Bookmarks, Reports and History reference

This page covers how a search result becomes persisted evidence in UserSearch and how that evidence is exported and audited. Three left-nav destinations work together:

• Bookmarks — individual saved results, filtered per Case, and the place where Reports are generated.
• Reports — the list of already-generated Report artefacts, for download or deletion.
• History — the account’s search-and-login activity log, with its own report export and delete controls.

All three pages share the Case Summary panel and the standard global navigation.

Prerequisite — Forensic Mode

Bookmarks and History exist only for cases that retain an audit trail. When a Case has Forensic Mode on, it retains bookmarking and history and provides chain-of-custody. When a Case is Private (Forensic Mode off), there is no bookmarking and no history kept (per Lee, 2026-07-08). The pages below therefore reflect activity for forensic (audited) cases.

Bookmarks page, Report-generation panel + Bookmarks table + Case Summary

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Bookmarking a result

A Bookmark is a single saved result, associated with a Case, kept for later review and export. A Bookmark is distinct from an Export (an ad-hoc download of the current results) and from a Report (a generated artefact saved to a Case). You bookmark a result from the results surface, and it then appears on the Bookmarks page.

Each bookmark row records the Search type it came from — the underlying data source or enrichment source behind the saved result. The captured data shows search types such as reverse-email-epieos, reverse-email-predicta, and reverse-lookup-enriched.

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The Bookmarks page

The page subtitle reads “Manage and export your saved search results.” The Bookmarks left-nav entry is active.

The page stacks two working areas vertically — the report-generation panel at the top and the Bookmarks table below it — followed by the shared Case Summary panel.

Generating a Report

Reports are generated from the Bookmarks page. (The Reports page itself only lists and downloads them — see below.) The panel lays its controls out left to right:

Control	Label	Function
Case filter	FILTER BY CASE	Restricts the report (and the bookmarks table) to a single Case.
Format	FILE TYPE	Chooses the export file format.
Filename	FILENAME	Names the generated Report file.
Toggle	INCLUDE BASIC CASE DETAILS	Embeds basic case details into the Report.
Toggle	INCLUDE CASE HISTORY	Embeds the case history into the Report.
Action	Generate Report	Coral button with a document icon; produces the Report artefact from the current selections.
Search	SEARCH	Text filter over the bookmarks table.

To generate a report:

1. Choose the Case in FILTER BY CASE.
2. Set the FILE TYPE.
3. Enter a FILENAME.
4. Optionally enable INCLUDE BASIC CASE DETAILS and INCLUDE CASE HISTORY.
5. Select Generate Report.

The generated artefact then appears on the Reports page.

Note

The report form’s pre-set values — file type Xlsx, both include toggles unchecked, and an empty filename — are the app’s fixed out-of-box defaults, not a persisted user preference (per Lee, 2026-07-10). The FILTER BY CASE value (Mark in the capture) is one of your own Cases, so it is account-specific rather than a universal default.

The Bookmarks table

A card titled Bookmarks holds the table. Its columns are:

• select-checkbox
• ID
• CASE
• TYPE
• CATEGORY
• VALUE
• BOOKMARKED AT
• ACTIONS

Each row’s ACTIONS column has a Delete button (trash icon) that removes that single bookmark. The table is vertically scrollable, so more rows can exist below the visible set.

The CATEGORY value names the underlying data source or enrichment source behind each bookmarked result — for example EPIEOS, PredictaSearch, and an enriched reverse lookup for the captured email results.

Not yet confirmed

Each row carries a leading checkbox for row selection, but whether that selection drives a bulk action — and what that action would be — is not captured. The confirmation and result state after deleting a single bookmark is also not captured.

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The Reports page

The page subtitle reads “View and download generated reports.” The Reports left-nav item is active.

The Saved Reports panel carries an explicit note — “Creation of reports can be done in the bookmarks page” — confirming that Reports are generated on the Bookmarks page and only listed, downloaded, and deleted here.

A FILTER BY CASE dropdown at the top-right of the content area filters the Saved Reports table to the selected Case.

The Saved Reports columns are:

• ID
• NO. OF RECORDS
• NO. OF DOWNLOADS
• FILE NAME
• FIRST DOWNLOADED
• LAST DOWNLOADED
• ACTIONS

Reports page, Saved Reports table + Case Summary

Row actions

• Download — orange button; downloads that report’s file. Downloading is inferred to increment the row’s NO. OF DOWNLOADS.
• Delete — trash-icon button; removes the report from the list.

The report’s FILE NAME carries a timestamp (for example UserSearch_Report-2026-06-22-14-04-12). That embedded timestamp can differ from the FIRST DOWNLOADED and LAST DOWNLOADED columns, which suggests the name records the report’s creation time while the columns record download time (inferred).

Report file format not yet confirmed

The glossary records the Report artefact as .xlsx, and the Bookmarks FILE TYPE control shows Xlsx. However, the Saved Reports file names carry no extension, so the on-disk format is not directly confirmed here, and the full set of FILE TYPE options is not captured.

Not yet confirmed

The confirmation and result state after deleting a report is not captured.

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The History page

The page subtitle reads “Review and manage your search history.” The History left-nav item is active.

History records the 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, filter/report controls + History table + Case Summary

Filter and report controls

The History page carries its own report-generation controls plus a bulk-delete:

Control	Label	Function
Case filter	FILTER BY CASE	Filters history entries by Case.
Format	FILE TYPE	Export format for the generated report.
Filename	FILENAME	Names the generated report file.
Action	Generate Report	Orange button; produces a downloadable report from the case, file type, and filename.
Action	Delete All	Red button (top-right); removes all history entries.

The History table

A panel titled History holds the table. Its columns are:

• ID
• CASE
• TYPE
• DESCRIPTION
• CREATED AT
• ACTIONS

The TYPE column takes the values login and search:

• login rows read “User logged in using email and password.”
• search rows read “User searched for people - person-predicta.”

CREATED AT is formatted DD/MM/YYYY HH:MM:SS. Each row’s ACTIONS column has a Delete button (trash icon) that removes that individual history entry. The table is vertically scrollable.

Not yet confirmed

Any confirmation dialog for Delete All, and the post-delete state for a single history entry, are not captured.

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Shared component — Case Summary

A Case Summary panel appears at the bottom of the Bookmarks, Reports, and History pages. Its columns are:

• CASE NAME
• NUMBER OF BOOKMARKS
• REPORTS CREATED
• LAST UPDATE

Each row aggregates per-Case totals — the count of Bookmarks and the count of Reports generated for that Case (inferred). A LAST UPDATE of N/A indicates the Case has no recorded activity to timestamp (inferred). The listed cases correspond to the account’s active Cases — the same ones offered in the FILTER BY CASE dropdown (inferred).

Team accounts

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

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How Bookmark, Export, and Report differ

• A Bookmark is a single saved result inside a Case.
• An Export is an ad-hoc download of the current results table.
• A Report is a generated artefact (recorded in the glossary as .xlsx) built from saved results and stored in a Case.

Do not conflate the three. Bookmarks and History are only retained for audited cases (Forensic Mode on), and the Case Summary panel ties the three pages together by surfacing per-Case bookmark and report counts.

Open items not yet captured

The following remain unconfirmed and are surfaced here honestly: the real Report file format on disk and the full FILE TYPE option list; the contents of every three-dot (kebab) overflow menu on these pages and on the Case Summary panel; whether the Bookmarks row-checkbox drives a bulk action; and the confirmation/result states for Delete (bookmark, report, history entry) and Delete All (history).

Verified against UserSearch v2.0.20