Depending on your edition, Identity Finder allows you to save the results of your searches in three ways: Identity Finder (*.idf file), Summary Report (*.html file) and Full Export (*.csv file).
Identity Finder [All Editions]: Generates a *.idf file, which is encrypted with a password of your choice and cannot be read by anyone else. Files saved in this format can only be opened from within Identity Finder and allow you to work with your results at any time in the future. This format is useful when you have run a search but wish to take action on your results at a later time. All results are saved and secured using this format.
Web Page Report [Professional and Enterprise Editions]: Generates a report as a *.html file, which contains an analysis of your results including summary information and totals for the number and types of identity matches that were found as well as the locations containing those matches. This report can be used to show trends if you compare it to previous reports. The Web Page Report is not secured and potentially contains location and identity information so you must be careful to protect it. After you are finished with a file in this format, you should use the Identity Finder tools to shred it.
Text Export [Enterprise Edition Only]: Generates a Comma Separated Values (*.csv) file, which is saved unencrypted, in clear text and can be read by anyone with access to your computer. Files saved in this format can be opened in any text editor or spreadsheet program such as Microsoft Excel but cannot be loaded back into Identity Finder. This format is useful when you wish to perform advanced searching, sorting, and reporting of your data in another application. After you are finished with a file in this format, you should use the Identity Finder tools to shred it.
To save your results, click the save icon in the Quick Access menu or in the Application menu. The default save type is Identity Finder Format, a more secure format that you can use to work with your results at any point in the future. When you are ready to work with your saved results, you will need to load your file back into Identity Finder.
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. This 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.
Once you click the Options button, you will be presented with various choices depending on the save file type:
Available in Identity Finder, Web Page Report, and Text Export:
Save selected (checked) rows only: Allows you to save only the rows you checked from your results. When saving only selected row, the summary information for the entire search is not included in the saved file.
Available in Web Page Report and Text Export only:
Save selected items: Allows you to save the information from only the that columns you check. You may also choose to redact Identity Matches or all but the last four characters. This is helpful for sending reports from an administrator to system owner for review.
Save parent rows only: Allows you to save only the parent row from each result. This excludes child rows, those that do not contain a location, as they only contain additional details for the matches in a location.
Available in Text Export only:
Save Parent/Child rows or Repeat all information on every row: Since this will be read as a matrix it allows you to repeat all information on every row so there are no gaps when printing child rows. Additionally, the Show Multiple Matches row let's you suppress or display the parent row summary.
Available in Web Page Report only:
Executive Summary or Save Summary Information: This allows you to save only your summary information that includes the total number of matches found, how many locations were searched, and a breakdown into each category type.
Note: Choose a strong password to be sure your document is safe.