Macro Editor UI Tour - Reports, Charts, Templates, CQL & Export for Confluence Documentation

A complete visual walkthrough of the macro editor - where everything is and what it does.

Header Section

The top bar contains the primary controls for your report configuration.

Header Element	Description	Notes
Data Source	Toggle between Spaces and Custom CQL	Changes the Source Value field behavior below it
Source Value	The actual query or space/page selection	CQL text for CQL mode; visual selector for Spaces mode
Result Limit	Max records to return	Default 50. Can be set to any number (e.g. 100, 500)
Report Type	Display format selector	Table, List, Paragraph, Grid, Charts
Save	Publish the report to Confluence page	Closes editor after saving
Close	Exit without saving	Prompts if unsaved changes exist

Load metadata fields required for columns, filters, and charts.

Search box - real-time filtering of expansion fields by name
Checkbox selection - check any group to load its fields
Favorites / Pinned - click the star icon to pin frequently used fields to the top
Hierarchical groups - organized by Structure, Body & Metadata, History

Expansion Category	Key Fields
Structure	ancestors, children, descendants, container
Body & Metadata	body, metadata, operations, restrictions, version
History	contributors, lastUpdated, previousVersion, nextVersion, ownedBy

The center panel is your main workspace - it shows results and provides all preview and debug tools.

Element	What It Does
Live Preview	Displays report results in real-time. Updates automatically as configuration changes.
Filter Panel	Apply filter rows (Operator + Property + Value). AND logic, top-to-bottom execution.
Explore	Switch to Explore mode - lists all available fields with types and sample values.
Export	Download data as CSV (Table view) or JSON (all views). Includes copy-to-clipboard.
Edit (Lock/Unlock)	Templates are locked after applying. Click Edit to unlock and modify.
Pagination	Previous/Next buttons, page numbers, results-per-page selector.

Four tabs for configuring your report structure, applying templates, importing recipes, and inspecting raw data.

Tab	Purpose	Key Actions
Columns	Define what data appears and how it is formatted	Add, Edit, Delete, Reorder, Duplicate, Hide columns
Templates	Browse and apply 35 tabular + 17 chart templates	Search, select, apply - auto-configures everything
Import	Import JSON recipes to recreate report configurations	Paste JSON, validate, search, copy config
Raw	Inspect raw JSON returned from Confluence	View, search, expand/collapse, copy field paths

After clicking Save, the macro editor closes and your live report appears directly on the Confluence page.

Element	Where It Appears	What It Does
Report Title / Header	Top of the macro	Shows the report name or description (if configured)
Table with Columns & Rows	Main body	Displays live Confluence data - updates automatically as content changes
Search Box	Top of report	Filters visible rows by keyword - does not change the data source
Export Button (CSV/JSON)	Top toolbar	Downloads current report data - CSV for spreadsheets, JSON for integrations
Pagination Controls (Prev/Next)	Bottom of report	Navigate between pages of results - shows current page and total count
Edit Button (pencil icon)	Top right of macro	Reopens the macro editor - only visible to users with edit permission on the page