Reports

Lists all 'sticky notes' that authors have placed on pages in Author.  

• For each annotation, the report will include its path and location on the UBCMS page of each annotation, as well as its text, color, and by whom and when it was last modified.
• This report does NOT allow modification of the UBCMS pages.

Get a snapshot of how productive your authors have been.

• The report will display the total number of pages and those that have been modified and activated within the past six and twelve months for a chosen path on the UBCMS.

Lists details about brag pages.

• This feature is still in development.

Lists information about text and media files located in the Digital Asset Management area of the UBCMS.

• The report will include: filename, title, description, modification date, publication date, size, width & height for images, file type and any keywords.
• This report allows modification of some of the fields for the displayed assets, manually within the report, or by using the Import CSV Changes feature; e.g. to change the listed title, description, and keywords.

Lists information about your site's event list feeds.

• The report will include each page in your site(s) that has an Event List component, with the corresponding External ID from the master event calendar feed.
• Create the report, then open it and click the 'Load Report' button. Otherwise it will remain blank.
• Configure report has no function -- the report automatically shows all content for which you have permissions.
• This report does NOT allow modification of the UBCMS pages.

Lists details for your pages that rely on UBCMS content located outside of your site (website pages, shared content and DAM objects) as well as the modification and activation status for those related assets. If the object has been deleted, the status will state "does not exist." This does NOT list resources that are outside the UBCMS.

• The report will include information about each external resource (path, status, modification and activation details) as well as the paths of your associated pages.
• We use this tool heavily to prepare for launching new sites.
• This report does NOT allow modification of the UBCMS pages.

Lists UBCMS pages that link to pages in a specified path.  Only reports links from pages for which the user that created the report has read access (Viewer/Author).

• Search path - Provide a relative path within the UBCMS.
• Page/URL to find - Provide a relative path to a particular UBCMS page (/content/page.html) or an absolute URL to an external website (e.g. http://www.website.com).

Lists information about faculty master profiles [pilot sites only]. 

• Shows data related to content in /content/authoritative/profiles.
• In the report, a page Title can be modified, but nothing else.
  
• The report pulls these master pages and shows what profiles they point to (actual profile can live anywhere).
• In the report, 'Bad Profile Target' means a bad reference path in the master profile in Authoritative Content.

Lists navigation settings for your pages (Hide in Top Nav, Hide in Mobile, etc.).

• The report will include the settings for each selected page (Title, Path, Top Nav, Left Nav, Mobile Menu, Lists, XML Sitemap, Sitemap Component, Child Pages in Top, Child Pages in Left) as assigned in each of their Page Properties Navigation Options, including if they have been set to 'Hide in' any of these features.
  
• This report does NOT allow modification of the UBCMS pages.

Lists all links explicitly mentioned on either a single page, a list of pages, or trees of pages, including other UBCMS pages, downloads, images as well as external links.

• Explicitly mentioned means, for example:
  • links in top or left navigation are not included
  • links in lists generated by tags, queries or child pages are not included, though paths used in the query, starting point for child page list, etc. will be included
  • paths to shared content referenced by a page are included, but links within the shared content are not
• The report includes links in text components, curated lists, carousels, slide decks, Calls to Action, as well as special components like YouTube Videos, YouTube Galleries (playlists), and even HTML Snippets.
  
• Root paths - Click 'Add Item (+)' to add one or more specific pages to search. 
• Traverse child pages - Select to include links for the child pages of the above path(s).

Lists the status of your pages, including modification and stewardship details (if set).

• For each page within the specified path, the report will include
  
  • title, path, status (modification and publication) details
    • Activated – Current version of page is on live site (published).
      
    • Deactivated- Page has been removed from live site (unpublished).
      
    • Modified – Page has changed since it was last published and must be republished for those changes to show on live site.
      
    • New- Page was created but never published.
      
  • stewardship details, including maintainer's userid and expiration date, review frequency, subject matter expert and any notes applied in Page Properties Stewardship Tab
    
  • any On/Off Times, Featured Times and Scheduled Activation Times
  • values for No Index, Require/Prevent SSL and Require SSL Site-Wide
  • any "Hide in" settings from Page Properties (e.g. Hide in Left Nav)
• Additional options:
  • Filter by owner - Only show pages marked with this maintainer. Enter their UBITName.
    • (as entered in each page's Page Properties)
  • Filter by expiration - Only show pages expiring before the specified date and time.
    
    • (as entered in each page's Page Properties)
• This report allows modification of the displayed UBCMS pages, manually within the report, or by using the Import CSV Changes feature; e.g. to change the listed page maintainer or expiration date.

Lists users and associated permissions on specified path(s).

• For each specified path, the report lists the following details:
  • Read: anyone who can see the pages; e.g. Viewers, Authors, Specialists, or Publishers)
  • Edit: anyone who can edit the pages; e.g. Authors or Specialists)
  • Publish: anyone who can activate the pages; i.e. Publishers)
• Advanced details include:
  
  • Actual ACLs: details about the corresponding permissions groups
  • Effective ACLs: details about the corresponding permissions groups
• The report will also break down the path further, for any sub-groups that have been created.
• Sites will normally have at least one secondary cluster, for the /config files (e.g. header and footer).
• None of these can be adjusted from the report.

Note: This report only lists pages with unique permissions. So if your entire site has the same assignments, only your home page permissions will be listed.

Note: When someone leaves UB, their centralized account is disabled. This renders them unable to log into the UBCMS, but their group membership must be removed manually. Disabling of student account can take months in case they register for more classes. Staff accounts are disabled sooner (2-4 weeks or immediately in some cases).

Lists school and department information about faculty profiles [pilot sites only].

• This feature is still in development.
  
• Shows data related to content in a departmental area; e.g. /content/shared/foresty/profiles.
• Every property of the profiles can be seen in this report (name, phone, email, research topics, school info, etc).
  

Lists details about quote pages.

• This feature is still in development.

Lists what is linking TO your page(s). Can run one page or a page and its children.

• Displays references to one or more specified pages including each reference's Source Page Title and Source Page Path.
  
• Only partial information is shown for pages that are not visible to you based on your permissions.
  
  • Source Page Title will state "-- you do not have access to view this page -- ".
    
  • Source Page Path will show only the start of the path; e.g. "/content/www/...".
  • Page owner information will always be provided when available.

Lists details about story pages.

• This feature is still in development.

Lists details for any of your pages that are tagged.

• This does NOT list related assets that are pulled ONTO your pages through lists.
• Many sites tag their shared content and not their actual Web pages. In that case, remember to set the path to your shared content folder(s).
• The report will include each UBCMS page by title and path, as well as the associated tag ID(s) and title(s).
  
• Additional options:
  • Arrange tags
    
    • Multiple rows per page - one tag per row
    • One row per page - consolidate each page's tags into a comma-separate string
      
      • Show: choose from Tag ID or Tag Title
  • Include pages with no tags? (optional)
• This report does NOT allow modification of the UBCMS pages.

Lists all tags available in the UBCMS as a downloadable CSV with tags grouped hierarchically. No references or usage details are included. This tool is accessed separately from the other reports.

Use these two settings:

• Tags root: use /content/cq:tags
• Type: choose 'non localized'

Lists UBCMS users and authorizations.

Lists details for any of your pages that use URL redirects.

• The report will include each Vanity URL and the UBCMS page to which it is associated.
  (NB. This report will not show redirects set up on the main server or redirect pages.)
• Additional options:
  
  • Arrange Vanity Path
    • Multiple rows per page - one vanity path per row (Read Only)
      
    • One row per vanity path - consolidate one page's vanity urls into one row (Writable)
• This report does NOT allow modification of the UBCMS pages.

Workflow Report - List details of any of your pages that are associated with workflows. (As a workflow completes, a record is saved, which is then displayed in this report.)

• Workflows are by site. You must be a member of a site's workflow groups to see them.
• Initially, specify 
  • Start date - Specify a limit (optional).
    
  • End date - Specify a limit (optional).
    
  • Model - Choose from:
    
    • All Models [default]
    • Schedule Page / Asset Activatation
    • Schedule Page / Asset Deactivation
  • Status - Choose from:
    
    • All statuses [default]
    • Completed - Workflow process was used and completed.
      
    • Running - Workflow was initiated but not completed.
      
    • Aborted - Workflow was initiated but terminated manually ('terminate' was clicked in Inbox) or due to a system error that terminated the Workflow mid way (e.g. when 'activate' is clicked in the Sidekick).
      
    • Stale - Workflow was initiated but 'hung' mid way due to a system error.
      
  • Report type - Choose from:
    
    • Summary [default] - A summary about the workflow itself (number of assets processed, their date range, and their average/min/max processing time).
    • Details - Basic information about each page/asset that was associated with a workflow (comments, duration, start/end dates, status, and model).
    • Detail (with summary) - Basic information about each page/asset that was associated with a workflow, plus a summary about the workflow itself.
• This report does NOT allow modification of the UBCMS pages.

• Certain reports have editable fields -- note the absence of a padlock icon in the report's column headings.
• You can type directly into these fields, plus copy and paste to and from Excel and other programs should work pretty well. You can even copy and paste a column to a text editor with fancy search+replace capabilities, then copy and paste the modified details back into the report. Note that you must work within the editable columns, so pasting multiple columns is tricky.
  
• Modifications are show in a 'preview mode' (changed cells turn yellow) and nothing permanent happens until you click Save.
• The UBCMS will warn you if you are abandoning unsaved changes.
• There is no undo function so if you will be making lots of changes, we suggest you first download a CSV copy.

• Certain reports have editable fields -- note the absence of a padlock icon in the report's column headings.
• Bulk changes can be made to all of the editable parts of a report by uploading a modified CSV file.
  
  1. Click Download CSV to save a local copy of the report.
     
  2. (We suggest saving a backup copy.)
  3. Open the file in an appropriate program; e.g. Excel.
     
  4. Make changes to the columns that can be edited. (Other changes will be ignored.)
     • For the Expiration field, the date must be in the format yyyy-mm-dd (use Excel's Custom format).
       
  5. Click Import CSV Changes to upload your revised file and introduce your changes into the original report.
     
  6. Preview your changes (highlighted in yellow).
  7. Click Save Changes to commit your changes to the corresponding UBCMS pages.
     
  8. The UBCMS will warn you if you are abandoning unsaved changes.
     
• Modifications are shown in a 'preview mode' (changed cells turn yellow). Nothing permanent happens until you click Save.
• Saved changes cannot be undone, but if you saved a copy of the original downloaded CSV file, you can import that back in to reset your changes.

Right click on the Download CSV button and choose Copy Link to get your URL.

• This link will always run this report as configured, but with updated results.
• The link will run the report without asking for your username/password (that’s why it is long and random).
• You can give it to someone else to download without your password.
• You can set up a Google Doc so that the data is refreshed every time you view it.
  • Create a new sheet, or a new tab on a sheet.
  • Type this into a cell: =IMPORTDATA(“URL”). Quotation marks are required. Replace URL with your link
    e.g. =IMPORTDATA("https://ubcms-author.buffalo.edu/bin/reportrunner.view/abc123.csv")
    
  • Your Google doc should say 'Loading…' and then display the data.
  • You can adjust formatting (headers, dates, etc.) and add formulas in other columns and other tabs.
  • These changes will NOT be reflected in the original report -- see the Make Bulk Changes procedure.
    
• Excel has similar functionality although the steps are different: Learn more about Excel Web query | video.