Using the Field Notes Report
The Field Note report allows you to list your field notes so they can be printed or saved to a digital file for archiving or distribution.
Field notes can be printed or exported into a PDF/XLS/XLSX/CSV for archiving and/or review purposes.
To begin, go to Reports.
Locate and select the Field Notes report under Lists.
- Date Range - The date range of field notes you want selected.
- Report Specific Options - Specify if you want to view a report for field notes made by an employee, or about an employee and/or if you want field notes relating to employees, locations, or cost codes.
- Filters - Specify the subject or creator that you want to show in your report.
When ready, click View Report at the bottom.
The report should be created in a new tab based on your date range, report options, and filters.