How to report on glossaries

The glossary dashboard in the reporting center helps you track your glossaries, categories, and terms. You can view a high-level overview of all your glossaries or use a variety of filters to drill down further.

Filter glossaries

You can use the filters in the glossary dashboard to customize your view of glossary metrics.

To filter glossaries:

1. From the left menu in Atlan, click Reporting and then click Glossary.
2. Under Glossary, for the All glossaries filter, select a glossary — for this example, we'll select the Concepts glossary.
3. For the All Categories filter, select a category — for this example, we'll select the Marketing category.
4. (Optional) To further refine your search, click More filters.

You will now be able to view metrics for your filtered glossary! 🎉

View terms by linked assets

You can view metrics for terms with linked assets before making any changes to your terms. This can help you understand the downstream impact of your modifications in advance. 

To view linked assets for your terms:

1. From the left menu in Atlan, click Reporting and then click Glossary.
2. From the Glossary dashboard, scroll down to Terms by linked assets.
3. Click a term to view a list of all the linked assets in the sidebar.
4. (Optional) In the sidebar, next to Search all assets, click the export icon to export linked assets for a term to a spreadsheet.

Update new terms and categories

You can also get to work on recently created terms and categories from the glossary dashboard — for example, attach a tag to a recently added term.

To update a recently created term:

1. From the left menu in Atlan, click Reporting and then click Glossary.
2. From the Glossary dashboard, scroll down to Recently Created Terms & Categories.
3. Click any term to view the term details in the sidebar — for this example, we'll select Economic Census. 
4. In the term sidebar, navigate to Tags and click the + sign to attach a tag to your term — for example, Public.
5. Next to your selected tag in the popup, click the downward arrow to configure tag propagation.
6. Click Save to save your changes.