The dashboard report is used to display lists of document management tasks assigned to the user viewing the report. It's great for building custom dashboards.
This is one of several reports available from the Workflow Report Macro.
Anyone can see this report, but they'll only see tasks assigned to them.
Adding the report
To add the report to a page:
- In the editor, choose Insert → Other Macros → Reporting → Workflow Report
- Set the Type setting to dashboard
- Choose Insert
Here's how the macro looks on your page:
The content for report will be seen for the current user, in this example Adam Samuel.
Customizing the report
You can customize the report with the following macro settings:
|Space Key(s)||Current space|
Which space(s) should be included in the report?
|Max Entries||20||The number of results to show per page. †|
Should the report be filtered by content label(s)?
If using a list of labels, you can prefix the list with
|Parent Page Filter|
Should the report be filtered to a specific parent page and the child pages of the specific page?
Which column of the report should results be sorted by?
|Sort Order||descending||Should the sort be in ascending or descending order?|
|Hide Header||Should the report title be removed?|
|† The macro has a 500-page limit for each report. If a larger report is required it may be useful to use the CQL REST API.|