Advanced Notes Search

  1. Select Reports in the Navigation Menu.
  2. Under Report areas select People - notes.
  3. The Create Criteria tab appears first. Select Criteria to apply to the Report. Continue adding Criteria using the Add Criteria button.
  4. Click the Choose Grouping tab to select how you would like data in the Report to be sorted. This can improve the readability of the report.
  5. Click the Select Fields tab to define how you want the report data to appear.
  6. Click the Generate Results tab to find options in regards to saving a report template, and select how to generate the report.
  7. Click Send on the various options under Generate Results to create the Report.