Content Report (Insights)

Note:

This feature is currently in Beta and available to a limited group of customers. General availability for all Heretto customers will follow the conclusion of the Beta phase. Full rollout dates will be shared when available.

Note:

During the Beta phase, only users assigned the Administrator role can access and use Insights reports. Following full rollout, all users with authoring permissions (Author, Editor/Manager, and Administrator) will be able to use Insights.

The Content Report gives your team an easy way to understand the shape of your content set. For example, it can tell you how much content you have, how it's distributed across types, statuses, and owners, and how it's being used.

The Content Report is a reporting capability that surfaces metrics about your content and its reuse across a selected scope in Heretto CCMS. It provides high-level counts, customizable charts, and a filterable object listing, giving your team a structured way to analyze content at scale rather than file by file.

The Content Report is most valuable in these areas:

Content set analysis: See total object and word counts, content type distribution, and locale coverage for any scope, from a single map to your entire branch.
Custom breakdowns: Build your own charts to segment content by the facets that matter to you, like content type, status, owner, locale, or metadata.
Repeatable analysis: Save a specific combination of filters and charts as a view, so you and your team can return to the same analysis later without rebuilding it.

Content Report Operation and Guidelines

Before you start working with the Content Report, familiarize yourself with these facts and guidelines.

Access

During the Beta phase, this report is available only to users assigned the Administrator role. Following full rollout, Administrators will be able to grant access to users with authoring permissions (Author, Editor/Manager, and Administrator) through Permissions.

Filtering

Filters support owner, status, content type, and metadata (string, date range, number, or boolean), and apply to every tile, chart, and listing on the page.
A text search narrows results by content title, file name, body content, or metadata.

Charts

Each chart can be configured with a title, description, Y-axis (Objects or Words), X-axis/Group By (Content Type, Status, Owner, Locale, or a metadata field), chart type (Bar or Pie), size, an optional Stack By, and a time bucket (Day, Month, Quarter, or Year) for date-based grouping.
Hovering over a chart segment shows its label, total count, and percentage of the scoped content set.
Charts can be limited to show only the top results. If a chart would otherwise show more than 200 segments, it's automatically limited to the top 200 and labeled accordingly.
Up to 16 charts can be added to a single view.

Views

You can save your scope settings as a named view and switch between saved views from the View drop-down at the top of the report.
Views are shared across your organization, not private to individual users.
Up to 50 shared views can be saved per report in the CCMS.

File listing

Reflects whatever filters are currently applied and updates as filters change.
Columns are sortable, and only the columns currently shown are included in a CSV download.

Known limitations

Y-axis options for charts are currently limited to Objects and Words.
DITAVAL-based filtering is not currently supported.
Views are currently a shared, organization-wide resource; personal (per-user) views are supported on the backend but not yet exposed in the interface.

View a Content Report

Note:

Until Insights (Beta) are fully rolled out only users assigned the Administrator role can access Insights reports.

View the Content Report for a branch, folder, or map, and switch between custom report views.

Go to a branch, folder, or map of your choice and open the Resource Drawer.
- For a map: In the Content Library, click a map.
- For a folder: In the Content Library, click a folder.
- For a top-level folder, like Content: In the Browse tab or Content Library breadcrumbs, click a top-level folder.
- For a branch: Navigate to a branch and in the Content Library breadcrumbs, click the branch name. For example, master.
Figure 1. The Content folder in the Browse tab and the master branch in the Content Library breadcrumbs
In the Resource Drawer that opens on the right, click the Insights tab.
Optional: If the report has a custom view saved, select the desired view from the View drop-down.

The Content Report opens and automatically shows data for the branch, folder, or map you selected. You can customize the report and save it as a new view. For details, see Customize a Content Report.

Customize a Content Report

Note:

Until Insights (Beta) are fully rolled out only users assigned the Administrator role can access Insights reports.

Customize a Content Report by adding charts, filtering results, and adding columns to the file listing, then save your changes as a new view that other users can access.

Open the report for a branch, folder, or map

Go to a branch, folder, or map of your choice and open the Resource Drawer.
- For a map: In the Content Library, click a map.
- For a folder: In the Content Library, click a folder.
- For a top-level folder, like Content: In the Browse tab or Content Library breadcrumbs, click a top-level folder.
- For a branch: Navigate to a branch and in the Content Library breadcrumbs, click the branch name. For example, master.
Figure 2. The Content folder in the Browse tab and the master branch in the Content Library breadcrumbs
In the Resource Drawer that opens on the right, click the Insights tab.

The Content Report opens.

Add a chart to the report

In the Content Report, scroll down past the charts available by default and click Add Chart.

Configuring custom charts is possible only in the Content Report. One report can contain up to 16 charts.

Figure 3. The Add Chart option in the Content Report
In the Configure Chart window, choose desired data fields, visualization type, and layout for this chart.

Tip:
Explore different chart types and settings to find the best fit for your data. Charts are easy to edit, and you can add multiple charts side by side to compare visualizations before deciding which works best for your use case.
Click Add Chart.

If the Add Chart button is inactive, a required setting is missing in your configuration. Specify it to add the chart. Adding a chart only saves your chart settings. To ensure the chart is saved in the report, save it as a new view.
Optional: Drag and drop the chart to a desired position in the report by using Drag and drop chart.

Search and filter report results

Search for files and filter with default filters such as content type, file status, and owner. You can also filter with metadata, including extracted metadata.

For details about metadata, see Metadata Governance in Heretto CCMS.

Figure 4. Search and filter options is the Content Report

Add a custom column to the report file listing

Scroll down to the file listing, click Add Column, and select a desired option.

Figure 5. The Add Column option in a report
Optional: Sort values in the column.

Save your custom report view

Save the report to preserve your settings by clicking Save as new View.

Give the report a meaningful, easy-to-understand name. Optionally, you can also provide extra context in the Description field.

Figure 6. The save option in a report

Once you save your first report, you can switch between saved report views by using the View drop-down menu. Views are shared across your organization, not private to individual users. Up to 50 shared views can be saved per report in the CCMS.

Your new chart(s), filter(s), and column(s) are saved as a new Content Report view. Any user with permissions to use Insights can use that view.

Save a Report File Listing to a CSV File

Note:

Until Insights (Beta) are fully rolled out only users assigned the Administrator role can access Insights reports.

Download a CSV file with all details for all files listed in a report. This option is currently available in the Content Report and Localization Report.

Go to a branch, folder, or map of your choice and open the Resource Drawer.
- For a map: In the Content Library, click a map.
- For a folder: In the Content Library, click a folder.
- For a top-level folder, like Content: In the Browse tab or Content Library breadcrumbs, click a top-level folder.
- For a branch: Navigate to a branch and in the Content Library breadcrumbs, click the branch name. For example, master.
Figure 7. The Content folder in the Browse tab and the master branch in the Content Library breadcrumbs
In the Resource Drawer that opens on the right, click Insights and go to the desired report.
Optional: If you want to download the file listing of a saved view, select the desired view from the View drop-down.
Scroll down to the file listing, and click Download CSV on the right.
Figure 8. The download option in a report

All columns configured for the report or report view are included in the CSV file. File names and file titles are listed in separate columns.

Under maintenance

Heretto Help

Content Report (Insights)

Content Report Operation and Guidelines

View a Content Report

Customize a Content Report

Save a Report File Listing to a CSV File

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