can use the default dashboard, which your Jira administrator sets up, or you can create your own.
What is the difference between a report and a dashboard in Jira? ›Dashboards are capable of displaying multiple charts and graphs at once, in order to give teams and stakeholders a broader picture of what's going on. For example, you can create a dashboard to cover multiple projects, whereas a report is confined to one project only.
Who is the default dashboard user in Jira? ›The default dashboard is the screen that all Jira users see the first time they log in. Any users who have not added any dashboard pages as favorites also see the default dashboard. Jira allows Administrators to configure the default dashboard.
Who can customize the default dashboard in Jira? ›As a Jira admin, you can change the gadgets and the layout of this default dashboard to show the most important information for your team.
How do I add a field to my Jira dashboard? ›If you are using the Jira Filter then just add the field in the edit screen and it will show as a column. If maybe you are using the 2-dimensional gadget and set your x or y axis to be the custom field then it will display the count of issues for each value of the custom field.
What tool to use to create dashboard? ›
Some of the best free dashboard tools for visualizing your metrics and KPIs are Datapad, Grafana, Databox, Dasheroo, FineReport, Metabase, Google Data Studio, Matomo, Tableau, and Inetsoft.