Content Report (Insights)
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.
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 reused.
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
Available only to users assigned the Administrator role during the Beta phase.
- 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 Clear All option resets every applied filter at once.
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
Views are shared across your organization, not private to individual users.
Up to 50 shared views can be saved per report in the CCMS.
- Object 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
View the Content Report for a map or folder, and switch between custom report views.
Until Insights (Beta) are fully rolled out only users assigned the Administrator role can access Insights reports.
- In the Content Library, click a map or folder for which you want to view the Content Report.
- In the Resource Drawer that opens on the right, click Insights.
- 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 map or folder 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
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.
Until Insights (Beta) are fully rolled out only users assigned the Administrator role can access Insights reports.
Open the report for a map or folder
Add a chart to the report
- Optional: Drag and drop the chart to a desired position in the report by using
Drag and drop chart.
Filter report results
Add a custom column to the report file listing
Save your custom report view
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
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.
- In the Content Library, click a map or folder for which you want to save the file listing.
- 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.
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.