Selecting Evidence Attachments for a Report

Use Evidence Attachments to control which accessible case files are referenced by supported file variables.

Review selected evidence

Open the case's Reports tab and select Generate Report.
Choose a template containing the intended Files variables or Selected Files Table.
Review the Evidence Attachments selector when available.
Filter the list as needed and select or deselect attachments.
Check the complete selection before generating.
Review the evidence references in the downloaded report.

Default selection

All available case attachments are selected when the selector loads. Do not assume only the files visible under a filter are selected. Review the selection for the intended audience.

What appears in the report?

Supported outputs include {{Files.list}}, {{Files.formatted_list}}, {{Files.count}}, {{Files.images_list}}, {{Files.documents_list}}, and structured file rows. These provide references and metadata; they do not automatically embed every file's full contents.

Cloud files

An external attachment references material hosted by its cloud provider. Referencing it in a report does not preserve the source contents or grant provider access. Use an uploaded snapshot when preservation is required.

Missing selector or files

The selector requires View Files and available case attachments. Case access and visibility groups still restrict what can be included.