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

JoseRomero
Dynatrace Advisor
Dynatrace Advisor

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:

  1. Lists all documents via documentsClient.listDocuments.
  2. 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 

JoseRomero_0-1783734760087.png

 


⚠️ 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! 🙌

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