Generating a search summary report

Last published : Apr 17, 2026
Any user who has access to the New Searches node, the On-going Searches node, the Standard Searches node, and the Advanced ECA node on the Investigations tab can generate a printable report of searches.
Any user who has access to the New Searches node, the Research Set node, and the Review Set node on the eDiscovery tab can generate a printable report of searches.
To generate a printable report for searches on the Investigations tab
  1. On the Investigations tab, expand the New Searches node, the On-going Searches node, the Standard Searches node, and the Advanced ECA node as required.
  2. Select the search for which you want to export the printable report.
  3. On the action menu bar, click the More Options icon, and click Export Report.
The application generates a report with the information about custodians, the parameters, and the results.
To generate a printable report for searches on the eDiscovery tab
  1. On the eDiscoverytab, expand theNew Searchesnode, theResearch Setsnode, or theReview Sets node.
  2. Select the search for which you want to export the printable report.
  3. On the action menu bar, click the More Options icon, and click Export Report.
The application generates a report with the information about custodians, the parameters, and the results.
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