Note Detailed CSV

What does this report do?

Creates a list of notes for all records in the account for analysis in a CSV spreadsheet. Use the privacy controls to hide private fields.

How would a client use it?

This report provides a breakdown of notes added to records across a specific date range.

This is the kind of report you would generate when you want to see actual note data (ie. information within a set of notes).

This report can be generated across all record types for the account (Candidate, Employee, Volunteer, Contractor, Hazard, Accident/Incident)

The Generation Screen


Sample of Generated Report