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    Reporting on Notes
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    Reporting on Notes

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    Article summary

    To generate a report on notes:

    1. Select Reports in the Navigation Menu.
    2. Under Report areas select People - notes.

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    1. Criteria - select the options to define which note details are to be searched for.. Continue adding additional criteria using the Add criteria button.
    2. Choose Grouping - select how you would like data in the report to be sorted. This can improve the readability of the report.
    3. Select Fields - select the fields you want included in the report.
    4. Generate results - select this tab to show the results of the report and to find options in regards to saving a report results.
      1. Select Show to create the report and display the results on the screen.
    5. Save - save the report definition for later use.

    For more information on creating reports, see: Creating a Report.

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