Start Here - Guide by Role

Reports, Charts, Templates, CQL & Export for Confluence is a macro that embeds live reports directly into Confluence pages - pulling data from your Confluence spaces using CQL (Confluence Query Language). Use this guide to find the fastest path for your role.

Space Administrator / Confluence Admin

You manage spaces and want governance reports and content audits.

Start with:

1. Installation & Setup - install from Atlassian Marketplace
2. How to: Build a Space Governance Report - stale content, orphan pages, restrictions audit
3. Templates - apply a pre-built report in one click (35 tabular + 17 chart templates)
4. Export Formats Guide - CSV and JSON export for compliance reporting

Content Author / Technical Writer

You want to embed structured content listings and summaries inside Confluence pages.

Start with:

1. Quick Start Guide - embed your first report in under 5 minutes
2. Table View - the default report format for content lists
3. Columns & Filters - choose which fields to show and how to filter results
4. How to: Create a Stakeholder Content Dashboard - page inventory with charts

IT Governance / Compliance Team

You need audit reports for content restrictions, attachment storage, and contributor activity.

Start with:

1. Custom Tabular Report - build an audit report from CQL
2. Data Source - use Custom CQL for targeted queries
3. Export - export findings as CSV or JSON for compliance records
4. How to: Build a Space Governance Report - full governance workflow

Executive / PMO

You want visibility into documentation coverage, contributor activity, and content health.

Start with:

1. Custom Charts Report - pie, bar, and line charts from Confluence metadata
2. Chart Types - pick the right chart for contributor rankings and content trends
3. How to: Create a Stakeholder Content Dashboard - live dashboard with charts and tables