Running Customizable Raw Data Note Log Reports

  1. Go to: Reports, then click on “Note Log Entries Raw Data” found in the sidebar under General Reports  
  2. Click on the [Report on Everyone] button at the top left of the page, or select the desired profiles
    • Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 
  3. Optional: Enter the Date Created date range  
  4. Modules: Select the desired admin status(es) to include  
  5. Select the Sort order from the dropdown list  
  6. Select the desired File Format for your export 
  7. Columns to Include: Select which columns you would like included in your report 
  8. Optional: Click [Save This Report], to name and save your report for future use
    • Name the search (200 characters maximum)
    • Optional: Enter a Description 
    • Click the [Save] button 
  9. Click either the [View Note Log Entries] button to see it on screen, or the [Export Note Log Entries] button to export the file 
Updated on February 15, 2024

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