How to Create a Report Showing Interaction Notes

If you want a clear view of recent interactions, specifically interaction notes, you can pull a report to see all your notes in one place. Here's how:

1) Navigate to Custom Reports

Note: If you want to learn more about Custom Reporting, check out this tutorial!

1. Go to the Reports module
2. Choose the Custom Reports tab

2) Edit and Run the Report

1. Ensure the Record type is set to Activity Log
2. Choose Note as the Condition
3. Choose Matches Conditions Below for the Condition modifier
4. Then choose Text as the Condition
5. Choose Has value as the Condition modifier
6. Click Run report

3) Evaluate the Results

After clicking Run report, you'll get a list of all interaction notes which have been added to your organizations clients. In this example, we see two clients have interaction notes.

Note: If you want to include any additional columns, you can do so by editing the columns. Learn more about that here.

Have more questions? Feel free to reach out to us at support@seniorplace.io!