Reports

GoldFynch lets you generate reports of the files in your case.

Reporting Options

The Goldfynch Reporting system simplifies the process of creating a case report by giving you a few options to customize your report. You get to choose how files are selected for the report. There are some descriptive fields that you can choose to include. Finally, you also get to choose the output format of the report.

The details of these different reporting options are described below:

Report Type

The Reporting system lets you choose how files are to be added to the report. There are three ways in which you select the files:

  1. File listing - All files: This report type includes all the files in the case (including zipped files and attachments).

  2. File listing - Tag: In this report type you are allowed to pick tags from your case, and the report will contain files in the case which have the selected tags assigned to them.

  3. File listing - Saved Advanced Search: You are allowed to select a saved advanced search query for this report type. The report will consist of the files that are the results of the selected search query.

Descriptive Fields

The descriptive fields that you can choose to include in your report are tag names, tag application notes, document notes and annotations. All the other components of the report are described in detail later on in this article.

Learn more about document notes and annotations here, tag application notes here and privileged tags here.

Include tag names, application notes, document notes, and annotations

Report Output Format

You can choose to have the report created in any one of the following output formats:

Generating a Report

Generate a Report using - 'File Listing - All Files'

Step 1. Navigate to the 'Reports' view by clicking the Reports button in the left pane.

Navigate to the reports view, click on new reports button

Step 2. Click on the + New Report button.

Step 3. Select the report type 'File Listing - All files'.

Choose the kind of report and the output format

Step 4. Enter a Report name

Step 5. (Optional) Check the Include Tag Names checkbox if you wish to include tag names in your report. Then select the appropriate option depending on whether you want the report to contain all tags or only privileged tags.

Include Tag Names

Step 6. (Optional) Check the Include Tag Application Notes checkbox if you wish to include tag application notes in your report. Then select the appropriate option depending on whether you want the report to contain all tag notes or only those that have been marked as privileged

Include Tag Application Notes

Step 7. (Optional) Check the Include Document Notes and Annotations checkbox if you wish to include document notes and annotations in your report. Then choose the appropriate option to include either Document Notes or Annotations or both in the report

Include Document Notes and Annotations

Step 8. Select a Report Output format

Select Output Format

Step 9. Click on the Create Report button at the bottom of the New Report screen overlay

Generate a Report using 'File Listing - Tag'

The steps to generate a report using 'File Listing - Tag' are similar to those for a report using 'File Listing - All files', the main difference is that there is a step where you can choose the tags that you wish to include in your report.

Step 1. Navigate to the 'Reports' view by clicking the Reports button in the left pane.

Step 2. Click on the + New Report button.

Step 3. Select the report type 'File Listing - Tags'.

Step 4. Click on the tags whose files you wish to be included in the report. If no tags are selected then all documents will be included in the report. Find out more about tagging files here.

Select tags to be added

Then enter the report name, select the descriptive fields you wish to include in the report, select an output format and create the report by executing Steps 4 - 9 of the Generate a Report using File Listing - All Files section.

Note: While selecting the tags to be included in the report you can begin typing in the text box to quickly search for specific tags. Additionally, the 'Invert' function is available for reports also and this will exclude files with the corresponding tag. To invert a tag, check the 'Invert' checkbox against that tag.

Invert Tag Selection

The steps to generate a report using 'File Listing - Saved Advanced Search' are similar to those for a report using 'File Listing - All files', the main difference is that there is a step where you need to select the Saved advanced search query. The report will consist of files that would have been displayed as results of the saved search query.

Step 1. Navigate to the 'Reports' view by clicking the Reports button in the left pane.

Step 2. Click on the + New Report button.

Step 3. Select the report type 'File Listing - Saved Advanced Search'.

Step 4. Select a saved search from the list of saved searches in the case. Once the search is selected a preview of the query will be displayed on the screen.

Select a saved search query to create the report from

Then enter the report name, select the descriptive fields you wish to include in the report, select an output format and create the report by executing Steps 4 - 9 of the Generate a Report using File Listing - All Files section.

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

Note: You can also generate a privilege log using any of the above methods. Click here to learn more about generating privilege logs.

Accessing your report

Click on the Download Report button to download your report

Download your report

Deleting a case report

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

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

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

Confirm Delete

Note: Once a case report is deleted it cannot be restored

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:

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

Aggregate data

Microsoft Excel and CSV-formatted reports contain aggregate data on the types of the files they contain, in addition to the regular report data.

Just open such a file and click on the "File types" sheet that will be present (it will appear as a tab at the bottom of the page.)

Select tags to be added

Note: If you need a report on specific file types exclusively, you can run an advanced search query using the "Type" parameter, and select the file types you need. Save the query, and then run a report against the query by selecting "Advanced Search Query" as the Report type.