Running Customizable Raw Data Note Log Reports

Go to: Reports, then click on “Note Log Entries Raw Data” found in the sidebar under General Reports
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
Optional: Enter the Date Created date range
Modules: Select the desired admin status(es) to include
Select the Sort order from the dropdown list
Select the desired File Format for your export
Columns to Include: Select which columns you would like included in your report
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
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