The Object Notes Report provides a summary of notes added to selected objects during the selected period. It helps users review which object has notes recorded and the number of notes associated with it, with an option to view the complete note details.
Benefits
- Review notes added to objects.
- Identify objects with recorded notes.
- View the number of notes associated with each object.
- Review note titles and descriptions.
- Check when a note was created and who created it.
How to Access
- Report-->Activity-->Object Note
Filters
Use the available filters to generate the report:
- Company: Select the required company.
- Date Selection: Select the required date or date range.
- Branch: Select the required branch.
- Vehicle Group: Select the required vehicle group.
- Vehicle Type: Select the required vehicle type.
- Vehicle Brand: Select the required vehicle brand.
- Vehicle Model: Select the required vehicle model.
- Object Selection: Search and select the required objects from the available hierarchy.
Additional options include Save Filter, Delete Filter, Apply, XLS, PDF, and CSV.
Report Layers
The Object Notes Report has two layers: Object Notes Summary → Object Notes Detail.
Layer 1 – Object Notes Summary
Provides an overview of notes recorded for each selected object.
Key information includes:
- Company
- Branch
- Object
- Notes
The Notes column displays the number of notes recorded for the object.
Click the + icon against an object to view its note details.
Layer 2 – Object Notes Detail
Provides the individual notes recorded for the selected object.
Key information includes:
- Sr. No
- Title
- Description
- Created
- Created By
How to Read
Read the report from object-level note summary → individual note details.
Layer 1 – Object Notes Summary
- Identify the object using Company, Branch, and Object.
- Check the Notes count to see how many notes are associated with the object.
- Expand the object to view the individual notes.
Layer 2 – Object Notes Detail
- Review the Sr. No and Title of the note.
- Read the Description for the note details.
- Check Created to identify when the note was added.
- Check Created By to identify the user who created the note.
Take Action
- Apply filters based on date, company, branch, vehicle details, and objects.
- Expand an object to review its individual notes.
- Review the Title and Description to understand the note.
- Check Created and Created By for note history and ownership.
- Export the report in XLS, PDF, or CSV format.
Important Notes
- The report displays notes based on the selected date and object filters.
- The Notes value in the summary represents the number of notes associated with the object.
- Individual note information is available in the detail layer.
- The detail layer displays the note's title, description, creation date/time, and creator.