Using SLA Reports in Work Center

Service Level Agreements (SLAs) define the level of service that an organization commits to its customers. Projects can be associated with a specific SLA, allowing you to track SLA compliance for items submitted in that project.

SLA reports enable you to review and monitor how you and your organization respond to items in comparison to customer commitments. SLA rules and metrics are defined by an administrator.

Important: SLA reports show data only if projects have SLAs defined for them. Additionally, for Service Support Manager installations, a service request must have been associated with each of those projects in Service Request Center.

SLA Report Types

The following information applies to using SLA in both SBM and SSM. Note that SBM SLA reports are based on projects, while SSM SLA reports are based on service requests.

Past Performance Reports

Past Performance reports provide historical information. By default, data for all projects or service requests from the last six months is displayed, with a performance threshold of 80%. This means that over the last six months, an overall SLA "passing" performance level of 80% or greater (with an overall "violation" performance percentage of less than 20%) is considered acceptable for normal operation. You can change this filter, as described in Running Predefined SLA Reports.

The following Past Performance reports are available:

Current Risk Reports

Current Risk reports are calculated using the time and risk values defined for each SLA. By default, data for all projects or service requests is displayed in the reports. You can select specific projects or service requests to monitor and specify that only data for items you own is displayed. You can change this filter, as described in Running Predefined SLA Reports.

The following Current Risk reports are available:

Running Predefined SLA Reports

To run a predefined SLA report:

  1. Select the application from the toolbar, and then expand Reports in the side menu.
  2. Do one of the following:
    • For SBM, select Project SLA Past Performance or Project SLA Current Risk.
    • For SSM, select SLA Past Performance or SLA Current Risk.

The report page also contains a report filter that lets you change the criteria for the reports. You can either apply the criteria to the current report or save the criteria to be used in the next report.

To open the report filter, click the Define Filter link on the report page.

  • To specify which projects or service requests to include in the report:
    1. Click Select Service Requests.
    2. In the dialog box that opens, select a project or service request. Move it to the right to select it or to the left to remove it. To move it, click the plus or minus icon or double-click it. You can also drag a project or service request to the right to select it. To add or remove all projects or service requests, click Add all or Remove all.
    3. Click Select to close the dialog box.
  • Past Performance reports only: To change the date range, click in the date box. From the menu that opens, select a specific date range or click Date Range and then select a start date and end date from the calendars. Alternatively, you can type over the date in the Date Range box, or click the Prev or Next arrows to bring the date range backward or forward by six months.
  • Past Performance reports only: To change the threshold, type over the number in the Performance Threshold box. For example, 75 means that 75% or more of items meeting the SLAs is acceptable, and less than 75% is unacceptable. To raise the expectation, change the number to something higher.
  • Current Risk reports only: Select the Items I Own check box if you only want to see data that is relevant to items for which you are the primary or secondary owner.
  • Click Apply to apply the settings to the current SLA report and close the dialog box. Click Save Settings to save the settings to the database so they are applied to the next SLA report you run.

Creating Custom SLA Reports

If you have the appropriate privileges, you can create and run custom SLA reports based on Listing, Distribution, Advanced Distribution, and Summary reports. When SLA fields are enabled, they appear in these reports as selections in columns to display lists, sort by lists, and search filters. The fields are prefixed by "(SLA)".

Note: On-premise customers can translate SLA fields in the String IDs system auxiliary table.

To create a custom SLA report:

  1. Select the application from the toolbar, and then select Reports in the side menu.
  2. Click Create Report.
  3. Select the Listing, Distribution, Advanced Distribution, or Summary report type.
  4. On the Additional Options page, select the Show SLA Fields option. SLA fields now appear as selections where applicable.
    Note: Be sure to select this option first before defining your report. Otherwise, any report definition in progress will be cleared and you will need to the create the report again.