Report on glossaries

Who can do this?

You must be an admin user in Atlan to view the reporting center. If enabled by admins, member users can also view the assets, glossary, Data Exploration, and usage and cost dashboards. Permission to view the governance and automations dashboards is reserved for admin users only.

Monitor and manage your glossaries in the reporting center dashboard. Track categories, terms, and their linked assets, view metrics on recently created items, and manage term-asset linkages to understand the downstream impact of glossary changes.

Did you know?

You can also view and take action on all your requests for updating terms and categories, right from the glossary dashboard.

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 Business Graph.
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 Business Graph.
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 Business Graph.
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.