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Metadata Report

Purpose

Find documents by metadata category and field values, then review or export the matching results.

Prerequisites

  • You are signed in to EisenVault One.
  • Your account has permission to view the Metadata Report.
  • At least one document category with populated metadata exists in your tenant.
  • You can open Reports from the left navigation.

Before You Begin

The Metadata Report is useful when you need to locate documents by structured fields (for example contract type, expiry date, or department code) rather than by filename alone.

Select a Category first. EisenVault One loads the metadata fields defined for that category so you can filter on them.

Run the Metadata Report

  1. Open Reports from the left navigation.
  2. Open the report type selector and choose Metadata Report.
  3. Select a Category from the filter panel.
  4. Set metadata field filters for the category.
  5. Click Apply or the equivalent action to load matching documents.
  6. Review the results table and export when permitted.

Example Walkthrough

Demonstration screenshots use redacted file titles from a staging tenant.

  1. Open Reports and select Metadata Report. The type selector, category filters, and results table are highlighted.

    Metadata Report with type selector, category filters, and results table highlighted

Expected Result

  • EisenVault One lists documents that match the selected category and metadata filters.
  • Changing the category reloads the available metadata fields.
  • Export downloads CSV or Excel when export is enabled for your role.