The Notes Report shows the notes being added to cases across your firm.
- Filter by a specific time frame by selecting a date range and clicking Update, otherwise the report will default to the current month.
- Filter by an individual with the Worker dropdown.
- Filter by a specific category with the Note Category dropdown.
- Uncheck Include Auto Notes to exclude notes automatically made.
- Search for a case with the search bar.
- Sort by a specific column by clicking on the arrows next to the column heading.
- Export this report by clicking the small page with an arrow on the right-hand side above the dropdowns.
- NOTE: This is a permission-based report, if you do not have access please contact your firm administrator.
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