Document Activity Report

Overview

data center

The document activity report tracks all workflow and content interactions on all pages.

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 setting (for each space in space admin or for the instance in global admin)

Viewing the report

You can access the report in the following ways:

• Document Activity - Page Tools

• Document Activity Report - Workflow Popup

Here's what the report looks like

Open

The report displays

• Actor - user who actioned the workflow document activity

• Action - summary description for each listed document activity

• Comment - workflow popup comments/notes including approval and reviewer assignment comments/notes

• Date - date and time the document activity occurred

Filtering the document activity report data

You can filter the report using the Display buttons at the top of the page:

Date

Select a period of time to filter the date and time of the document activity report using the displayed From and To calendars.

Open

Type

Filter the report by checking one or types of document activity for States; Tasks; Approvals; Read Confirmations and Page Edits

• type of document activity can be searched by keyword in the dropdown box

• check one or more document activity types in the scrollable dropdown menu

• Type button displays filter context based chosen types

Actor

Filter the report by one or more users who actioned a document activity on the page

• search for a user using the dropdown menu including the app user (the actor for anonymous workflow events such as a state expiry event)

Participant(s)

Filter the report by one or more users who have been included in the workflow document activity but may have not undertaken any document activity, for example, are an assignee for an approval, added an inline comment.

State(s)

Filter the document activity report to display document activity when the page or blog post was in one or more states.

Exporting report data

You can Export to CSV using the button on the report.

The resulting file can be loaded into spreadsheets, databases or other tools for further analysis.

How do I reset the report?

Space Admins can use the Clear Document Activity - Space Tools option to clear all workflow-related data from a space.

See also