Localization Report (Insights)

Note:

This feature is currently in Beta and available to a limited group of customers. General availability for all Heretto customers will follow the conclusion of the Beta phase. Full rollout dates will be shared when available.

Note:

During the Beta phase, only users assigned the Administrator role can access and use Insights reports. Following full rollout, all users with authoring permissions (Author, Editor/Manager, and Administrator) will be able to use Insights.

The Localization Report gives your team a single place to check localization progress across your content.

The Localization Report is a reporting capability that provides a localization overview for a scope of content in Heretto CCMS, such as which files have been localized, into which locales, and which localization jobs are in progress or complete. It gives your team a structured way to monitor localization health and identify where locales or content are falling behind.

The Localization Report is most valuable in these areas:

Progress visibility

See at a glance how many files are localized, how many locales are in use, and how many jobs are still in progress, without opening individual localization jobs.

Locale health and readiness monitoring

Compare localization status, Current, Missing, or Outdated, across locales to identify which locales need attention.

Effort tracking

Word-count metrics show the volume of content localized and its status, helping you assess the scale of localization work completed and remaining.

Localization Report Operation and Guidelines

Before you start working with the Localization Report, familiarize yourself with these facts and guidelines.

Access

  • During the Beta phase, this report is available only to users assigned the Administrator role. Following full rollout, Administrators will be able to grant access to users with authoring permissions (Author, Editor/Manager, and Administrator) through Permissions.

Filtering

  • Filters support locale, localization status, file status, and metadata.

  • Filters apply automatically as they're changed; there's no separate step to apply them.

  • Filter selections, sort order, and visible columns persist locally across sessions.

Data freshness

  • Report data may not reflect changes made immediately before you open the report. Navigating to the report triggers a refresh of the underlying data.

Views

  • You can save your scope settings as a named view and switch between saved views from the View drop-down at the top of the report.

  • Views are shared across your organization, not private to individual users.

  • Up to 50 shared views can be saved per report in the CCMS.

Known limitations

  • The report's content and available metrics are currently fixed; there's no option to add custom charts or views, unlike the Content Report.

  • Access is Administrator-only for the duration of the Beta phase.

View a Localization Report

Note:

Until Insights (Beta) are fully rolled out only users assigned the Administrator role can access Insights reports.

View the Localization Report for a branch, folder, or map, and switch between custom report views.

  1. Go to a branch, folder, or map of your choice.
    • For a map: In the Content Library, click a map.
    • For a folder: In the Content Library, click a folder. The report analyzes the delivery maps within that folder and its subfolders.
    • For a branch: Navigate to a branch and in the Content Library breadcrumbs, click the branch name. For example, master.
      Figure 1. The master branch in the Content Library breadcrumbs
      Layer 1
  2. In the Resource Drawer that opens on the right, click the Insights tab, then click Localization Report.
  3. Optional: If the report has a custom view saved, select the desired view from the View drop-down.

The Localization Report opens and automatically shows data for the branch, folder, or map you selected. You can customize the report and save it as a new view. For details, see Customize a Localization Report.

Customize a Localization Report

Note:

Until Insights (Beta) are fully rolled out only users assigned the Administrator role can access Insights reports.

Customize a Localization Report by applying filters to results and adding columns to the file listing, then save your changes as a new view that other users can access.

Open the report for a branch, folder, or map

  1. Go to a branch, folder, or map of your choice.
    • For a map: In the Content Library, click a map.
    • For a folder: In the Content Library, click a folder. The report analyzes the delivery maps within that folder and its subfolders.
    • For a branch: Navigate to a branch and in the Content Library breadcrumbs, click the branch name. For example, master.
      Figure 2. The master branch in the Content Library breadcrumbs
      Layer 1
  2. In the Resource Drawer that opens on the right, click the Insights tab, then click Localization Report.
  3. Optional: If the report has a custom view saved, select the desired view from the View drop-down.

Search and filter report results

  1. Search for files and filter with default filters such as locale(s), localization status, file status, and due date. You can also filter with metadata, including extracted metadata.

    For details about metadata, see Metadata Governance in Heretto CCMS.

    Figure 3. Search and filter options is the Localization Report
    Layer 1

Add a custom column to the report file listing

  1. Scroll down to the file listing, click Add Column, and select a desired option.
  2. Scroll down to the file listing, click Add Column, and select a desired option.
    Figure 4. The Add Column option in a report
    Layer 1
  3. Optional: Sort values in the column.

Save your custom report view

  1. Save the report to preserve your settings by clicking Save as new View.

    Give the report a meaningful, easy-to-understand name. Optionally, you can also provide extra context in the Description field.

    Figure 5. The save option in a report
    Layer 1

    Once you save your first report, you can switch between saved report views by using the View drop-down menu. Views are shared across your organization, not private to individual users. Up to 50 shared views can be saved per report in the CCMS.

Your settings are saved as a new Localization Report view. Any user with permissions to use Insights can use that view.

Save a Report File Listing to a CSV File

Note:

Until Insights (Beta) are fully rolled out only users assigned the Administrator role can access Insights reports.

Download a CSV file with all details for all files listed in a report. This option is currently available in the Content Report and Localization Report.

  1. Go to a branch, folder, or map of your choice.
    • For a map: In the Content Library, click a map.
    • For a folder: In the Content Library, click a folder. The report analyzes the delivery maps within that folder and its subfolders.
    • For a branch: Navigate to a branch and in the Content Library breadcrumbs, click the branch name. For example, master.
      Figure 6. The master branch in the Content Library breadcrumbs
      Layer 1
  2. In the Resource Drawer that opens on the right, click Insights and go to the desired report.
  3. Optional: If you want to download the file listing of a saved view, select the desired view from the View drop-down.
  4. Scroll down to the file listing, and click Download CSV on the right.
    Figure 7. The download option in a report
    Layer 1

All columns configured for the report or report view are included in the CSV file. File names and file titles are listed in separate columns.

Last updated: August 17, 2026