Document Activity Report
- Robert Alexander Marshall
Overview
data center
The document activity report tracks all workflow and content interactions on all pages.
Permissions
By default, this report is only available to users who can add content (pages or blog posts) to the space.
Admins can make it available to everyone by changing the workflow activity and drafts visibility setting (for each space in space admin or for the instance in global admin)
Viewing the report
You can access the report in the following ways:
Here's what the report looks like
The report displays
Actor - user who actioned the workflow document activity
Action - summary description for each listed document activity
Comment - workflow popup comments/notes including approval and reviewer assignment comments/notes
Date - date and time the document activity occurred
Filtering the document activity report data
You can filter the report using the Display buttons at the top of the page:
Date
Select a period of time to filter the date and time of the document activity report using the displayed From and To calendars.
Type
Filter the report by checking one or types of document activity for States; Tasks; Approvals; Read Confirmations and Page Edits
type of document activity can be searched by keyword in the dropdown box
check one or more document activity types in the scrollable dropdown menu
Type button displays filter context based chosen types
Type: States document activity | Type: Approvals document activity | Type: Read Confirmations document activity Type: Page edits document activity |
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Type: the filter can be one or more document activity types checked from States, Approvals, Tasks, Read Confirmations and Page Edits and their sub-types.
Checking a parent filter Type (for example, States), automatically checks all the subtypes and these are included in the filter for the report.
Actor
Filter the report by one or more users who actioned a document activity on the page
search for a user using the dropdown menu including the app user (the actor for anonymous workflow events such as a state expiry event)
Participant(s)
Filter the report by one or more users who have been included in the workflow document activity but may have not undertaken any document activity, for example, are an assignee for an approval, added an inline comment.
State(s)
Filter the document activity report to display document activity when the page or blog post was in one or more states.
Exporting report data
You can Export to CSV using the button on the report.
The resulting file can be loaded into spreadsheets, databases or other tools for further analysis.
How do I reset the report?
Space Admins can use the Clear Document Activity - Space Tools option to clear all workflow-related data from a space.
The page activity report may be displayed in data center when the workflow data in a space has not been upgraded from page activity to document activity.