This article applies to:

Notes

Notes can be added to any report. To add a note, click Notes
.

A Notes
pop-up will generate in the middle of the screen. Use the text box to write the contents of the note.

Use the drop-down on the right to choose a note type (ex. Comment, Discrepancy, Information Needed, or Reporting). Click Add Note
.

All notes will be saved with the filters that were applied when the note was saved.

important

If additional note types are needed, contact your system administrator.

After notes are added, they can be reviewed in the grid located at the bottom of the Notes pop-up. The grid will provide the following information:

Notes Columns	Description
Date Added	The date the note was added to the system.
User	The user who added the note.
Note	The message saved as part of the note.
Type	The note type associated to the note.
Filters	The filters applied when the note was saved.
Apply Filter	Link to navigate you to the report with the same applied filters.

To close the Notes pop-up, click X
.