Export results and generate a report

In UserSearch, a saved result becomes exportable evidence through three linked pages: Bookmarks (individual saved results), Reports (the list of generated Report files), and History (your search-and-login activity log). This guide shows how to bookmark results, generate a Report from the Bookmarks page, and download the finished file from the Reports page.

Forensic Mode is required to keep bookmarks and history

Bookmarks and History are retained only for Cases that keep an audit trail. When a Case has Forensic Mode on, it retains bookmarking and history and provides chain-of-custody. A Private case (Forensic Mode off) keeps no bookmarks and no history (per Lee, 2026-07-08). The steps below assume you are working in a forensic (audited) Case.

Bookmark, Export, and Report are different things

Keep these three terms distinct — they are not interchangeable:

Term	What it is
Bookmark	A single saved result, associated with a Case, kept for later review and export.
Export	An ad-hoc download of the current results table.
Report	A generated .xlsx artefact built from saved results and stored in a Case.

1. Bookmark a result

A Bookmark is one saved result tied to a Case. You create bookmarks from the results surface; each saved result then appears on the Bookmarks page.

Each bookmark records the Search type (the data source or enrichment source) behind the saved result — for example reverse-email-epieos, reverse-email-predicta, or reverse-lookup-enriched.

Bookmarks page, Report-generation panel and Bookmarks table

2. Open the Bookmarks page

Select Bookmarks in the left navigation. The page is titled with the subtitle “Manage and export your saved search results,” and it has two stacked working areas — the Report-generation panel at the top and the Bookmarks table below it — followed by the shared Case Summary panel.

The Bookmarks table lists your saved results with these columns: a select-checkbox, ID, CASE, TYPE, CATEGORY, VALUE, BOOKMARKED AT, and ACTIONS. The table scrolls vertically when there are more rows than fit on screen. Each row’s ACTIONS column has a Delete (trash icon) button that removes that single bookmark.

Note

Each bookmark row has a leading checkbox. Whether selecting rows drives a bulk action — and what that action would be — is not yet confirmed.

3. Generate a Report

Reports are generated from the Bookmarks page. The Reports page (Step 4) only lists, downloads, and deletes them.

In the Report-generation panel at the top of the Bookmarks page, set the following controls, then create the file:

1. FILTER BY CASE — choose the Case whose bookmarks the Report should cover. This also restricts the Bookmarks table to that Case.
2. FILE TYPE — choose the export format. The captured option is Xlsx.
3. FILENAME — name the generated Report file. Leave it empty to accept the default name.
4. INCLUDE BASIC CASE DETAILS — toggle on to embed basic case details into the Report.
5. INCLUDE CASE HISTORY — toggle on to embed the case history into the Report.
6. Select Generate Report (the coral button with a document icon).

The Report is produced from your selected Case, file type, filename, and include options, and the finished artefact then appears on the Reports page.

Tip

A SEARCH field on this panel filters the Bookmarks table by text, so you can narrow the visible rows before generating a Report.

Report file format and options not fully confirmed

The glossary records the Report artefact as .xlsx and the FILE TYPE control shows Xlsx, but the on-disk format and the full list of FILE TYPE options are not yet captured. Likewise, whether the observed panel state (case, Xlsx, both include-toggles off, empty filename) is an out-of-box default or a saved preference is not confirmed.

4. Download the Report from the Reports page

Select Reports in the left navigation (subtitle: “View and download generated reports”). The Saved Reports panel carries the note “Creation of reports can be done in the bookmarks page,” confirming that Reports are generated on Bookmarks and only listed, downloaded, and deleted here.

Reports page, Saved Reports table

• Use the FILTER BY CASE dropdown (top-right of the content area) to filter the Saved Reports table to a single Case.
• The table columns are: ID, NO. OF RECORDS, NO. OF DOWNLOADS, FILE NAME, FIRST DOWNLOADED, LAST DOWNLOADED, and ACTIONS.

In a Report row’s ACTIONS column:

• Select Download (orange button) to download that Report’s file. Downloading increments its NO. OF DOWNLOADS.
• Select Delete (trash icon) to remove the Report from the list.

Note

A Report’s FILE NAME embeds its creation time, which can differ from the FIRST DOWNLOADED and LAST DOWNLOADED timestamps — the name records when the Report was created and the columns record when it was downloaded.

5. Export a report from History (optional)

The History page (subtitle: “Review and manage your search history”) logs your account’s past searches and logins — it is not the billing Transaction history. History is retained for Cases with Forensic Mode on and is not kept for Private cases (per Lee, 2026-07-08).

History page, dark mode, filter/report controls and History table

History has its own report-generation controls:

1. FILTER BY CASE — filter history entries by Case.
2. FILE TYPE — the export format (captured value Xlsx).
3. FILENAME — name the generated report file.
4. Select Generate Report (orange button) to produce a downloadable report from the case, file type, and filename.

The History table lists entries with columns ID, CASE, TYPE, DESCRIPTION, CREATED AT, and ACTIONS. TYPE is either login (“User logged in using email and password.”) or search (“User searched for people…”). Each row’s ACTIONS column has a Delete (trash icon) button that removes that single entry.

Caution

The Delete All button (red, top-right) removes all history entries. Any confirmation dialog for Delete All, and the result states for single Delete actions on bookmarks, reports, and history entries, are not yet captured.

Case Summary panel

The bottom of the Bookmarks, Reports, and History pages shares a Case Summary panel. It aggregates per-Case totals with the columns CASE NAME, NUMBER OF BOOKMARKS, REPORTS CREATED, and LAST UPDATE. A LAST UPDATE of N/A indicates the Case has no recorded activity to timestamp. The listed cases match those offered in the FILTER BY CASE dropdowns.

Team accounts

On team accounts, Cases — and therefore their bookmarks, reports, and history — can be shared across the team, which draws on one common credit pool controlled by a team leader. Single accounts do not share (per Lee, 2026-07-08).

Verified against UserSearch v2.0.20