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How to create a static archive/snapshot of a Page Properties Report

Vanessa Scott_oob21q

Hi everyone,

I am using the Page Properties and Page Properties Report macro together to create a summary report of the status of our initiatives. Our leadership team will look at this report once a week.

They are happy with the report but now they are asking for a way to see the history of this report - so for example they could look back a week or two ago and see what the status or updates of the various initiatives was then.

I have been trying things like making a copy, exporting to other formats, manually copying the content but nothing seems to work to create a "snapshot" of the report for a week and then "archive it".

I am probably missing something obvious here but would appreciate some help. Hopefully my use case is clear. I will write it out again to make it clearer hopefully:

A "report" exists in the form of a Confluence page with the Page Properties Report in a specific Space.
This "report" shows "status update" tables from multiple other pages.
Every Friday our Product leadership team will view this "report" to see what the updates are across various initiatives. These updates are done by the PMs on the respective initiative pages in a table that is inside of the Page Properties macro. They do not touch the "report" page.
The leadership team is happy to see this "bubbled up" report but occasionally they will want to look back and see what the update was for certain initiatives a few weeks ago.

My question to you experts is: How do I do number 4?

Thank you!

Accepted answers

Andy Gladstone

@Vanessa Scott natively in Confluence you cannot. There may be some Marketplace Apps that provide the functionality but I am not familiar with them. The only idea that comes to mind is perhaps looking at the page history and seeing if the older version of the Page Properties Report is burned in. I have not tried it, but my gut tells me it wont be the droids we are looking for b/c Page Properties Report is a view of data and not data itself. So the history of the page is not tied to specific edits in the report, only edits of text or other elements on the same page.

All comments

Andy Gladstone

Vanessa Scott_oob21q

Thank you!

Aron Gombas _Midori_

@Vanessa Scott A dead-simple thing that could work is creating a PDF export of the "report" page every week and saving that somewhere. You could even attach the export to the actual report page, using a timestamp in the PDF filename.

Not very elegant, but could work.

Vanessa Scott_oob21q

Yes thanks Aron I tested that out already (and the Word export) but because of the size of the table in the macro the content in the PDF/Word doc was truncated.

We have figured out another option which requires one manual copy and paste step.

Thanks!

Aron Gombas _Midori_

Have you tried to "print to PDF" using the browser's "Print" feature and select "A0" as page size? (Those pages are huge in size.)

Vanessa Scott_oob21q

Oh good question - no I didn't. I used the Export to PDF feature. Good to know that the browser print would work better. I do think that we have a solution now but I can keep this in my back pocket. Thanks.

Mark Eskandar_5k691a

Hi @Vanessa Scott,

We recently added support for the features you are asking for to Comala Publishing. We call the ability to capture a static version of a page 'Snapshot Publishing'. This supports the most commonly used Confluence macros, such as Jira and other dynamically generated content.

Snapshots are organized into Collections (another new feature) for ease of use. Collections support both a one-to-many and many-to-one relationship with Snapshots.

Currently, this functionality is only available for Data Center, however we are evaluating the potential for adding this to Comala Publishing Cloud as well. If you think this is something you could make use of, please let us know!

Regards,

Mark Eskandar
Director, Product Management at Appfire

Trisha _Jer-nee a Solutions Partner_

@Vanessa Scott is live to show you how this can be done. Confluence allows you to automate creation of pages and moving current pages to archive while also rolling up the current week into a report summary page.

Happy to help, let me know if you’d like to go through this together. You can book here: https://calendar.app.google/oV3bjDnJoiAdoR9y7

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