Bulk Report Generator for Confluence | Documentation

Installation Guide

Install from Atlassian Marketplace

Access Atlassian Marketplace
Visit the Bulk Report Generator page on Atlassian Marketplace.
Install the App
Click "Get it now" and follow the installation prompts for your Confluence instance.
Grant Permissions
The app requires permissions to create and edit pages in your Confluence spaces.
Access Admin Dashboard
After installation, navigate to your Confluence administration to access the Bulk Report Generator admin dashboard.

Admin Dashboard: View previously created reports (click 'Open' to access them) or start creating new reports
Verify Installation
Go to any Confluence page and type /bulkreport to verify the macro is available.

Note: This app is built on Atlassian Forge platform, ensuring secure processing within your Confluence environment with no external data transmission.

Quick Start Guide

Creating Your First Bulk Report

Open a Confluence Page

Navigate to any Confluence page where you want to add the bulk report generator.

Insert the Macro

Type /bulkreport and select the "Bulk Report Generator" macro from the suggestions.

Configure Your Settings

Follow the 4-step wizard to configure your space, template, and generation options.

Generate Reports

Click "Generate" to create your bulk reports automatically.

Basic Usage

/bulkreport

Complete 4-Step Workflow

Step 1

Space & Page Selection

Choose which Confluence space you want your reports created in, and decide the page structure for your reports.

Page Creation Options

Create Child Page

Add reports as child pages under an existing parent page

Create Parent Page

Create a new parent page for organizing your reports

Create Parent & Child

Create both a new parent page and child pages structure

Space Selection: Choose which Confluence space you want your reports created in, and decide the page structure: create as child-page, parent page, or new parent with new child pages.

Step 2

Select Your Template

Choose between two fundamentally different template approaches: Upload Template (copy/paste pages or use native Confluence templates) or Simple Template (select from 150+ prebuilt templates).

Template Selection: Choose your template method - Upload Template (copy/paste pages or use native Confluence templates) or Simple Template (select from 150+ prebuilt templates).

📤 Upload Templates

Copy and paste any existing page content
Use native Confluence templates via link generation
Perfect for replicating existing report structures
Skips Step 3 and goes directly to bulk generation

Upload Template Process:

Upload Template: Copy and paste any existing page content, OR generate a link to use native Confluence templates, edit them, then copy the link back to bulk generate reports.

Upload Success: Your template has been successfully uploaded and is ready for bulk generation.

🎯 Simple Templates

Select from over 150 prebuilt templates
Templates come with headers and metrics preset
Fully customizable in the following steps
Ready-to-use catalog of professional reports

Simple Template Process:

Simple Template Library: Select from over 150 prebuilt templates with headers and metrics already preset. These templates can be further customized in the following steps.

Step 3

Customize Your Template Simple Templates Only

For Simple Templates, you can customize your template with live preview and editing capabilities.

Template Customization Features

👀 Live Preview: See how your template will appear on the Confluence page
✏️ Text Editor: Customize content, formatting, and structure
📊 Modify metrics and descriptions
� Real-time updates as you make changes

Live Preview: See a live preview of how your template will appear on the Confluence page. The editor below lets you make changes and see them reflected instantly.

Template Editor: Use the text editor to customize your simple template. Make detailed adjustments to content, formatting, and structure.

Note: This step is only available for Simple Templates. Upload Templates skip this step and proceed directly to bulk generation.

Step 4

Bulk Generation

Generate your reports with flexible options: single reports, multiple reports, or schedule them as dated, weekly, or quarterly reports.

Bulk Generation: Generate your reports with flexible options - single reports, multiple reports, or schedule them as dated, weekly, or quarterly reports.

⚡ Single Reports

Immediate creation of individual reports

Perfect for one-time report generation
Instant results

📋 Multiple Reports

Batch processing for multiple reports

Generate many reports at once
Efficient bulk processing

📅 Scheduled Reports

Automated report generation with scheduling

Dated reports
Weekly recurring reports
Quarterly reporting cycles

Automated scheduling for regular reporting

Weekly reporting
Monthly reporting
Quarterly reporting

📸 Screenshot: Bulk generation options

Template System Explained

🎯 Simple Templates

What are Simple Templates?

Choose from over 150 prebuilt templates with headers and metrics already preset. Perfect for standard reporting needs with professional formatting built-in.

Key Features:

✅ 150+ ready-to-use professional templates
✅ Pre-configured metrics and headers
✅ Live preview functionality
✅ Fully customizable with text editor
✅ Best for standardized reporting

Workflow:

Step 1 → Step 2 → Step 3 (Customize with Live Preview & Editor) → Step 4

Step 3 Details: Simple Templates include both Live Preview (see how your template will look) and Template Editor (customize content and structure).

📤 Upload Templates

What are Upload Templates?

Copy and paste any existing page content OR use native Confluence templates by generating a link, editing them, then copying the link back for bulk generation.

Key Features:

✅ Copy/paste any existing page content
✅ Use native Confluence templates via link generation
✅ Maintain existing formatting and structure
✅ Perfect for replicating existing report structures
✅ Quick setup process

Workflow:

Step 1 → Step 2 → Skip Step 3 → Step 4

Note: Upload Templates skip the customization step and go directly to bulk generation, making them perfect for replicating existing formats.

Choosing the Right Template Type

Choose Simple Templates if:

You want to browse from 150+ professional templates
You need templates with preset metrics and headers
You want to customize content with live preview
You're creating new report formats

Choose Upload Templates if:

You have existing pages you want to replicate
You want to use native Confluence templates
You need to maintain specific formatting
You want the fastest setup process

Bulk Generation Options

⚡ Single Report Generation

Create individual reports on-demand with immediate results.

Best for:

One-time project reports
Ad-hoc analysis
Testing templates before bulk generation
Quick individual report creation

📋 Multiple Report Generation

Batch process multiple reports efficiently in one operation.

Best for:

Department-wide reporting
Multi-project analysis
Bulk documentation creation
Team-wide report distribution

📅 Scheduled Reporting

Automate regular reporting with flexible scheduling options for consistent, timely report generation.

Available Scheduling Options:

📆 Dated Reports

Generate reports for specific dates or date ranges

📊 Weekly Reports

Automatic weekly reporting cycles

📈 Quarterly Reports

Quarterly business and performance reports

Perfect for:

Regular business reporting cycles
Automated compliance reporting
Consistent team updates
Historical report generation

Generation Process

Regardless of which option you choose, the generation process is streamlined and efficient:

Configure your options - Select single, multiple, or scheduled generation
Review settings - Confirm your template and target settings
Initiate generation - Start the automated process
Monitor progress - Track generation status in real-time
Access results - Find your generated reports in the specified location

Troubleshooting

Common Issues

Macro not appearing when typing /bulkreport

Solution:

Verify the app is installed in your Confluence instance
Check if you have permissions to use macros
Try refreshing the page and typing the command again

Cannot create reports in selected space

Solution:

Ensure you have "Create" permissions in the target space
Contact your Confluence administrator for space permissions
Try selecting a different space where you have full access

Template editing not working

Solution:

This feature is only available for Simple Templates
Upload Templates skip the editing step
Clear browser cache and try again

Scheduled reports not generating

Solution:

Verify the macro is still present on the original page
Check space permissions haven't changed
Contact support if issues persist

Performance Tips

📊 Keep templates focused and concise for better performance
⏱️ Schedule bulk operations during off-peak hours
📝 Test templates with single reports before bulk generation
🔄 Use batch processing for multiple reports instead of individual creation

Frequently Asked Questions

Yes, absolutely. The Bulk Report Generator is built on Atlassian Forge platform, which ensures all processing happens within your Confluence environment. No data is transmitted to external servers.

Currently, the app is designed for Confluence Cloud only. Forge apps are not compatible with Server or Data Center instances.

There's no hard limit set by the app, but we recommend generating reports in batches of 50 or fewer for optimal performance. Larger batches may take longer to process.

The template modifications apply to new reports only. Existing reports remain unchanged. You can always edit individual reports manually in Confluence.

Scheduled reports will stop generating if the original macro page is deleted. The previously generated reports will remain intact, but no new reports will be created.

Yes, since reports are standard Confluence pages, you can export them using Confluence's built-in export features (PDF, Word, etc.).

Support & Troubleshooting

🛠️ Common Issues & Solutions

App Installation Issues

Problem: App not appearing after installation
Solution: Check with your Confluence administrator about app permissions and try refreshing your browser

Template Upload Problems

Problem: Template fails to upload
Solution: Ensure your template is a valid Confluence page export (.xml format) and under 10MB

Report Generation Fails

Problem: Reports not generating successfully
Solution: Check space permissions, verify template compatibility, and ensure sufficient storage space

📞 Get Help

Need assistance? Our support team is here to help with any questions or technical issues.

Contact Support Portal

Email: contact@datapingo.com

💬 When Contacting Support

For faster resolution, please include:

Your Confluence version
App version being used
Step-by-step description of the issue
Any error messages or screenshots
Browser type and version

🎯 Best Practices

For Optimal Performance:

Template Design: Keep templates focused and well-structured
Batch Size: For large bulk operations, consider smaller batches
Permissions: Ensure proper space permissions before bulk generation
Testing: Always test with a single report before bulk operations
Scheduling: Use scheduled reports for recurring needs to save time

📚 Additional Resources

🚀 Try the App

Ready to streamline your reporting workflow? Install directly from the Atlassian Marketplace.

Install from Marketplace

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