Reporting Options

The QC Approvals app provides multiple reporting views and tools to help users track, manage, and analyze approval statuses across pages and the entire site. Below is an overview of each reporting interface and its capabilities.

Version Control

This view is available on each individual Confluence page that has enabled QC Approvals. You can find the Version Control report by following these steps:

1. Go to a Confluence page

2. Click “More actions” (the three dots in the upper right corner)

3. From the “Apps” menu, select the “QC Approvals”

4. Navigate to the “Version Control” tab.

Key Features:

• Version Type Control: Set the version as Major or Minor.

• Alias Assignment: Add an alias to help identify the version.

• Reason for Change: Leave a note explaining why the version was created.

• Add Signers: Assign additional signers to the version.

• Signature Tracking: View a list of signers and track who has signed or rejected each version.

Overview

This is a site-wide reporting table that allows users to monitor approved pages within the site. You can find this table by following the steps below:

1. Click on “Apps” from the left sidebar

2. Select the “Site Admin”

3. Remain in the “Overview” tab.

Key Features:

• Global View: Displays approval data from all pages using QC Approvals.

• Filter Options:

  • Space – Filter by Confluence space.

  • Status – Filter by version status (e.g., Pending, Signed, Rejected).

  • Signer – Filter by specific signers to see their assigned tasks or completions.

Dashboard

This is a site-wide reporting dashboard that allows users to keep track of all approval requests within the site. You can find the Dashboard by following these steps:

1. Click on “Apps” from the left sidebar

2. Select the “Site Admin”

3. Navigate to the “Dashboard” tab.

Key Features:

• Global View: Displays approval requests for all versions of the pages within the site.

• Filter Options:

  • Status – Filter by version status (e.g., Pending, Signed, Rejected).

  • Signer – Filter by specific signers to see their assigned tasks or completions.

  • Space – Filter by Confluence space.

My Approvals

This section provides a personalized view for each user to manage their own approval tasks across the site. You can find the “My Approvals” table if you follow these steps:

1. Click on “Apps” from the left sidebar

2. Select the “My Approvals”

3. Remain in the “My Approvals” tab.

Key Features:

• Personal Approvals List: Displays only the versions the current user is assigned to sign.

• Filter Options:

  • Status: Filter by version status (e.g., Pending, Signed, Rejected).

  • Space: Filter by Confluence space.

• Retroactive Signing: Users can sign older versions that are still pending their signature by clicking the “Sign document” button (pencil icon) next to the version.

QC Approvals Version Control

This read-only reporting macro provides a table view of version control data directly on a Confluence page. To add the macro on your pages:

1. Click on “Insert elements” button or type / in your editor

2. Search for the QC Approvals - Version Control macro

3. Select it to add it to the page

4. Publish the page.

Key Features:

• Displays the same content as the interactive Version Control section from the QC Approvals Page Overview.

• Read-Only: Users can view all relevant data but cannot make any edits or initiate changes.

• Ideal for Reports: Embed this macro into summary or project report pages to provide approval context without editing capabilities.