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Localization 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 Localization Report gives your team a single place to check localization progress across your content, instead of piecing that picture together from individual files or jobs.

The Localization Report is a reporting capability that provides a localization overview for a scope of content in Heretto CCMS, such as which files have been localized, into which locales, and which localization jobs are in progress or complete. It gives your team a structured way to monitor localization health and identify where locales or content are falling behind.

The Localization Report is most valuable in these areas:

Progress visibility

See at a glance how many files are localized, how many locales are in use, and how many jobs are still in progress, without opening individual jobs.

Locale health and readiness monitoring

Compare localization status, Current, Missing, or Outdated, across locales to identify which locales need attention.

Effort tracking

Word-count metrics show the volume of content localized and its status, helping you gauge the scale of localization work completed and remaining.

Localization Report Operation and Guidelines

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

Access
  • Available only to users assigned the Administrator role during the Beta phase.

  • Broader access for users with authoring permissions is planned for general availability, though a rollout date hasn't been confirmed.

Filtering
  • Filters support locale, localization status, file status, and metadata.

  • Filters apply automatically as they're changed; there's no separate step to apply them.

  • Filter selections, sort order, and visible columns persist locally across sessions.

Data freshness
  • Report data may not reflect changes made immediately before you open the report. Navigating to the report triggers a refresh of the underlying data.

Known limitations
  • The report's content and available metrics are currently fixed; there's no option to add custom charts or views, unlike the Content Report.

  • Access is Administrator-only for the duration of the Beta phase.

View a Localization Report

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

Note:

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

  1. In the Content Library, click a map or folder for which you want to view the Localization Report.
  2. In the Resource Drawer that opens on the right, click Insights.
  3. Optional: If the report has a custom view saved, select the desired view from the View drop-down.

The Localization 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 Localization Report.

Customize a Localization Report

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

Note:

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

  1. In the Content Library, click a map or folder for which you want to view the report.
  2. In the Resource Drawer that opens on the right, click Insights.
  3. At the top of the Insights view, click Localization Report.

    The report automatically shows results for the map or folder.

Filter report results

  1. Filter with default filters such as locale(s), localization status, file status, and due date. You can also filter with metadata, including extracted metadata.

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

Add a custom column to the report file listing

  1. Scroll down to the file listing, click Add Column, and select a desired option.
  2. Optional: Sort values in the column.

Save your custom report view

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

    Give the report a meaningful name that will be easy to understand to other users. Optionally, you can also provide extra context in the view description.

    Once you save your first report, you can switch between saved report views by using the View drop-down menu.

Your settings are saved as a new Localization 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.

  1. In the Content Library, click a map or folder for which you want to save the file listing.
  2. In the Resource Drawer that opens on the right, click Insights and go to the desired report.
  3. Optional: If you want to download the file listing of a saved view, select the desired view from the View drop-down.
  4. 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.