Use the Notebook

The Notebook is the area where you store information that you want to save from your searches. You can save individual results, or visualizations. You can then use the information that you save to create reports, which combines the material that you want into a portable format, which you can download to use elsewhere.

Save to the Notebook

You save items to the notebook from an Analysis tab by using the Selection mode. The extract icon is displayed in the locations where you can save an item.

To save to the Notebook

  1. At the top of the Visualizations window, click Selection to switch to Selection mode.

  2. Select the item that you want to extract to your notebook.

  3. Click extract for the item.

    For visualizations, the extract icon is displayed at the top of the visualization panel. For results, the extract icon is displayed under the result after you select it.

    After you click , the Extract to Notebook dialog box opens.

  4. In the Name box, type the name that you want to use for the item in the notebook.

  5. Optionally select the location in your notebook where you want to extract the item. You can create a new folder, and search for folders in your notebook.

  6. Click Confirm.

View Your Notebook

You can view the items in your notebook by clicking Notebook. This button is available in the Analyze and Report tabs, so you can access your notebook from anywhere.

The Notebook button opens the notebook sidebar, which lists your notebook items and folders.

To view an item in your notebook, click More for that item, and then click Preview.

To delete an item from your notebook, click More for that item, and then click Delete.

Generate a Report

You can use the items in your notebook to generate a PDF report, which you can export from Discover and use elsewhere. When you find interesting data, or evidence for your investigation, you can generate reports to save this information and send it to other relevant parties.

To create a report

  1. In the top tab bar, click Report.

    The Report tab opens.

  2. Click an option on the left panel to add an item to your report. For example, click Text Box to add your own text, or From Notebook to select items from your notebook.

    When you click From Notebook, the Add From Notebook dialog box opens. You can use this box to select items from your notebook, and then click Confirm.

  3. Check each item in your report list.

    • The text box option adds a text box to the list. You can type your text in the box.

    • Notebook items include a text box that you can use to type your own text, such as a caption or explanation.

  4. When you finish modifying an item in the list, click Save to add it to the report. This option updates the report preview.

  5. When you have finished adding and modifying items, check the report preview.

  6. To save the report, in the Tools panel, find Actions, and click Generate report. The Generate Report Dialog box opens.

    Type the report name and click Generate Report. This option generates and downloads a PDF.

    Alternatively, in the Preview window you can click Download. This option opens the save window, which allows you to choose a location and name for your file. You can also click the name of the report at the top of the report tab to open the report dropdown menu, and then click Export to PDF, which exports the report file with a default name.