Data Migration

How to import and export report configurations, migrate between Confluence spaces, and understand what happens when the app is uninstalled.

Importing Report Configurations via JSON Recipe

A JSON recipe is a complete export of a report's configuration - data source, expansions, columns, filters, and view type. Use it to recreate any report on a new page or in a new space without manual re-configuration.

How to Import a JSON Recipe

1. Open a Confluence page in edit mode and insert the macro.
2. In the macro editor, navigate to the Import tab in the right panel.
3. Paste the JSON recipe into the text area.
4. The app automatically rebuilds the full report configuration - data source, expansions, columns, filters, and view.
5. Review results in Live Preview to confirm the report is working correctly.
6. Click Save to publish the report to the page.

What a JSON Recipe Contains

Exporting Reports for Backup

There are two types of exports - data export and configuration export. Use both for a complete backup strategy.

Export Report Data

1. Open the published report on a Confluence page (or in the macro editor).
2. Click the Export button in the center panel.
3. Choose CSV (for spreadsheet tools) or JSON (for developer use).
4. The file downloads automatically - store it locally or in a shared drive.

Export Report Configuration (JSON Recipe)

1. Open the macro editor for the report.
2. Navigate to the Import tab in the right panel.
3. Click the Copy JSON button - copies the full configuration to your clipboard.
4. Paste into a text file, a shared Confluence page, or a version-controlled document.

Best Practice: Store JSON recipes on a dedicated "Report Library" Confluence page. Document each recipe's name, purpose, target spaces, and use case so your team can find and reuse them.

Migrating Between Confluence Spaces

When you need to move a report from one Confluence space or page to another, use the JSON recipe workflow.

Step-by-Step Migration

1. Open the source report in the macro editor.
2. Navigate to the Import tab → click Copy JSON to export the configuration.
3. Open the destination Confluence page (in the target space) and insert a new macro.
4. In the new macro editor, navigate to the Import tab and paste the JSON recipe.
5. Update the Data Source if the target space is different:
   • If using Spaces mode: re-select the target space(s) in the source picker.
   • If using Custom CQL: update the space value in the CQL query (e.g., change space = "OLD" to space = "NEW").
6. Review in Live Preview - confirm results are correct for the new space.
7. Click Save.

Cross-Space Migration Checklist

What Happens If the App Is Uninstalled

If Reports, Charts, Templates, CQL & Export for Confluence is uninstalled from your Confluence Cloud site:

Important: Your Confluence pages and their content (including any JSON recipes stored as text) are never deleted when the app is uninstalled. Re-installing the app restores all reports to their previously configured state.