Saving Investigations

WITHIN SPYCLOUD INVESTIGATIONS MODULE

👇VIEW YOUR SAVED INVESTIGATIONS IN ONE TABLE

OVERVIEW

SpyCloud Investigations automatically saves every investigation you start. Each investigation is auto-created upon your first search and persists across sessions. Searches, pivots, record-level edits, and supported graph settings are preserved so you can resume work exactly where you left off. Note: no manual save action required.

  • Every investigation is automatically created on first search
  • Work is continuously autosaved
  • Investigations persist across your sessions
  • A new My Investigations view centralizes your saved work, directly within the module
  • Controls for inline rename, delete, and starring your favorites

Saving requires either a CORE or PRO Investigations module license.


🧭 How Saving Works

Automatic Creation

When you run a Standard or IDLink investigation:

  • A new investigation is created automatically
  • A name is auto-generated based on the starting asset
  • The investigation appears in your My Investigations home view

💾 Autosave Model

Investigations are continuously saved as you work. The following elements are persisted:

🔎 Searches

  • Standard searches
  • IDLink searches & Depth setting
  • Filters applied to searches

🔁 Investigation Activity

  • Pivots
  • Record removals
  • Search removals
  • Timeline history

📊 Graph Settings (Persisted)

SettingPersisted
Layout selection
Orientation
Legend display
Per-item legend visibility
X/Y coordinates
Layout changes

🏠 Investigations Home

Select Investigations from the left-hand navigation to access your saved investigations. The My Investigations table displays:

ColumnDescription
NameInvestigation name
Starting AssetInitial asset used
# of RecordsCurrent record count
Date CreatedCreation timestamp
Last UpdatedMost recent modification

The investigation count (e.g., My Investigations (30)) reflects the total number of saved investigations for the current user. Saved investigations are:

  • User-specific
  • Not visible to other users

👇RENAME YOUR INVESTIGATIONS DIRECTLY IN THE HEADER

✏️ Renaming an Investigation

You can rename an investigation in two locations:

From the Investigation Header

  • Open the dropdown next to the investigation name and select Rename
  • Or start typing directly in-line

From the Home Table

  • Open the row options menu
  • Select Rename

Changes apply immediately and are auto-saved.


👇START YOUR INVESTIGATIONS AS FAVORITES

⭐ Favorites

You can mark investigations as Favorites from the home table. Favorites:

  • Are user-specific
  • Can be filtered using the Favorites filter
  • Do not affect permissions or sharing
  • Can be removed

🗑 Deleting an Investigation

You can delete investigations directly from the home table.

Deleting an investigation:

  • Displays a confirmation prompt
  • Permanently removes the saved investigation

🔄 Resuming Work

To resume an investigation:

  1. Select Investigations from the left navigation.
  2. Open the My Investigations view.
  3. Click the investigation name.

The investigation opens in its last-used condition, with supported graph settings and activity restored.


🎯 User Benefits

Saved Investigations allow analysts to:

  • Maintain long-running identity investigations
  • Preserve pivots and removals
  • Avoid repeating searches
  • Organize work for future reference
  • Resume complex cases without losing context

Investigations becomes a structured, persistent workspace for cybercrime and identity threat investigations.