Advanced Notes Search
- Select Reports in the Navigation Menu.
- Under Report areas select People - notes.
- The Create Criteria tab appears first. Select Criteria to apply to the Report. Continue adding Criteria using the Add Criteria button.
- 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.
- Click the Select Fields tab to define how you want the report data to appear.
- Click the Generate Results tab to find options in regards to saving a report template, and select how to generate the report.
- Click Send on the various options under Generate Results to create the Report.