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Working with the Notes report

Overview

This report lets you download the notes added to projects.

Working with the Notes report

  1. Click the 9-dot menu and select Reports.
  2. Click Notes report on the Reports and Dashboards page.
  3. Enter the search criteria to retrieve the information you want. You can search for notes on project notes types (if you are using them) project names, project types, project status, project stage, creation date ranges, and client name.
  4. When you are finished, click Export to to export the results.

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