Getting Started

Installation & Setup

Install Reports, Charts, Templates, CQL & Export for Confluence from the Atlassian Marketplace in a few steps - no servers, no configuration files, no infrastructure required.

Prerequisites

Before installing, confirm you have:

RequirementDetail
Confluence Cloud siteThe app supports Confluence Cloud only (not Data Center or Server)
Space Admin or Site Admin roleRequired to install apps from the Marketplace
Atlassian accountRequired to accept app permissions during installation

Step-by-Step Installation

Step 1 - Find the App on the Marketplace

  1. Go to marketplace.atlassian.com in your browser.
  2. Search for Reports, Charts, Templates, CQL & Export for Confluence.
  3. On the app listing, confirm Hosting → Cloud is supported.
  4. Click Try it free or Buy now.

Step 2 - Connect to Your Site

  1. Select your Atlassian Cloud site when prompted.
  2. Choose Confluence as the product.
  3. Review the app permissions - the app requires read access to Confluence content (spaces, pages, attachments, users) to build reports.
  4. Click Accept to proceed. The app installs automatically - no restart required.

Step 3 - Verify Installation

  1. Open any Confluence page and click Edit.
  2. In the editor, type / to open the macro insert menu.
  3. Search for Reports - you should see the macro appear in the results.
  4. If the macro appears, installation was successful.

After Installation

Once installed, the app is available to all users on your Confluence Cloud site. No additional configuration is required to start using the macro - simply insert it on any page.

Next StepWhere to Go
Build your first reportSee Quick Start Guide
Understand permissionsSee Permissions & Access
Explore all featuresSee Features

Troubleshooting Installation

IssueSolution
App not appearing in macro menuWait a few minutes and refresh - Confluence may cache the macro list
Permission denied during installConfirm you have Space Admin or Site Admin role on the site
App not found in MarketplaceTry searching just "Reports Charts Clovity" or browse by category
Installation failsCheck your Atlassian Cloud subscription level and try again