Document States Report Macro
Overview
The Document States Report macro displays a list of pages and blog posts and associated workflow state information.
This workflow information in the reporting columns can include
date and time of the last state change
the user who actioned the last state change to the current state
approvals in the state and approval information, including reviewers and decisions
One or more filters can be added to the report macro, for example, workflow states, content label, parent, space(s).
Once added to a page, the report macro will dynamically update the displayed information. It's great for keeping track of content workflow states across multiple spaces.
Permissions
Anyone can see this report.
view-only users only see results for content that has reached a Published (
final=true
) state, even if there are subsequent draft-state edits to that contentcontent that has not yet been published or content under a workflow that does not define a published state is not shown
Admins can make all results available to everyone by changing the Workflow Activity and Drafts Visibility setting.
Adding the report
Choose the Document States Report macro to add the report to a page.
In the editor, choose Insert → Other Macros → Reporting → Document States Report or type {Document States ... on the page and select { Document States Report }
choose Edit the macro
choose the left-hand panel
select report filters
configure display column settings
From v2.0.4, changed, updated, created, and due date are displayed as date and time values. Periods are no longer displayed.
scroll down the macro editor to add/edit report filter options
the report columns display options by default are the comma-separated list title,state,changed,updated by,updated
by default, the report displays 20 items per page
choose Save to update the macro on the draft page
select Update to add the report to the page
Here's how the report looks on your page.
Mouse over the report to display the
report dropdown menu filter button options on the page to filter the page display by Workflow and, or State
Data Refresh option to open the space Data Refresh dashboard to repopulate data used by reporting tools and report macros in the space v2.1
Each report column heading can be used to sort the report display alphabetically/chronologically, depending on the chosen column.
From Comala Document Control v2.0.4, dates are displayed as exact dates.
Customizing the report
Edit the Document States report macro to customize the report by
choosing the information to be displayed in each column of the report
adding one or more filters
Customize the displayed columns
In the macro editor, amending the listed columns to title, state, changed, approval status, approvals, updated by, updated, created, created by, and space displays details of any approvals in the current workflow states.
Filter the report
In the macro editor, select options to filter the report. These include options to filter by state, space key, content label, workflow, or CQL (see table below).
Report filters
The filters are listed alphabetically in the macro editor.
Setting | Default | Notes |
|
---|---|---|---|
CQL Filter | blank | A comma-separated list of CQL filters - the values must be indexed. For CQL field references
from v1.12.6+, filters can be added using Confluence CQL format and can include OR and comparison operators |
|
Label | blank | Should the report be filtered by content label(s)?
If using a list of labels, you can prefix the list with |
|
Parent page | blank |
| ☨ @self from v2.04 DATA CENTER |
Spaces(s) | @self | Which space(s) should be included in the report?
|
|
State | blank | Should the report be filtered to a specific state or state(s)?
|
|
Workflow(s) | blank | A comma-separated list of workflows to be displayed. |
|
Reporting columns
All columns except Page Title can be added or removed from the displayed report.
The default column entry for the column display is
title,state,changed,updated by,updated
These can provide parity of report display when displaying state approval information.
Only the following columns are sortable in the report UI.
Title
Created
Due date
Read Confirmation
State
Updated
Created by
Workflow
The document states macro has two parameters to define the sorting of the report (from v2.0.4 DATA CENTER )
Sort: defines the value to sort by with the following options
Title
Updated
Created
Created by
Sort Order: defines the order of the sorting as either
ascending
descending
Report Column Entry | Description | Version |
---|---|---|
title | Page title (always displayed) | 1.10.0+ |
approvals | Approval(s) in the current specified state
Click each approval icon to show the assigned user(s) | 1.10.0+ |
approval status | Displayed as an approval status lozenge
If no approval is present in the current state, no approval status is displayed. | 1.10.0+ |
approved version | The approved (final state) page version | 1.12.0+ |
approved version approvers | The user(s) that caused the page to enter the final state | 1.12.0+ |
approved version date | Duration since the approved (final state) was approved | 1.12.0+ |
changed | Date and time of last approval change | 1.10.0+ |
changed by | The user that caused the page to enter the current state. In the case of a content review with multiple approvers, this is the final approver.
| 1.10.0+ 2.3.1+ |
created | Date and time of page creation | 1.12.2+ |
created by | The user that created the page | 1.12.2+ |
due date | Date and time of due date | 1.10.0+ |
state | The current state of the content with the state icon | 1.10.0+ |
space | The name of the space that the page is in | 1.12.2+ |
updated | Date and time of last page update | 1.10.0+ |
updated by | The user that last edited the page | 1.10.0+ |
workflow | The workflow applied | 1.10.0+ |
Exporting the page
The document states report macro is rendered when a page including the macro is exported to PDF, Word, HTML.
The following columns (when included in the report macro configuration) are supported when exporting the page.
Report Column Entry | Export render | Version |
---|---|---|
title | Page title with full link (including host Confluence instance name) | 2.0.5 + |
approvals | Not displayed |
|
approval status | Not displayed |
|
approved version | Version number in format - v1.1.0
| 2.0.5 + |
approved version approvers | Comment separated list of usernames that approved the page | 2.0.5 + |
approved version date | Duration since the approved (final state) was approved | 2.0.5 + |
changed | Date in the preferred format of the user | 2.0.5 + |
changed by | Username
| 2.0.5 + |
created | Date in the preferred format of the user | 2.0.5 + |
created by | Username
| 2.0.5 + |
due date | Date in the preferred format of the user | 2.0.5 + |
readack status | Status of read confirmation:
| 2.0.5 + |
state | The current state of the content | 2.0.5 + |
space | Space name with a link | 2.0.5 + |
updated | Date in the preferred format of the user | 2.0.5 + |
updated by | Username
| 2.0.5 + |
workflow | Applied workflow name | 2.0.5 + |
The document states that macro filter settings are used to display the rendered report when rendering the exported table for the macro.
Columns
CQL filter
Label
Number of items to display
Parent page
Spaces
States
Workflows
Sort
Sort order