[Share] Custom Documents Report Dashboard + Workflow to inventory & audit your tenant documents

JoseRomero — Sat, 11 Jul 2026 01:59:22 GMT

Hi Community! 👋

Sharing a contribution I hope you'll find useful: Custom Documents Report, a dashboard + workflow combo that gives you a full census of the documents in your tenant (dashboards & notebooks).

🔎 What it does

📊 Counts documents by type (dashboard vs notebook) with a creation time series.
🍩 Distribution donut + single-value tiles for a quick overview.

⚙️ How it works The dashboard doesn't hit the API directly — it reads from a Grail lookup table (/lookups/documents_report) populated daily by a Workflow with two Run JavaScript tasks:

Lists all documents via documentsClient.listDocuments.
Uploads the data to the Resource Store as a lookup table.

➡️ The dashboard only shows data after the workflow runs at least once.

🔐 Permissions the workflow actor needs (otherwise you'll get a 403):

Workflows: app-engine:apps:run, app-engine:functions:run, automation:workflows:read/write/run
Listing documents (uses adminAccess): document:documents:read + document:documents:admin
Uploading the lookup to Grail: storage:files:write (+ read / delete for overwrite)

📦 Repo — JSON files + step-by-step README: 👉 https://github.com/Edunzz/DT.dashboards/tree/main/dynatrace

⚠️ Disclaimer: Personal community contribution, shared as-is. Not officially maintained or supported by Dynatrace. Please review before using in production and adjust the schedule, permissions, and lookup path to your environment. Feedback and improvements welcome! 🙌

topic [Share] Custom Documents Report Dashboard + Workflow to inventory & audit your tenant documents in Dashboarding

[Share] Custom Documents Report Dashboard + Workflow to inventory & audit your tenant documents