Note items can be accessed from a report in the Report Library. Refer to the Right-Click Menu to export Note items within the current view of the Notes Tab.
NOTE: You must have permission to Reports and Case > Notes Tab to utilize reports on the Case Reports Tab.
To access the Report Library:
Click the Reports icon
in the left navigation pane.
Click the Case or Audit option to locate Case Note reports. Alternatively, you may click the All option to scroll through all reports in the Report Library.
Select the desired report, such as Case Notes, to display the Report Details tab.
Report-specific criteria will display, allowing the report to be filtered as needed.
NOTE: Entry Date is a required field to run the Case Notes report.
Review Running a Report for additional options.