> For the complete documentation index, see [llms.txt](https://olddocs.exivity.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://olddocs.exivity.io/getting-started/how-to-guides/how-to-store-contract-information-with-an-account-in-a-report.md).

# How to store contract information with an Account in a report

Learn how to store details like contract start date/end date or contact details in a report

The [Metadata](/data-pipelines/metadata.md) feature in Exivity can be leveraged to store relevant information about contracts (like Contract ID, Customer ID, contact details, etc.) together with [Accounts](/reports/accounts.md) in report summaries.\
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First, we need to create a Metadata definition, then associate it to one or more [Accounts](/reports/accounts.md).\
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These are the steps to achieve this:

1. Navigate to the **Data Pipelines** > **Metadata** menu and click **Create Metadata.**
2. Choose a meaningful name for your Metadata definition.
3. By clicking the **+** button, you can add fields. Add your prefered fields with their corresponding type. For example:<br>

![Adding a Metadata definition for contract information](https://1141395848-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPRZvuYYNyI3vz1mar1l4%2Fuploads%2FkzGdXm9ktUH4aUgGbJbz%2FContract-Information-metadata.png?alt=media\&token=3ebc8b82-9c9f-4508-88d5-f488199f10c6)

4\. Click **Create** to save your Metadata.<br>

5\. Now, we need to associate this Metadata definition with a report. Go to **Data Pipelines** > **Reports** and choose your prefered report. Click on the *Configuration* tab and you will notice that for each *Key Column* you have the option to add Metadata. In this example, we associated the "Contract Information" Metadata with the Customer level Account:

![Associating Metadata with a report](https://1141395848-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPRZvuYYNyI3vz1mar1l4%2Fuploads%2FSyMqahjIo5ootgpesg4N%2Fassociating-metadata-with-reports.png?alt=media\&token=fb0196ba-27d3-4458-9789-f8289949cb60)

6\. Click **Update** to apply your changes.

7\. To fill in the contract details you just created, go to the **Accounts** menu, select **Overview** and from the list of Accounts, you will notice that at the Account level associated with Metadata, you can add values:

![Adding Metadata values to an Account](https://1141395848-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPRZvuYYNyI3vz1mar1l4%2Fuploads%2F4QALqnYwPQDc6yQiL4Ik%2FContract-Information-metadata-values.png?alt=media\&token=2a37fbc2-3194-47c7-8f69-ff2fd4792666)

8\. Click **Update** to save.\
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Finally, the contract information for the configured Account(s) will be visible in the report.
