Getting Started
Installation & Setup
Install Reports, Charts, Templates, CQL & Export for Confluence from the Atlassian Marketplace in a few steps - no servers, no configuration files, no infrastructure required.
Prerequisites
Before installing, confirm you have:
| Requirement | Detail |
|---|---|
| Confluence Cloud site | The app supports Confluence Cloud only (not Data Center or Server) |
| Space Admin or Site Admin role | Required to install apps from the Marketplace |
| Atlassian account | Required to accept app permissions during installation |
Step-by-Step Installation
Step 1 - Find the App on the Marketplace
- Go to marketplace.atlassian.com in your browser.
- Search for Reports, Charts, Templates, CQL & Export for Confluence.
- On the app listing, confirm Hosting → Cloud is supported.
- Click Try it free or Buy now.
Step 2 - Connect to Your Site
- Select your Atlassian Cloud site when prompted.
- Choose Confluence as the product.
- Review the app permissions - the app requires read access to Confluence content (spaces, pages, attachments, users) to build reports.
- Click Accept to proceed. The app installs automatically - no restart required.
Step 3 - Verify Installation
- Open any Confluence page and click Edit.
- In the editor, type
/to open the macro insert menu. - Search for Reports - you should see the macro appear in the results.
- If the macro appears, installation was successful.
After Installation
Once installed, the app is available to all users on your Confluence Cloud site. No additional configuration is required to start using the macro - simply insert it on any page.
| Next Step | Where to Go |
|---|---|
| Build your first report | See Quick Start Guide |
| Understand permissions | See Permissions & Access |
| Explore all features | See Features |
Troubleshooting Installation
| Issue | Solution |
|---|---|
| App not appearing in macro menu | Wait a few minutes and refresh - Confluence may cache the macro list |
| Permission denied during install | Confirm you have Space Admin or Site Admin role on the site |
| App not found in Marketplace | Try searching just "Reports Charts Clovity" or browse by category |
| Installation fails | Check your Atlassian Cloud subscription level and try again |