Note Summary
A summary of notes added to profiles over a date range, with the note type and who added each one.
Overview
Use the Note Summary to review the notes your team has added to profiles over a chosen date range. It gives you one place to scan recent activity, follow up on flagged families, and see who logged each note.
What it shows
The person the note is attached to, linked to their profile.
The category of the note, such as a custom note type or system events like Product Removed, Email Sent, and Email Opened.
The body of the note.
When the note was added.
The staff member who added the note, linked to their profile when available.
Filters and columns
Use the date picker at the top to choose which period of notes to include.
Narrow the list to a single note type, including Product Removed, Email Sent, and Email Opened.
Add extra profile fields as columns. Select Display Columns, choose the fields you want to see, and save. Your selection is remembered for next time.
Where to find it
Open the Note Summary from Reports
Go to Reports > System and select Note Summary.
Set the date range and note type
Use the date picker and the Note Type selector to focus on the notes you care about. When both start and end dates are set, the page title shows that range next to Note Summary.
Troubleshooting
- The report is empty: No notes were added in the selected date range, or the chosen note type has no matching notes. Widen the date range or clear the note type filter.
- A column you expected is missing: Open Display Columns and confirm the profile field is selected, then save.