GoldFynch lets you export a list of files in your case in a number of different formats

Here’s how to generate a report of your GoldFynch case:

Generating a report in GoldFynch

Selecting a case

1. Log into GoldFynch and open the case that you wish to generate a report of

Navigate to the reports view, click on new reports button

2. Navigate to the ‘Reports’ view by clicking the Reports button in the left pane

3. Click on the + New Report button

Choosing the type of report to generate

There are three types of reports that GoldFynch lets you choose from:

  1. File listing - All files: Includes all the files in the case (including zipped files and attachments)

  2. File listing - Tag: Allows you to pick tags from your case, and the report is comprised of files in the case which have those tags assigned to them

  3. File listing - Saved Advanced Search: Allows you to select a saved advanced search query. The report will consist of the files that are the results of that search query

Option 1 - File listing - All files: Includes all files in the currently-open GoldFynch case

Choose the kind of report and the output format

Option 2 - File listing - Tag: From the displayed tags, Click on the tags whose files you would like added to the report. Find out more about tagging files here.

Select tags to be added

NOTE:

  • You can begin typing in the text box to quickly search for specific tags
  • The ‘Invert’ function is available here, and will exclude files with the corresponding tag. To invert a tag, check the ‘Invert’ checkbox against that tag

Option 3 - File listing - Saved Advanced Search: Selecting this option will provide you with a list of saved advanced search queries you have in your case. Click on one to select it. The report will consist of files that would have been displayed as results, had you searched with that saved search query.

Select a saved search query to create the report from

Click here to learn more about saving and loading saved advanced search queries.

Choose the report format and details

1. Enter a name for your report

2. Select an output format for your report. The available formats are:

  • Microsoft Excel Open XML Format Spreadsheet (*.xlsx)
  • Microsoft Excel Binary Workbook (*.xlsb)
  • Microsoft Excel 97-2003 Spreadsheet (*.xls)
  • OpenOffice/StarOffice Spreadsheet (*.ods)
  • HTML (.html)
  • Rich Text Format (*.rtf)

3. Click on the Create Report button

Accessing your report

  • Click on the Download Report button to download your report

Download your report

Deleting a case report

1. Click on the X button against the case report you wish to delete

2. Click on the Yes button on the confirmation screen that follows

NOTE: Once a case report is deleted it cannot be resorted

Click on the X button against a case report to delete it

Components of a report

Generated reports have a large amount of useful metadata on the files in the case, but not every file will use each metadata field. In cases of unused fields, they are usually left blank. In some cases (like for binary fields) they will be marked as “False.” GoldFynch case reports contain the following items:

  • GF ID - GoldFynch’s internal ID used to track each individual file uploaded
  • GF Link - The direct link to the document in your GoldFynch case (only accessible if you are logged into an account that has access to the case)
  • GF Folder - The file path of the file
  • File Name - The name of the file
  • Produced As - If the file was assigned Bates stamps in any productions, the starting Bates numbers of the file in those productions are listed here (multiple Bates numbers are separated by semicolons “;” and the complete Bates stamp, including number padding, is added)
  • Tags - All the tags that are assigned to the file
  • MIME Type - Identifies the nature and format of the document (learn more here)
  • Ext - The extension of the file (e.g. PNG, PDF, MBOX)
  • Byte Count - The file size
  • Page Count - The number of pages in the file if applicable
  • MD5 Hash - The file ‘fingerprint’ which GoldFynch uses to detect exact duplicates, even when the names of the otherwise-identical files are different
  • Title - The title of the document
  • Author - The author field linked to word processing software (e.g. Microsoft Word) used to create the document
  • Company - The company field linked to word processing software (e.g. Microsoft Word) used to create the document
  • Created - The time and date (in local time) at which the document was created
  • Created GMT Offset - The time difference between the local time in which the created date is displayed, and Greenwich Mean Time
  • Modified - The time and date (in local time) at which the document was modified
  • Modified GMT Offset - The time difference between the local time in which the modified date is displayed, and Greenwich Mean Time
  • Primary Date - The assigned primary time and date (in local time)
  • Primary Date GMT Offset - The time difference between the local time in which the primary date is displayed, and Greenwich Mean Time
  • Redacted? - A true/false field for whether the document contains redactions
  • Protected? - A true/false field for whether the document contains redactions
  • Top Level Container? - A true/false field for whether the document is a top-level container
  • Contained File Count - The number of files that this file contains
  • Family ID - The tracking ID GoldFynch represents with the family of files to which this file belongs
  • Family Depth - The number of folders deep this file is in from the container file
  • Parent ID - The GF ID of the parent file of this file
  • PST/MSG Class - This identifies the specific class of the message (not necessarily a normal email (learn more here)
  • Message ID - The unique email identifier set by the sending email client

If the file is an email (email files have the MIME type “message/rfc822”) it will also have information in the following fields:

  • Subject - The subject line if this file is an email
  • From - The “From” address if this file is an email
  • To - The “To” addresses if this file is an email
  • Cc - The “Cc” addresses if this file is an email
  • Bcc - The “Bcc” addresses if this file is an email
  • Sent - The time and date (in local time) at which the document was sent
  • Sent GMT Offset - The time difference between the local time in which the sent date is displayed, and Greenwich Mean Time