Reports & Statistics > Notes Report
The Notes Report allows management to track notes that are being saved for each client within the system and by whom those notes are being generated by.
Using the Notes Report
1. Select the "Count By" report type. This will determine how the data is displayed.
2. Configure the filters, then click Filter. This will determine what data is displayed.
3. Beneath the graph is a full exportable list of all notes. Click Export To CSV.