Employee Notes Report

Overview:

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

This article includes: 

• Report Parameters: How to Generate the Employee Notes Report
• Report Output: Reviewing Employee Notes

Related Articles: 

• Creating Employee Notes
• Animal Icons

Report Parameters: 

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 

Exporting and Printing 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.