Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Next challenges

Recent achievements

  • Global
  • Personal


  • Give kudos
  • Received
  • Given


  • Global

Trophy case

Kudos (beta program)

Kudos logo

You've been invited into the Kudos (beta program) private group. Chat with others in the program, or give feedback to Atlassian.

View group

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

Weekly reporting with Confluence

We are migrating to confluence and want it to be the center of our collaborative universe for all the projects that we run internally. There are quite a few and every project has its own page based on project template page. it all works quite nice so far.

Now I need to implement some sort of weekly reporting for project managers and the goals here are simple:

Project Managers should be able to submit weekly reports on their projects (ideally, they fill out a form with basic things like - what's done, issues, status of progress and so on) - one PM will normally manage 2-5 projects and if they could report on all 5 on the same page, that'd be great.

A a few reports based on project manager's submissions: 1) a table showing current statuses for all projects (last reports and reports before last week to be able to compare) 2) a page that will show all historic reports for a prorject and 3) a short summary of all progress (like status).

What's my best way of getting this sorted, can someone please suggest?

3 answers

1 accepted

2 votes
Answer accepted

I have this feeling that the full implementation of a solution to fit your requirements might be challenging. I'm not sure of the "best" way.

You might consider this simplified approach:

Each project has a status page. This page gets edited each week. The page history shows prior reports. Then on a "roll-up" page (#1), use the reporting plug-in to gather information from each of the given pages as to its last modification date and the modifcation date of the previous version (that has a weakness if PMs edit the page outside of the 1/week).

For #2, use the page history.

For #3, create a page that uses the {include} macro to gather info from each of the pages or excerpts or a given data field.

There are two solutions for that:

  • Blueprints
  • the Play SQL Spreadsheets add-on

Use Blueprints if you want a lot of text (i.e. formatted text, bullet points, etc):

  • Create a Blueprint as a template for reporting, which each manager should submit for each of their projects, every week.
  • They can detail their status (or not) with several paragraphs and images,
  • The metadata can be displayed in the Page Properties Report macro,
  • So you would have a summary page for the reports of the week and another one for all reports of a given project.
  • You're limited in terms of reporting. You will have to fiddle the the labels to make it work. Statistics won't be available.

Use Play SQL Spreadsheets if you're rather managing the data about the projects:

  • Each week, your managers add a line in the spreadsheet for their project,
  • A filtered macro can display all the lines related to a project or all the lines related to a week,
  • You can make stats (% of successful statuses, delays or workforce demand) using queries. Or even graphs ;)

However you're limited to data. You won't be able to put bullet points in cells.

Good luck!

0 votes

Here's a third way. It uses the setup and labels from 

I implemented this solution on a new project and so far, it beats other alternatives (like storing PDF extracts of previous reports).

  1. Create a new page called "Status Report Archive"
  2. Go to the Portfolio Page (i.e. the page that summarises the individual reports) and click on the 3 dots in the top right-hand corner.
  3. In the pop-down menu, select "Copy".
  4. In the "Copy" dialogue
    1. Select "Status Report Archive" as the Parent Page.
    2. Select "Include child pages".
    3. Click "Next".
  5. In the "Copy pages" dialogue
    1. Add the archival date into the "Start titles with" field, e.g. "yyyy-dd-mm_" will give you an archived copy of the Portfolio Page called "yyyy-mm-dd_Portfolio Page".
    2. The preview shows the results.
    3. Un-tick the "Labels" box. Otherwise all your archived pages will show up in the current report.
    4. Click "Copy" and let Confluence do the work.
  6. Now, go to the archived summary page; let's assume you called it "2020-09-24_Portfolio Page". 
    1. Select the first of the sub-pages; scroll to the bottom (or press "l") and add the label "2020-09-24_status".
    2. Repeat for all remaining sub-pages.
    3. Return to the top page and edit it
      1. Edit the page property report.
      2. Add "2020-09-24_status" as label in the property report.
  7. Now, the archived portfolio page displays the correct information.
  8. Consider changing the access rights to the archived pages to read-only.


Suggest an answer

Log in or Sign up to answer
Community showcase
Published in Confluence

Announcing Team Calendars in Confluence Data Center

Hi Community! We're thrilled to share that Team Calendars for Confluence is now a built-in feature for Confluence Data Center releases 7.11 and beyond.  A long time favorite,  Team Cale...

177 views 0 6
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you