Build your first report in under 5 minutes. Follow these four steps. ## Step 1 - Open the Macro Editor 1. Open any Confluence page and click the **Edit** button. 2. Type `/` to open the macro insert menu. 3. Search for **Reports, Charts, Templates, CQL & Export for Confluence** and click to insert. 4. The macro editor opens automatically. Configure Report

## Step 2 - Configure the Report ### Choose Your Data Source Select **Spaces** (recommended for beginners) or **Custom CQL** from the Source dropdown in the header. Specify your source value - select spaces or enter a CQL query. Configure Report

### Select a View Choose **Table** from the Report Type dropdown. Table view is easiest to understand for first-time users. Other options: List, Paragraph, Grid, Charts. Configure Report

### Add Expansions In the left panel, select metadata groups. Load only the metadata you need. Common starting point: **metadata** and **version** - these cover most common fields. Configure Report

### Define Columns Navigate to the **Columns** tab in the right panel. Click **+ Add New Column**, set a label, and pick a data field. Apply formatting as needed. Configure Report

### Apply Filters In the center panel, use the Filter section to narrow results. Each filter row narrows results further (AND logic). Click **+ Add filter** to add a row. Use Delete (trash) to remove, or **Clear all** to reset. Configure Report

### Set Result Limit Set an appropriate limit in the header or right panel (e.g., 50, 100, 500). Start with 50 for faster testing. Configure Report

## Step 3 - Confirm Results in Live Preview The center panel shows your report results in real-time. Verify data looks correct before saving. Adjust configuration if needed. Configure Report

## Step 4 - Save Click **Save** to publish the report to your Confluence page. The macro editor closes and your live report appears on the page. Configure Report

## Quick Start Tips * Start with a pre-built template for faster setup - navigate to the **Templates** tab first * Use Table view for your first report - it is the easiest to understand * Load minimal expansions initially, add more as needed * Check Live Preview frequently to validate changes ## What's Next? | **Topic** | **Where to Go** | | --- | --- | | **Data source options** | [Data Source](/apps/reports-charts-confluence/data-source) | | **Understanding expansions** | [Expansions](/apps/reports-charts-confluence/expansions) | | **All view types** | [Report Views](/apps/reports-charts-confluence/report-views) | | **Columns and filters** | [Columns & Filters](/apps/reports-charts-confluence/columns-filters) | | **Pre-built templates** | [Templates & Import/Export](/apps/reports-charts-confluence/templates-import-export) |

Demo Videos & Walkthroughs

App Overview, Data Sources & CQL Editor