Exporting a search summary report for files

Last published : Jun 07, 2026
To export a search summary report for files
  1. On the Investigation tab, select the search for which you want to export a summary report.
  2. Click New Search to create a new search. Else, expandOn-going Searches orStandard Searches to select existing search.
  3. On the Files tab, and clickExport Report.
The application downloads the summary report (.xlsx) of the files within the search as a zipped (.zip) folder. The report comprises of two sheets.
The Search Summary sheet displays details such as Search Parameters and Custodians.
The Search Result sheet displays details such as Date Received, list of people involved, and Attachments.
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