Document Report - Space Sidebar
- Robert Alexander Marshall
Overview
The Document Report lists all content/pages in the space that have a workflow applied and workflow events and actions information for each document.
By default, for each page and blog post listed the current workflow state is shown and if applicable, the due date (expiry date) of that state.
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 global setting.
Viewing the report
To view the report for the current space, choose the Document Report option in the space sidebar.
Here is an example of what the report will look like.
Space, Confluence and System admins can
choose the Settings dropdown menu to configure the report columns displayed when the report is accessed in the space
click the ellipsis at the top right of the report to access the Workflows Dashboard screen
These options are not displayed for users who do not have admin permission.
Filtering
You can filter the report content by workflow and state.
You can only filter the report by the space workflow name not a page workflow name.
Columns Settings
You can select the columns to display by clicking the Settings drop down menu.
Check the required columns for display in the report. Uncheck any columns not required.
You can re-order the columns, by dragging them to the desired location in the Settings dropdown list.
Refresh data
Moving the cursor over the report on the page displays an option to Refresh Data for the report From v7.3.0
Choosing this option opens the space tools Refresh Data dashboard.
In this dashboard, the space admin can refresh the workflow properties data in the space used by in-app reports and report macros.