Getting Started

Installation & Setup

Prerequisites

Before installing, confirm:

  1. Your instance is Confluence Cloud - this app does not support Confluence Server or Data Center (self-hosted). On Atlassian Government Cloud, see the Atlassian Government Cloud tab instead - installation works differently there.
  2. You have access to the Atlassian Marketplace from within Confluence

For Site Admins - Installing the App

Step 1 - Find the App on the Marketplace

StepAction
1Go to marketplace.atlassian.com and search for Reports, Charts, Templates, CQL & Export for Confluence
2Click Try it free or Buy now

Step 2 - Connect to Your Site

  • Select your Atlassian Cloud site when prompted
  • Sign in if needed
  • Choose Confluence

Step 3 - Review & Confirm Permissions

  • Review the permissions the app requires and click Accept
  • Start the free trial or purchase - the app installs automatically, no restart required

Step 4 - Manage the Installed App

  • Go to admin.atlassian.com → Apps → Manage Apps to configure, manage the license, or uninstall

For End Users - Requesting the App

If you don't have site admin access, you can still request the app:

  1. Find Reports, Charts, Templates, CQL & Export for Confluence on marketplace.atlassian.com
  2. Click Try it free to send a request to your site admin, with justification if prompted
  3. Your admin approves or denies the request - you're notified once it's approved

Verify Installation

After installation, open any Confluence page in edit mode:

  1. Click inside the page body and type /
  2. In the macro search, type Reports - you should see Reports, Charts, Templates, CQL & Export for Confluence
  3. Select it to open the macro editor

If the macro appears, installation is complete and working.

Permissions Requested During Install

PermissionWhy It's Needed
Read Confluence content (spaces, pages, attachments)Query content and build reports from your Confluence data
Read user informationShow authors, contributors, and other user fields in reports

Pricing

Reports, Charts, Templates, CQL & Export for Confluence is priced per user, with a free trial available before purchase. Billing is handled through your Atlassian account settings - see the Marketplace listing for current pricing.

First Steps After Install

Once installed, share the following with your team:

  1. Point editors to the Quick Start Guide for first-use instructions
  2. Confirm page editors can see the macro via the / menu
  3. Insert a test report to confirm it renders end-to-end

Uninstalling

To uninstall: Go to admin.atlassian.com → Apps → Manage Apps → click the app name → Uninstall. Reports already saved on pages will no longer render after uninstallation.