Saving Results as a Web Page Report

Saving results as a Web Page Report file generates a *.html file that is plain text and not encrypted.  Files saved in this format must be kept secure.  To save your results in this format, click the Save As icon in the File ribbon.  You cannot open these files back up in Spirion.  Once you choose Save As, the Save As dialog box will open.  You may select the folder location and filename for your results.  You will see the Options button on the bottom right of this dialog.  Clicking the Options button will open the Web Page Report Save Options dialog box that allows you to choose what to include in your saved file and allows you to omit information depending on what type of file you are saving. The following save options are available:

• Please select the type of Web Page Report: The setting under this section specifies what type of report will be saved.
  • Complete Report: This option will save a summary and all of the details of the search and its results.
  • Executive Summary: This option will save a summary of the search including the total number of matches found, how many locations were searched by data type and other general information about the search.
  • Custom Report: This option will allow you to specify exactly what is included in the saved report.
• When saving a Custom Report, there are a number of options available.
  • Save Summary Information:  This setting allows you to save a header table of summary information that includes the total number of matches found, how many locations were searched by data type and other general information about the search.
  • Please select the categories to include:  The checkboxes under this heading correspond to each of the columns in the Results View and allows you to select which information will be included in the saved file. For the Data Match itself, you can choose to save the Complete Match, the Last four characters only of the match, or the Last four characters of each match except for Credit Card Numbers which will save the first six and last four. Any characters that are not saved will be included in the saved file as an asterisk (*).
  • Please select whether to save all or only selected results: By using the checkboxes in the Results View or ctrl/shift with a single left click, it is possible to select individual results in the Results View. The settings in this section specify which rows will be saved.
    • Save selected (checked) rows only:  This setting allows you to save the information from only rows selected in the Results View or all of the locations in the Results View.
    • Save parent rows only: This setting allows you to save only the parent row for each location which will allow you to have a summary of all of the locations with matches without having the individual data matches themselves saved in the file.