Getting Started

Permissions & Access

Reports, Charts, Templates, CQL & Export for Confluence uses Confluence's native permission model. No additional permission management is required - the app works within your existing Confluence access controls.

Installation Permissions

RoleCan Install App?
Confluence Site AdminYes
Confluence Space AdminYes (via Manage Apps in Confluence settings)
Regular Confluence userNo - must request install from an admin

Macro Usage Permissions

Once the app is installed, any Confluence user with page edit access can insert the macro.

ActionWho Can Do It
Insert the macro on a pageAny user with Edit permission on that page
Configure the macro (open editor)Any user with Edit permission on that page
View a published reportAny user with Read permission on the page
Export report data (CSV/JSON)Any user who can view the published report

How Report Data Visibility Works

Reports, Charts, Templates, CQL & Export for Confluence fully respects Confluence content restrictions. The data returned in a report is always scoped to what the viewing user is permitted to access.

ScenarioResult
Viewer has access to all queried spacesFull results displayed
Viewer has access to only some spacesOnly permitted content appears
Viewer has no access to a spaceThat space's content is excluded entirely
Page has content restrictionsRestricted pages are excluded from results

Important: Two users viewing the same report on the same page may see different results - each sees only the content they are authorized to access.

Confluence Groups & Conditional Visibility

If you need to show different reports to different user groups (e.g., admins vs. contributors), use Confluence's native Page Restrictions or Space Permissions to control who can view which page. There is no app-level group configuration required.

  1. Create separate Confluence pages for different audiences (e.g., an admin dashboard page, a contributor overview page).
  2. Apply Confluence page restrictions to limit who can view each page.
  3. Insert the appropriate report macro on each page.
  4. Each user group sees only the report page they are permitted to access.

No Admin Panel Required

The app has no separate admin panel or settings screen. All configuration is done directly in the macro editor on each Confluence page - no special admin access is needed to configure reports.