Report Notes
You can add notes to any report. Notes can include both text and graphics.
You can use notes for various purposes, such as:
Describing the report content and typical uses
Explaining any calculated fields used on the report
Providing instructions on how often the report is intended to be run
Describing in detail any Favorites associated with the report.
Notes belong to a report definition and are shared by all users.
Report notes are accessible from the main reports list (for all users), and also when creating or editing a report definition (admin users only).
Access Report Notes from the main reports list:
Right click on a report in the main report list and choose Report Notes.
Edit or view the notes content in the form that appears.
Save your notes by clicking Save with Report on the “File” ribbon. You can also save your report notes in your personal PC (in various formats) by clicking on Save As.
Access Report Notes when Creating or Editing a report (admin-users only)
Create or edit a report (see Admin --> Reports for more information)
Click the Add Note or Edit Note button (you’ll see “Add” if creating a new report, and “Edit” if you’re editing an existing report).
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