Templates & Import/Export

Use pre-built templates for instant setup, or share report configurations as JSON recipes across your team.

Pre-built Templates Overview

Reports, Charts, Templates, CQL & Export for Confluence includes 35 tabular templates and 17 chart templates - ready-to-use configurations for the most common reporting scenarios. Templates save time and ensure consistent reporting patterns.

How to Use Templates

1. Open the macro editor.
2. Navigate to the Templates tab in the right panel.
3. Search or browse to find a template.
4. Select a template - it auto-configures source, expansions, columns, filters, and view.
5. Customize as needed.
6. Review in Live Preview.
7. Save to your Confluence page.

Benefits

• Quick start - ready-to-use configurations with zero setup
• Best practices - proven report structures for common use cases
• Consistency - standardized reporting across teams
• Customizable - use as starting points and modify as needed

Import - Recreate from JSON Recipe

Use Import to recreate any report from a JSON configuration recipe - instantly rebuilds the full setup including source, expansions, columns, filters, and view.

How to Import

1. Navigate to the Import tab in the right panel.
2. Paste the JSON recipe into the text area.
3. The app automatically rebuilds the entire report configuration.
4. Review in Live Preview and save.

Recommended for

• Standardizing reports across spaces
• Sharing configurations across teams
• Quickly replicating dashboards on multiple pages

Export Options

Tip: Store JSON recipes on a shared Confluence 'Report Library' page - document each recipe's purpose and use case so your team can find and reuse them.