Bookmark and manage saved results

A Bookmark is a single saved result kept inside a Case for later review and export. Bookmarking turns an individual finding into persisted evidence: it stays attached to its Case, appears on the Bookmarks page, and becomes source material for a generated Report.

Keep three related but distinct ideas separate:

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

Do not conflate them. This page covers Bookmarks and the Report-generation controls that live on the Bookmarks page.

Bookmarks require Forensic Mode

Bookmarks 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), no bookmarks and no history are kept (per Lee, 2026-07-08). Everything below therefore applies to forensic/audited Cases.

What a bookmark records

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

Bookmarks page, Report-generation panel and Bookmarks table

The Bookmarks page

Open Bookmarks from the left navigation. The page subtitle reads “Manage and export your saved search results,” and the page stacks three working areas top to bottom:

1. The Report-generation panel.
2. The Bookmarks table.
3. The shared Case Summary panel.

Report-generation panel

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

Control	Label	Function
Case filter	FILTER BY CASE	Restricts the Report (and the table) to a single Case.
Format	FILE TYPE	Chooses the export file format. Captured value: Xlsx.
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; produces the Report artefact from the current selections.
Search	SEARCH	Text filter over the Bookmarks table.

To generate a Report from your bookmarks:

1. Set FILTER BY CASE to the Case whose bookmarks you want to export.
2. Choose 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, ready to download.

Note

The report form opens on its fixed out-of-box defaults — file type Xlsx, both include-toggles unchecked, and an empty filename — not a persisted user preference (per Lee, 2026-07-10). FILTER BY CASE shows one of your own Cases (here Mark), so that value is account-specific rather than a universal default.

Report file format not directly confirmed

The glossary records the Report artefact as .xlsx, and the FILE TYPE control shows Xlsx. However, the full list of FILE TYPE options and the on-disk file produced by Generate Report have not yet been captured, so other formats and the exact output file are unconfirmed.

Bookmarks table

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

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

• Each row has a leading checkbox for selection.
• The ACTIONS column has a Delete button (trash icon) that removes that single bookmark.
• The table is vertically scrollable, so more rows may exist below the visible set.

The CATEGORY value names the underlying data source or enrichment source (for example EPIEOS, PredictaSearch, and an “enriched” reverse lookup) behind each bookmarked result. BOOKMARKED AT is shown in DD/MM/YYYY HH:MM:SS format.

Some behaviours not yet captured

• Whether selecting the leading row checkbox drives a bulk action — and what that action would be — has not been captured.
• The contents of the table’s three-dot (kebab) overflow menu have not been captured.
• The confirmation or result state after Delete (a single bookmark) has not been captured.

Case Summary

At the bottom of the Bookmarks page, the shared Case Summary panel aggregates per-Case totals:

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

Each row shows how many Bookmarks and Reports exist for that Case. A LAST UPDATE of N/A indicates the Case has no recorded activity to timestamp. The listed Cases correspond to your account’s active Cases — the same ones offered in the FILTER BY CASE dropdown.

Team accounts

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

Related pages

• Forensic Mode and Cases — bookmarks and history are retained only for audited (Forensic Mode ON) Cases.
• Reports — the list of generated Report artefacts, where you download or delete them.
• History — the account’s search-and-login activity log for audited Cases.

Verified against UserSearch v2.0.20