Working with the Notes report

Overview

This report lets you download the notes added to projects.

Select the applicable tab for your edition of Responsive.

• 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.

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  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.