Create an organization investigation
- Select an active organization in the workspace menu and open Investigations.
- Choose New Investigation, add a title and description, and save. The organization plan controls how many investigations can be created.
- Open the investigation to add searches, write Markdown notes, and upload files. Searches launched in an organization project stay within that organization’s history.
Reports and audit history
Use Export investigation on the detail page to download a PDF summary of the project, its searches, notes, files, and storage usage. For organization investigations, owners and admins can open the project audit log and export its entries as JSON or CSV. The project audit log covers recorded project events; the broader Organization activity page covers actions across the workspace.Export an older Personal or Team investigation
- Switch to Personal and open Investigations. Existing Solo and legacy Team investigations appear in a preservation list.
- Select Export ZIP beside each investigation. You do not need an organization subscription to export an investigation you can access.
- Keep the downloaded ZIP in your own storage. The interface warns that legacy investigations will be removed in the future, without giving a removal date. Confirm that the archive opens and contains what you need before choosing Delete; deletion is optional and permanent.
investigation.json (project metadata and counts), notes.md, searches/index.json, individual search JSON files, files/index.json, and downloadable attachments. Search exports include complete results when the complete-result service is available. If a result cannot be reconstructed, the stored search is exported instead. If an attachment cannot be downloaded, or a complete search falls back to stored data, the ZIP includes export-warnings.json describing the affected item. Review that file and contact support if essential data is missing.
Changing a Personal plan does not restore Investigations. An Organization plan permits new shared investigations, but switching plans or workspaces alone does not migrate older projects. Before the transition deadline, a legacy Team owner can transfer the whole Team to an organization. Older Solo investigations remain export-only.
For saved searches outside a project, see Search and tool history. Organization search results can be associated with an eligible organization investigation; legacy Team collaboration remains a separate historical scope.