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Accessing the Content Reporting portlet

This section provides steps on how to access the HCL Content Reporting portlet and details on how each report criterion is interpreted.

Prerequisite

Starting from HCL Digital Experience 9.5 CF214, Content Reporting is installed and deployed by default as part of the CF update process. However, for CF213, Content Reporting must be installed and configured. For instructions on installing Content Reporting manually on supported environments, see the Installing HCL Digital Experience 9.5 Content Reporting topic.

After image configuration in your HCL Digital Experience 9.5 CF213 deployment, Content Reporting is accessible from the Practitioner Studio interface.

Note

You must have User or Editor access to the following resources to use Content Reporting. The User role does not have access to generating a report, updating in bulk, and exporting of generated reports; this role can only view the Updates page containing bulk update history. The Editor role has no feature limitations.​ Refer to Working with resource permissions for more information.

  • Content reporting page - Click the Administration menu icon. Go to Security > Resource Permissions > Pages > Content Root > Practitioner Studio > Web Content > Content Reporting > Click the Assign Access icon to set User role.
  • Content reporting portlet - Click the Administration menu icon. Go to Security > Resource Permissions > Portlets > ** Content Reporting portlet > Click Assign Access** icon to set User role.
  • WCM_REST_SERVICES - Click the Administration menu icon. Go to Security > Resource Permissions > Virtual Resources > WCM REST SERVICE > Click Assign Access icon to set Editor role.
  • WCM libraries and items - Click the Web Content menu. Go to Web Content Libraries > Click the Assign Access icon to set the User or Editor role for any library as needed. A user needs at least User access to an item for that item to be included in a report they generate. A user needs at least Editor access to an item for to be successfully updated during a bulk update.
Features User Editor
Report generation
Bulk update
Export
Updates

Accessing Content Reporting

Refer to the following instructions to access HCL Digital Experience 9.5 Content Reporting from the Practitioner Studio.

  1. Log in to your HCL Digital Experience 9.5 platform, and select Web Content from the Practitioner Studio navigator.

  2. Select Content Reporting from the Web Content menu to access the HCL Digital Experience 9.5 Content Reporting user interface.

The HCL Content Reporting UI

The HCL Content Reporting UI has the following components:

  • Main header - This section contains the total number of results found, a link for viewing completed and pending update actions, the Update button to update the expiry date of the reported items, and the Export button to export the search results into a CSV file.
  • Search Criteria - This section displays a preview of all the criteria used to search for items to populate the report.
  • Report table - This table contains the reported items in table format. By default, the table is arranged by title in alphabetical order. You can also sort the items in the report by Name or by Last modified on. When you change your sorting preference, it is applied even when you search with other criteria, at least until the user reloads the page.

  • View Criteria - Click View Criteria to open the top drawer and display the criteria used for populating the report. You can set the criteria and generate a report in this drawer as well.

  • Criteria - There are six criteria that can be used in different combinations as the basis to generate a report. The dynamic fields of each criterion is displayed after selection. A report can be generated based on any or all of the following criteria:

    • Expiry date
    • Owner
    • Author
    • Item type
    • Phrase
    • Word

  • Add Criteria - This adds another criteria line by clicking + Add. Only one instance of each option can be added at a time.

  • Action buttons - Proceed with the search by clicking the Search button. Clear fields by clicking the Clear button. Close the search criteria drawer by clicking the Cancel button.