How to export right owner’s metadata

How it’s done

1) Go to the “Owners” tab

In the left side menu, click on the “Owners” tab (1) within the Catalog section. Use the search bar to make it easier to search for owners within the catalog. Enter all or part of the name and the system will list the related owners below.

To apply filter to the list of owners, simply type the following commands in the search bar:

• Use the “NOT:ALIAS” command to list owners who do not have pseudonymous information.
• Use the “NOT:CAE” command to list owners who do not have a CAE code informed in the registration.
• Use the “NOT:ASSOCIATION” command to list owners who do not have a membership informed in the registration.

Click on the actions button in the bottom left corner and select the “Export” option (2).

2) Select the type of report you want to export

By clicking on the “Export” option, a window will appear to select the type of spreadsheet to export. You will be able to select between the options of Owners or Ownership.

The exported spreadsheet has the following information:

• Owners (CSV):
  • _id
  • name
  • alias
  • telephone
  • email
  • legal_code
  • cae
  • ecad_code
  • person
  • association
  • birth_date
  • categories
  • bank_name
  • bank_number
  • bank_agency
  • bank_account
  • bank_pix_type
  • bank_pix_code
  • owners
  • pro_owners
  • licensing_owners
• Ownership (CSV)
  • _id
  • name
  • alias
  • telephone
  • email
  • cae
  • ecad_code
  • person
  • association
  • birth_date
  • categories
  • owner_id
  • owner
  • owners_category
  • owners_percent
  • licensing_owners
  • category
  • licensing_owners_percent
  • pro_owners_codigo_ecad
  • pro_owners
  • category
  • pro_owners_percent
  • pro_owners_link

Done! Now you can export your information and be even more agile in your rights management!

Got any doubts, any suggestions? Contact us!