Organizations can choose to include or exclude Metadata in exported or emailed .CSV files for all Upland Analytics users. When opting to include metadata by selecting Include metadata on .CSV format files when downloading, the reports' titles and details about their generation, including the date and user responsible, are appended to the .CSV file. Otherwise, these details are omitted from the report
Note: This configuration is managed at the system level and applies to all users in your environment.
Configuration
If your organization would like the Include metadata on .CSV format files when downloading setting modified, please contact PSA Support.
Benefits
Controlling metadata inclusion in CSV exports helps your organization balance traceability with data portability:
- Including metadata provides visibility into report details for auditing and recordkeeping.
- Excluding metadata allows for smoother data imports into other systems, supporting integration workflows.