File Analysis Suite 3.8.2 Analyze Help Center

# Filter search

Use the filter panel to refine the document list based on specific criteria. When you select filter criteria, the document list displays only the documents matching the criteria; when multiple filter criterion are selected, you will only see those that match all of the selections.

Filters build on top of each other. Each separate filter criterion that you select is added to the selected criteria as an AND clause. Within a specific filter criterion, each of the selected values has an OR relationship to the other values.

Example

From the Account criterion, you select John Q. Smith, and then select several file types (TXT, DOC, and XLS) from the File Type criterion.

The document list contains only the file types of TXT, DOC, or XLS where John Q. Smith is the associated user account.

As you add criteria to the filter, the document list updates dynamically so that you can see the results immediately. The criteria you select are shown at the top of the filter pane in the Filters section and can be removed individually as desired.

- Click the remove button () next to the selected criterion to remove it from the filter.

- Click the clear all button ()to clear all selected criteria and return to the full list of items.

If you make no selections in the filter panel, the document list reflects all documents under File Analysis Suite management.

Filter criteria

TIP: For filter criterion sections that include a list of values, the top seven values are listed in descending order according to the number of documents associated with each. If there is also a Find x field, more than seven values are available. Type the desired value in the field. As you type, values matching your entry display; click the desired value to add it to the filter.

The document counts that display next to each criterion value are rounded numbers and may not represent the actual number of items.

Criterion sections that have no matching documents are dimmed.

Filter criterion | Description
--- | ---
Keywords | Type a word or phrase to search for. Press Enter on your keyboard to commit the keyword entry to the filter. The word or phrase defined can be found in any part of the content, or within the file information (metadata). For more information about using keyword search and the supported format, see Keyword search syntax.
Record Date | Define the starting (From) and ending (To) dates. The date range represents the dates the items were last modified in the data source. NOTE: The referenced date is the sent date for emails and the last modified date for non-emails. Click the calendar next to the From field to select a starting date. If a starting date is defined without an end date, items from the defined date to the current date are matched. Click the calendar next to the To field to select an ending date. If an ending date is defined without a start date, all items up to and including the end date are matched.
Weighted Labels | Select one ore more weighted labels.
Tags | Select one or more tags. Tags are processed as part of the document metadata. For more information on tags, see the Connect Help Center.
Reporting Groups | Select one ore more tag reporting groups.
Sources | Select one or more sources from which the items were originally processed.
Repository Types | Select one or more repository types.
Repositories | Select one or more repositories.
Accounts | Select one or more user accounts.
File Types | Select one or more file types.
File Types (Grouped) | Select one or more grouped file types. For example, Word Processing file type group includes Microsoft Word, text, and RTF file types.
Grammars Extract Status | To filter the results by whether grammar values have been extracted, select one of the following options: All. Show all documents, whether or not grammar values have been extracted. Grammars extracted. Show documents that have had grammar values extracted. Grammars not extracted. Show documents that have not had grammar values extracted.
Content Stored Status | To filter the results by whether document content has been stored and indexed., select one of the following options: All. Show all documents, whether or not the content has been stored. Stored. Show documents for which the content has been stored. Not Stored. Show documents for which the content has not been stored.
Protection Status | To filter by whether they have been protected, select one of the following options: All. Show all documents, whether or not they have been protected. Protected. Show documents that have been protected. Not Protected. Show documents that have not been protected.
Sent to Target Status | To filter the results by whether they have been sent to a target, select one of the following options: All. Show all documents, whether or not they have been sent to a target. Sent to Target. Show documents that have been sent to a target. Not Sent to Target. Show documents that have not been sent to a target.
Analyzed Status | To filter the results by whether they have been analyzed (metadata indexed, metadata and content processed for), select one of the following options: All. Show all documents, whether or not they have been indexed. Analyzed. Show documents that have been analyzed. This includes both collected documents and documents that have not had their content stored.. Not Analyzed. Show documents for which only metadata has been processed. These documents have not been collected and the content has not been stored.
Collection Status | To filter the results by whether they have been collected, select one of the following options: All. Show all documents, whether or not they have been collected. Collected. Show documents that have been collected. Not Collected. Show documents for which only metadata has been processed and documents that have had their content stored.
Attachments | Select whether or not to filter for documents with attachments. All. Show all documents, whether or not they have attachments. Has Attachments. Show files that have attachments. No Attachments. Show files that have no attachments.
Warnings | To filter the results by warnings encountered during processing, select one or more of the possible warning messages. NOTE: Warnings are separate from errors.
Errors | To filter the results by whether they encountered an error during processing, select one of the following options: All. Show all documents, whether or not they encountered errors during processing. Collected. Show documents that encountered errors during processing. Not Collected. Show documents that did not encounter errors during processing. NOTE: Errors are separate from warnings.
Create Date | Define the starting (From) and ending (To) dates. The date range represents the creation date of the data source to which the item belongs. Click the calendar next to the From field to select a starting date. If a starting date is defined without an end date, documents from the defined date to the current date are matched. Click the calendar next to the To field to select an ending date. If an ending date is defined without a start date, all documents up to and including the end date are matched.
Modify Date | Define the starting (From) and ending (To) dates. The date range represents the dates the items were modified in the data source. Click the calendar next to the From field to select a starting date. If a starting date is defined without an end date, items from the defined date to the current date are matched. Click the calendar next to the To field to select an ending date. If an ending date is defined without a start date, all items up to and including the end date are matched.
File Size | Define a file size range (in MB) for items. Items within, and including, the defined range are returned. Limits:positive integers between 0.0 and 999,999 and limited to a single decimal place (`N.n`). The MB file size is converted to bytes and rounded to a whole number. Files with a size up to and including that number of bytes are returned.
[Grammars] | The filter panel displays filters for each defined grammar. Select one or more grammar rules within the grammar classes to add to the filter.

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Version 3.8.2 | Last updated January 2023
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Product: File Analysis Suite 3.8.2

Topic Title: Filter search

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