Service Quick Note Listing
The report will display all notes entered on the service entry/time based entry screen.
NAVIGATION: REPORTS menu > Service Quick Note Listing
- In the DATE RANGE section, enter the time frame you want to review the note.
- Select any other options or leave blank to review all documentation for the time frame you selected. Options include:
- Case Number
- Employee
- Case Number
- Place a check mark in the NOTIFY box and click the PROCESS button.
- When the report is ready to review, a prompt will appear that says the report is complete.
- Click YES to open the report in a new window.
- If you do not click notify, you will need to access the report from your dashboard and it will open in the same window.
- If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
- The report will display on the screen and the file will be available on your dashboard so you can download/save it to your computer.
2/2023