What does this report do?
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)
Generation Screen
Sample of Generated Report
