Employee Notes Report

Kathryn H.
Kathryn H.
  • Updated

Overview:

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

 

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Related Articles: 

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

Setting Description
From View employee notes created on or after this selected date.
To  View employee notes created on or before this selected date. 
Animals Check this box to include employee notes added to animal profiles during the selected time frame.
Owners Check this box to include employee notes added to owner profiles during the selected time frame. 
Export to Excel? Check this box to export report results to excel. 
 

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 

Screen_Shot_2021-01-29_at_1.49.06_PM.png

 

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 

Screen_Shot_2021-01-29_at_1.44.04_PM.png

 

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.

Screen_Shot_2021-01-29_at_1.55.20_PM.png 

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