Print A Note Report

The note report displays the content and properties of notes attached to entries. It can include specific notes, all notes attached to an entry, or multiple entries in a list. You can filter out notes to include only notes matching specific criteria in the report.

You can print a note report for a single entry; multiple entries; or all entries in a list on the Address Book; Opportunities; Campaigns; or Customer Service page. You can also open an entry and select specific notes to include in the report.

1. Create a list of entries.

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In a main list; select the entries for which you want to print notes.

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Click on the entry to make it the current entry.

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Open the entry and select the Notes tab.

1. In an open entry; select any specific notes you want to include in the report.

1. Select Report Notes Report.

The Print Note Report dialog box opens.

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In the View bar of the Notes tab in an open entry; select the Print Note(s) icon.

1. Under Print Note Report for; select the entries to include in the report.

• If you are printing the report from a main page; the options refer to the entries in the main list.
• If you are printing the report from the Notes tab in an open entry; the options refer to the list of notes for the current entry.

1. Specify criteria for filtering out notes from the report.

• In the Only print notes that contain the text field; enter text to include only notes that contain the text in the report.
• From the Creator and Full access drop-down lists; select values to include only notes matching the selected values.
• Under Print notes in the date range; select the date range for the notes to include in the report.
• Under Include notes of the following type; select the types of notes to include in the report.

1. Under Print options; specify the content to include in the note report.

• Print the entire note includes all of the note content and properties.
• Print only the beginning of the note includes only the date; time; and a fragment of the note text.
• Include summary statistics includes the total number of each type of note in the report.
• Maintain HTML format includes formatting in the report. This option is available only if you are printing the entire note content.

1. Click OK.

A new instance of the browser opens displaying the content of the report.

1. Click Print.

1. Specify the printing properties and finish printing the report in your browser.