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Overview
With the knowledge base populated with articles of different categories, it's time to build a homepage to allow users to easily find what they need, and to quickly make new articles too.
Learn how to make a handy homepage like this one:
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Panel |
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title | Introducing Reporting |
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Reporting allows you to display data from specific pages or spaces. It utilizes the keys and supplier concept to pull data anywhere in your Confluence instance to customize reports. For more information, check out our Reporting for Confluence documentation. |
Getting started
Create a new blank page
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set it as the root page of your knowledge base
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In Page Layout
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in the first one-column section
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Showing Articles by Label Using Reporting
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In the next two-column sections , we will create Panel Panel blocks to show the most recently modified articles from each category.Image Removed
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insert a Panel block for each column
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Inside the Panel block
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insert a report-list block
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edit the report-list block
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In the report-list block
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insert a content-reporter and report-body block
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edit the content-reporter block
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In the content-reporter block
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Info |
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This tells Reporting to sort the data based on the most recent modification date. |
In the report-body block
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edit the report-info block
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Info |
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This tells Reporting to display the title of each article. |
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so that the data displayed becomes a link
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Adding a 'Create Article' link (optional)
For each column, a 'create new article' link can be added for user 's convenience in creating a new article of the same template.
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The add-page macro from the Linking app is used. |
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Tip |
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Leave name blank if you do not wish to add a default page title |
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enter the name of the link in Link Text
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enter the name of the template you wish to render in Source
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Remember to tick Live Template so that the new page renders a live-template block
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Understanding the Reporting structure
The following diagram explains the structure of the Reporting block we just created. Most Reporting blocks will follow a similar structure as this one. First, there will be the
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The outermost wrapper that determines how the Reporting block should be displayed. A
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text area can be chosen to display the data
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Info |
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In this block, we choose to display the links of all articles as a list. Therefore, the report-list block is used. |
Next, there will be is a header that defines where the data is fetched. Within
within the header, we can also add conditions to the data such as filters or sorters
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The header could be a content-reporter or local-reporter block. Since
Info |
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As the data we are trying to fetch comes from multiple pages in the same space, we choose to use content-reporter |
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. This is because local-reporter is used to display data from the page itself. |
Next up, the conditions are nested within the filter block. In
in this block, we insert a date-sort block to get the most recent modification date
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Finally, the data is displayed in the body of our report, report-body. Multiple
multiple report-info blocks can be added in report-body,
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that takes a key to display some sort of data.
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the key used is the title of each article. |
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Code
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title | Click here for the Knowledge Base homepage source code... |
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Code Block |
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language | xml | title | Knowledge Base homepage |
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| <ac:layout>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<ac:structured-macro ac:macro-id="4917616b-9d86-418d-a3a3-a0c60a378d6f" ac:name="report-list" ac:schema-version="1">
<ac:parameter ac:name="maxResults">5</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="2992a562-3516-491b-9dc3-8fdf6925e75c" ac:name="content-reporter" ac:schema-version="1">
<ac:parameter ac:name="types">pages</ac:parameter>
<ac:parameter ac:name="labels">systems</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="9127f3be-60c8-4c14-a659-f50de5a0f7c7" ac:name="date-sort" ac:schema-version="1">
<ac:parameter ac:name="order">descending</ac:parameter>
<ac:parameter ac:name="">content:modification date</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="da6a04bf-39ae-470c-acfa-9bdca2c289aa" ac:name="report-body" ac:schema-version="1">
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="25d4a2f0-f8f4-47af-9236-eb5814c9a5ca" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="link">true</ac:parameter>
<ac:parameter ac:name="separator">newline</ac:parameter>
<ac:parameter ac:name="">content:title</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
<p style="text-align: center;">
<br/>
<ac:structured-macro ac:macro-id="96a87d4e-3569-474b-b1f7-1ee94828a029" ac:name="livesearch" ac:schema-version="1">
<ac:parameter ac:name="size">large</ac:parameter>
</ac:structured-macro>
</p>
<h2>Articles in this KB by labels</h2>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="two_equal">
<ac:layout-cell>
<ac:structured-macro ac:macro-id="9ae2eca3-f6d4-494b-a83e-7a4b55468456" ac:name="panel" ac:schema-version="1">
<ac:parameter ac:name="borderColor">#99D3DF</ac:parameter>
<ac:parameter ac:name="borderWidth">1</ac:parameter>
<ac:parameter ac:name="titleBGColor">#99D3DF</ac:parameter>
<ac:parameter ac:name="title">How to</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="a564fdf3-7270-4add-8f50-b11d4ee892b8" ac:name="report-list" ac:schema-version="1">
<ac:parameter ac:name="maxResults">5</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="683f94b3-dc4e-4299-ac9f-478c22a3c2c5" ac:name="content-reporter" ac:schema-version="1">
<ac:parameter ac:name="types">pages</ac:parameter>
<ac:parameter ac:name="labels">how-to</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="3c8690c4-4d60-4c63-8e6b-2b8b8080f82b" ac:name="date-sort" ac:schema-version="1">
<ac:parameter ac:name="order">descending</ac:parameter>
<ac:parameter ac:name="">content:modification date</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="d93d6d34-3b1f-4663-8ea9-5dc35e1b09ff" ac:name="report-body" ac:schema-version="1">
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="5fac74a3-1cd7-44c1-a05d-ba435a38007c" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="link">true</ac:parameter>
<ac:parameter ac:name="separator">newline</ac:parameter>
<ac:parameter ac:name="">content:title</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<ac:structured-macro ac:macro-id="fd6a175f-2e5b-4856-8578-8091c6161447" ac:name="add-page" ac:schema-version="1">
<ac:parameter ac:name="parent">How To</ac:parameter>
<ac:parameter ac:name="linkText">Create a new 'how to' article</ac:parameter>
<ac:parameter ac:name="source">KB how to article</ac:parameter>
<ac:parameter ac:name="live">true</ac:parameter>
<ac:parameter ac:name="labels">how</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="344446eb-2e4e-4bd3-bde2-22d18e1dbe75" ac:name="panel" ac:schema-version="1">
<ac:parameter ac:name="borderColor">#CDCDCD</ac:parameter>
<ac:parameter ac:name="borderWidth">1</ac:parameter>
<ac:parameter ac:name="titleBGColor">#CDCDCD</ac:parameter>
<ac:parameter ac:name="title">FAQ</ac:parameter>
<ac:rich-text-body>
<p> <span>View the FAQ </span>
<ac:link>
<ri:page ri:content-title="FAQ"/>
<ac:plain-text-link-body><![CDATA[here]]></ac:plain-text-link-body>
</ac:link>
<span>.</span>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
<ac:layout-cell>
<ac:structured-macro ac:macro-id="81fa6a95-622a-401b-ae67-1e2d88b76e56" ac:name="panel" ac:schema-version="1">
<ac:parameter ac:name="borderColor">#88BBD6</ac:parameter>
<ac:parameter ac:name="borderWidth">1</ac:parameter>
<ac:parameter ac:name="titleBGColor">#88BBD6</ac:parameter>
<ac:parameter ac:name="title">Issues and Solutions</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="33fcb937-a234-476b-b01c-5fdc265afb71" ac:name="report-list" ac:schema-version="1">
<ac:parameter ac:name="maxResults">5</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="f648ce66-4a69-4e59-a4b0-124bf7cec3c5" ac:name="content-reporter" ac:schema-version="1">
<ac:parameter ac:name="types">pages</ac:parameter>
<ac:parameter ac:name="labels">issues-solutions</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="a40a6854-cc4c-4b23-81cc-3d9159554d7b" ac:name="date-sort" ac:schema-version="1">
<ac:parameter ac:name="order">descending</ac:parameter>
<ac:parameter ac:name="">content:modification date</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="91bc6f4c-26e5-409e-9344-411986eb7d96" ac:name="report-body" ac:schema-version="1">
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="dff88e78-da76-4d8b-a27d-0544c78f1194" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="link">true</ac:parameter>
<ac:parameter ac:name="separator">newline</ac:parameter>
<ac:parameter ac:name="">content:title</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<ac:structured-macro ac:macro-id="5f0501a3-5d0a-4661-ab5b-82399335467e" ac:name="add-page" ac:schema-version="1">
<ac:parameter ac:name="parent">Issues and Solutions</ac:parameter>
<ac:parameter ac:name="linkText">Create a new 'issues and solutions' article</ac:parameter>
<ac:parameter ac:name="source">KB issues article</ac:parameter>
<ac:parameter ac:name="live">true</ac:parameter>
<ac:parameter ac:name="labels">issues-solutions</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="62c7165a-ee8b-488e-b729-d930ffa2ffea" ac:name="panel" ac:schema-version="1">
<ac:parameter ac:name="borderColor">#E9E9E9</ac:parameter>
<ac:parameter ac:name="borderWidth">1</ac:parameter>
<ac:parameter ac:name="titleBGColor">#E9E9E9</ac:parameter>
<ac:parameter ac:name="title">Systems</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="3d4ff1ff-bf3e-4350-878e-3b1b56f4a5bd" ac:name="report-list" ac:schema-version="1">
<ac:parameter ac:name="maxResults">5</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="892af040-6f45-4bd0-ae4e-bee4e9925006" ac:name="content-reporter" ac:schema-version="1">
<ac:parameter ac:name="types">pages</ac:parameter>
<ac:parameter ac:name="labels">systems</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="48f668d7-1f11-4607-a7fb-12127cca57fe" ac:name="date-sort" ac:schema-version="1">
<ac:parameter ac:name="order">descending</ac:parameter>
<ac:parameter ac:name="">content:modification date</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="d63ea60c-ea3d-4fa8-be19-e65ed8e40ace" ac:name="report-body" ac:schema-version="1">
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="0d766db1-4055-4649-96e8-b666b33c079f" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="link">true</ac:parameter>
<ac:parameter ac:name="separator">newline</ac:parameter>
<ac:parameter ac:name="">content:title</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<ac:structured-macro ac:macro-id="b2f9529e-a171-4d0e-b955-c48cbe17a9cc" ac:name="add-page" ac:schema-version="1">
<ac:parameter ac:name="parent">Systems</ac:parameter>
<ac:parameter ac:name="linkText">Create a new 'systems' article</ac:parameter>
<ac:parameter ac:name="source">KB systems article</ac:parameter>
<ac:parameter ac:name="live">true</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
</ac:layout-section>
</ac:layout>
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Tip |
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titleColor | white |
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titleBGColor | green |
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title | Pro Tip |
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To change the hierarchy of pages in a space: - Click on Space Tools from the sidebar.
- Select Content Tools.
- Under Content Tools, click on the Reorder Pages tab.
- Expand the page tree and reorder as needed.
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Next
Part 8 - Creating the category homepage using Reporting