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Notes
Page Location: Applicant File > Notes
Report Results
- Date = Note Date
- Note Type = Note Type selected
- Follow-up = Date entered as a follow up date, creating a task item
- Author = User who entered the note
- Note = Detail of the note
Report Format Options
By default, all reports display in an HTML format. This means that the report will run and be previewed on the computer screen. Remember that in this mode, the first page will be displayed but if the report is longer than one page, press the > or >| icons or type in a number to move to a specific page. Use the < or |< to move backwards in the report.
From the preview screen, take the following steps to obtain the report in other formats.
- Click the printer icon to print the whole report to a local printer to obtain a hard-copy of the report.
- Use the drop-down list (Export to the selected Format) to choose program which can then be used to analyze the data further. Press 'Export' after selecting an option.
- Acrobat (PDF) file
- CSV (comma delimited) - opens in spreadsheet programs (like Excel)
- Excel 97-2003
- Rich Text Format - opens in document publishing programs (like Word)
- TIFF file - opens in a Photo Viewer
- Web Archive - opens in a browser
- XPS Document - opens in XPS Viewer
See also
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