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Help Center — Configure report filters and viewer controls
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Configure report filters and viewer controls

Constrain a report and give readers safe, typed ways to refine it.

SIMPLE METADATA

Before you begin

  • A Metadata Report configured with a schema.
  • Schema fields marked indexed when they need to be filtered.
1

Add fixed filters

Use fixed filters to define the entries that belong in the published report. They constrain the report configuration and remain in effect for every reader.

2

Expose viewer filters

Expose only indexed fields that readers genuinely need. The report uses controls that match the field: selections for enums and booleans, ranges for numbers and dates, and Confluence pickers for people, pages and spaces.

3

Choose viewer actions

Enable search, sorting, grouping, full screen or CSV download only when they help the audience. Viewer changes stay local to the current report view; they do not rewrite page entries.

Next step: Entries, history and revisions