How to create a content report

Content report clickable link screenshot

The WCMS 3 content report is a CSV file that lists every page on a site. It also displays useful information such as the node ID of each page, the title, the content type, the URL path, and the published status. Site owners can download the file and open it using Excel. It is recommended to regularly download the content report to:

The content report includes URL paths to each page, but it is not a usable hyperlink. It may be convenient to create hyperlinks on the spreadsheet to easily access any page immediately from the doc.

After you have downloaded and opened the document, enter https://uwaterloo.ca/site-name in cell H1, replacing 'site-name' with the URL of your site.
Enter =HYPERLINK($H$1&D2) in cell H2.
With cell H2 selected, use the small green square in the lower right corner of the cell to autofill the formula into the rest of the column.

Note: Save the document as an Excel Workbook (XLSX) to retain functionality of the hyperlinks when you reopen it.

Review published content

Review published pages and archive any content that is no longer relevant.

In the Dashboard, select Content report (CSV) from the Site Management section.
Open the file using Excel.
Select the column that contains the published status, which should be column E.
Select Sort & Filter in the Home toolbar.
Select Sort Z to A.
If prompted, select Expand the selection then select Sort. Published content will now be displayed first on the sheet.

Review old content

It is recommended that you regularly review old pages and archive or delete them if they are not relevant anymore. News items, Events, and Blog posts are some content types that may be in most need of review. To review old pages in each content type:

On the content report, select Column C containing the content types.
Select Sort & Filter in the Home toolbar.
Select Sort A to Z.
Select Expand the selection then select Sort. This will sort the spreadsheet by content type.
Navigate to the content type you are reviewing.
Select all pages for that content type, spanning columns A to H.
Select Sort & Filter in the Home toolbar.
Select Custom sort...
Under Column, select either Column F (Date created) or Column G (Last updated).
Under Order, select either Oldest to Newest or Newest to Oldest.
Select OK.
Repeat for other content types as needed.

Note: The cells in columns F and G may appear as '########' at first, but increasing the size of the column will display their actual values.

Review duplicate paths

On the content report, select Column D containing the Paths.
Select Sort & Filter in the Home toolbar.
Select Sort A to Z.
Select Expand the selection then select Sort. This will sort the spreadsheet by paths, putting similar paths close together.
Increase the width of column D until you can see the end of each path.
Navigate through the content report and find any duplicates that end with '-0' or another number.
If you have found any duplicates, there are multiple options:

You can delete the duplicate page if it is not needed or is not up to date.
Rename one of them and resave it (with the URL alias checkbox checked) to change its path. If the URL alias checkbox is unchecked, you can change the path directly without changing the title of the page.
You can uncheck the URL alias checkbox of both pages. This ensures they will retain their paths.

Review Web forms

On the content report, select Column C containing the content types.
Select Sort & Filter in the Home toolbar.
Select Sort A to Z.
Select Expand the selection then select Sort. Published content will now be displayed first on the sheet.
Navigate to Web forms and review each one.
If a form is closed and will not be re-opened, unpublish it.
If a form redirects to a different site such as Jira or Qualtrics, you can safely unpublish it. The redirect will still work.