The note report displays the content and properties of notes attached to entries. It can include specific notes or 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 for all entries in a list in the Contact List; Accounts; Campaigns; or Client Service page. You can also open an entry and select specific notes to include in the report.
- 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.
- In an open entry; select any specific notes you want to include in the report.
- 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.
- 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.
- 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.
- 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.
- Click OK.
A new instance of the browser opens displaying the content of the report.
- Click Print.
- Specify the printing properties and finish printing the report in your browser.