Metadata Reports

You can generate a report of metadata on documents in a particular folder. Any information that can be displayed in the folder browser's columns can be included in the report. In the web client, you will be prompted to specify what information you want to include when you generate the report. In the Windows client, you can specify the information you want to include in the report by configuring the folder's columns before running the report; information displayed in the columns will also be in the report.

In the web client, you can generate metadata reports as an Excel spreadsheet, as a comma-separated text file, or as an HTML list or table. In the Windows client, you can generate metadata reports as an Excel spreadsheet or as a comma-separated text file.

To download a metadata report in the Windows client

  1. Open the folder whose details you want to export or perform a search to produce the search results you want to export. If the folder or search result list is not displaying the columns corresponding to the information you want to export, modify the column display to show the information to include.
  2. From the File menu, point to Download, and select Download Report....
  3. In the Choose a File for Download dialog box, under Save in, select the location where the list information will be saved.
  4. Under File name, specify the name that will be assigned to the exported file.
  5. Under Save as type, select Delimited Text Files (*.csv) or Excel (*.xlsx).
  6. Click Save to export the list information.

To download a metadata report from the web client

  1. Open the folder whose details you want to export or perform a search to produce the search results you want to export.
  2. In the toolbar, select More Actions and then Generate Report.
  3. Select Metadata Report.
  4. In the Report Type option, select Table, List, Excel, or Text.
  5. To include information on subfolders and their children as well, select Include subfolders. Otherwise, clear this option.
  6. Select the columns that you want to include in your report. You can choose general document properties, records management properties, and template and field values. Double click a column on the left to add it; double click a column on the right to remove it. You can also search for specific columns using the search box.
  7. Click OK to generate your report.