Monitor Comala Document Management Cloud Workflows with Dashboard Hub Custom Reports

Overview

This document explains how you can integrate Dashboard Hub and Comala Document Management (CDM) cloud to view key metrics of your document workflows in Confluence.

Custom Reports in Dashboard Hub

Dashboard Hub is a reporting app for creating centralized dashboards with data from various sources, including Confluence. Its Custom Reports gadget lets users create visuals based on Confluence Query Language (CQL) and integrate data from any product with a REST API.

For more details, see:

Get started

Getting Started with Custom Reports

Global Catalog of Templates

Global catalog of templates

Use our curated and maintained Custom Reports: Global Templates, provided by Appfire. This catalog simplifies your experience by offering ready-to-use, easy-to-connect examples. Find links to the Comala Document Management templates here:

• Appfire Apps: Comala Document Management status report

• Appfire Apps: Comala Document Management workflow and state stats

• Appfire Apps: Comala Document Managment page activity

Use cases

Document stats report

This chart provides a visual breakdown of pages by Workflow State, offering a quick overview of content progress and status.

CQL:cw_state

Pending approvals in Confluence

This dashboard provides a clear view of all Confluence pages with active approvals assigned to the current user. Each team member has a dedicated gadget displaying their assigned approvals, making it easy to track pending reviews.

CQL: cw_approver = currentUser()

Upcoming expiring pages

This table helps identify Confluence pages that expire within the next four weeks, ensuring timely reviews and updates across the instance.

CQL: cw_expires < now("4w")

Draft pages per space

This 1D pivot table displays the number of pages in the Draft state for each space, helping track unpublished content across Confluence.

CQL: cw_state IN ("Draft")

Set up

Add a datasource

1. In the Custom Reports dashboard view, click .

2. Click Add datasource. New to datasources? See Learn about Datasources for more information.

3. Provide a meaningful name for your datasource.

4. Enter the API endpoint URL in the provided field. See Global Catalog of Templatesfor a Comala Document Management example.

5. Set Authentication type: No Auth for this example. To understand each authentication type more thoroughly, see Authentication types in Custom Reports datasources.

6. Click Add.

Add the Custom Reports gadget

1. Navigate to your Dashboard Hub app.

2. If you have not created a dashboard:

   1. Click the dashboard dropdown in the left corner or in the action menu in the right corner, and select Create dashboard.

   2. Name your dashboard, and click Create.

   3. Click Add Gadget.

3. If you already have a dashboard created, click Edit.

4. Click Add Gadget.

5. Type Custom Reports in the search bar in the gadget catalog or navigate to the Custom Reports section in the left-side navigation panel.

6. Locate the Custom Reports gadget, click Add, and click Open Editor.