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Reporting
- Robert Alexander Marshall
Document Report
A report for the approvals activities in the entire space can be accessed by choosing Document Report in the left-hand sidebar navigation.
This report is for all content in the space and can be filtered to show content in each of the three states or those with pending approvals.
The full report can only be accessed by users with Edit or Admin permissions. Any content with view restrictions for the current user viewing the report will not be displayed.
The report can be filtered by state or the pending approvals for the current user using the filter option buttons.
Document Activity
The document activity report listing the the approval document activity for a page can be accessed using the page tools menu.
The report is a chronological listing of the workflow document activity on the individual page.
The report can also be accessed from the Document Activity Report link in the approval workflow popup in the Approved state.
This is only available if a workflow is currently applied to the page or blog post.
Custom Contents
Document Activity can also be viewed in the Custom Content by
choosing the page tools menu Attachments option for the document
choosing Custom Contents
choose the added Comala Document Approval tab
When a workflow is removed, if there was no active workflow on the content but document activity was retained
the page tools option for document activity will not be available but the Document Activity will still be available in the Custom Contents tab
If there is no active workflow on the content and document activity was removed, there will be no entry listed in Custom Contents.
If the page is copied the Document Activity is copied and listed in the Custom Contents tab when viewing Attachments.
A user with edit or admin permission can clear the approval history for the page by deleting the Document Activity in this tab.
A space admin can use the Clear option in the space settings Document Approval dashboard to remove document activity for pages and blog posts in the space.
Document state macro
Add the document state page macro to display one or both of
the approval workflow state
the date of change to the state
The document state macro is compatible with the Confluence page properties macro and page properties report macro.
Document approvals macro
Add the document approvals page macro to display the approval information for a workflow approval state.
The document approvals macro is compatible with the Confluence page properties macro and page properties report macro.
Document activity macro
Add the document activity page macro to to display dynamic information for the document activity for the workflow on a page.
The macro can be configured to display one or more of the following for each document activity entry
user
workflow action
workflow state
any comment added for the document activity
date
version
The document activity macro is compatible with the Confluence page properties macro and page properties report macro.