Metadata report

1. Excel Report management

Excel report management allows you to create reports for containers, folders, documents, tasks, and locations (virtual spaces). Excel reports are available in favorites and in advanced search results. These are composed of the metadata of your choice about the chosen record. 

1.1 Create a report

1. Click on " Administration " in the navigation menu;
2. Then click on " Manage Printables ";
3. In the " Printable Management " window, click on " Manage Excel reports ";
4. In the window, it is possible to manage reports on the different elements, for a specific element, go to the appropriate tab.
5. In the window, click " Add ";
6. Add a name in the " Title of the new report " field;
7. Move in the displayed  box, the metadata that must be displayed in the report;
8. With the arrows to the right of the box (up and down arrow), change the order in which the metadata is displayed in the report;
9. Click on " Save ".

1.2 View a report

 In the " Manage Excel reports" window, click on the magnifying glass to the right of the name of the report you want to view.

1.3 Edit a report

1. In the " Manage Excel reports " window, click on the notebook to the right of the name of the report to be edited;
2. In the report window, it is possible to modify the name of the report, but also the metadata included in it. To do this, move the metadata between the " Available " and " Displayed " boxes. The metadata that is in the " Displayed " box is the metadata that is included in the report;
3. With the arrows to the right of the box (up and down arrow), change the order in which the metadata is displayed in the report;
4. Click on " Save ". 

1.4 Delete a report

In the " Manage Excel reports" window, click the red X to the right of the name of the report you want to delete. 

1.5  Use a report in favorites

To be able to use a report in favorites. It is necessary to first have a favorite with elements for which there is a report.

1. In one of your favorites, click on the type of item for which you wish to have a report;
2. Select the desired report;
3. Click on " View ";
4. On the page that appears, click the title of the report to download it. 

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1.6 Use a report after an advanced search

1. Perform an advanced search and click on " Search ". For more information about the research, consult the Advanced search article;
2. In the search results, select the folders to be included in the report;
3. Click on " Generate Metadata Report";
4. Select the name of the report and click on " View ";
5. On the page that appears, click the title of the report to download it.