Introduction

Use this report to view all employee notes added to animal and/or owner profiles during the selected time frame.

Key Features

In addition to standard reporting features, this report includes:

• Export Options. You may export the report by selecting the Print PDF button upon generation of the report. You can also export to Excel by checking the export to excel? check box before generating the report. 

Getting Started

To access the Employee Notes report, navigate to Book Icon » Reports » Employee Notes. From this page, you can adjust the following reporting parameters to tailor the report to your needs.

Report Parameters

Report Output

Animals

Employee notes created for animals within the specified date range. The parameters can be organized by clicking the column title names, which include:

• Animal 
• Owner 
• Note Type
• Note
• Created At 
• Created By 

Owners

Employee notes created for animals within the specified date range. The parameters can be organized by clicking the column title names, which include:

• Owner
• Animal Names
• Note Type
• Note
• Created At 
• Created By 

Export and Print the Report: 

If you'd like to export to a CSV file, check the tick box "Export to Excel?" in the report parameters at the top of the page before selecting the blue Generate Report! button. 

To get a PDF version of this report, click the green Print PDF button in the report parameters at the top of the page once you have generated the report.

Related Resources

• Employee Notes Topic Outline