The Note Log provides a space for permanent and confidential notes, that are not visible to volunteers. Only Administrators with access to the Note Log will see the history of the notes entered into the profiles.
Tip: The Note Log is found under the communications tab of a profile. These notes are permanent, uneditable, and only visible to admins who have access to the Note Log feature.
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
Optional: Click on the [Report on a Specific Group] button at the top left of the page, if you want to select specific 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
