---
title: "People - Notes Reports"
slug: "people-notes-reports"
updated: 2026-05-05T01:15:30Z
published: 2026-05-05T01:15:30Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# People - Notes Reports

People - Notes Reports work identically to People Reports but include an additional Notes fields category in the Select Fields tab. Use this report when you need to include notes data alongside contact information.

The same five tabs apply:

1. **Create Criteria** — Same criteria options as People Reports, plus notes-specific filters  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-0XIHN8ZR.png)
2. **Choose Grouping** — Same grouping options as People Reports  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-5FKCDMAN.png)
3. **Select Fields** — Same fields as People Reports, plus a **Notes** category  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-ZNW4LGHF.png)
4. Generate Results — Same output options as People Reports  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-VYGQGHZL.png)
5. Save — Same save options as People Reports  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-Y4BGH1YU.png)

#### When to use People - Notes instead of People

#### When to use People - Notes instead of People

Use People - Notes when you need to include the content or details of notes in your report output, or when you want to filter by notes criteria.

Related Pages

[About Reports](/v1/docs/about-reports) [People Reports](/v1/docs/people-reports) [Asset Reports](/v1/docs/people-reports) [Special Reports](/v1/docs/special-reports-2)
