Reporting Tools
- Robert Alexander Marshall
Overview
Users can view workflow events and actions for a page using
the page activity report or document activity report
the document report for the space
CQL to search and report on workflow activity and information
Users can also see their Document Actions report in their user profile to view their pending assigned approvals.
Page Activity
To view the record of who has approved or rejected the current page select Page Activity from the Page Tools menu or the workflow popup. All approvals and rejections together with comments and expirations will be recorded in the page workflow activity history.
The report can be filtered using the tabs and exported as a CSV format file. It is also available from blog post content as well as for page content.
The pageactivity macro can also be added to content.
The page activity report is available in
Comala Document Control Server
legacy spaces in Comala Document Control v2.0+ Data Center that are yet not upgraded to use document activity
Document Activity DATA CENTER v2.0+
To view the record of who has approved or rejected the current page select Document Activity from the Page Tools menu or the workflow popup. All approvals and rejections together with comments and expirations will be recorded in the page workflow document activity report.
The document activity report is only accessible in data center instances with at least Comala Document Control 2.0+ for Data Center installed and legacy spaces (from before the of installation of v2.0+) after the space is upgraded to use document activity using the Document Activity Upgrade console.
My Document Actions Report
The current user can view their pending approval actions in the Comala Document Management Actions report.
The report is can be viewed by a user accessing their User Profile.
It is also displayed for the current user on the Confluence dashboard.
Space Document Tasks Report
The space tools Document Tasks Report lists all tasks in the current space and allows you to filter by assignee and task status.
Document Control Report
Confluence Search Filters
The workflow status and assignees can be used as filters in the default Confluence search or macros that support CQL.
Macros
Confluence provides some macros that support CQL filters, like the Content by label macro or the Page properties report macro.
Confluence Search
In the Confluence general search screen, you can add filters to perform an advanced search. Comala Document Control adds filters for a workflow state and workflow properties.
For example
searching for pages and content currently in the applied workflow state named Draft
http://<confluence_url>/rest/api/content/search?cql=state=Draftsearching for workflow metadata properties
/rest/api/content/<pageid>?expand=metadata.properties.comalaworkflowsSearch syntax is case sensitive.
Related pages
Reporting tools
Report page macros