Who is this article for?

Full Users who want guidance on creating a Registers & Forms Notes Report in Assurance.

Full User Type is required.

You can run a Registers & Forms Notes Report to see the notes that have been added to a form in a selected register.

1. How to create a Registers & Forms Notes Report?

1. Select Reports from the navigation bar.
2. Under the Built In Reports section, filter for Registers & Forms.

   

3. Select Registers & Forms Notes Report.

2. How to apply filters to the Registers & Forms Notes Report?

1. Select on the magnifier glass icon in the filter bar.
2. Filter for the desired register by selecting from the Registers & Forms Template dropdown menu.
3. To add additional filters, select Add Another Filter and filter by fields such as Business Unit, Status or Note Type.
4. By default, the Registers & Forms Notes Report will display the most recent note for each form. You can customise this value by increments of five up to 20 Most Recent Notes for each form.

3. How to set up the Registers & Forms Notes Report?

1. To rearrange fields in the report, drag and drop them by selecting and holding the ellipsis next to a field name.
2. To add more fields, type to search in the box underneath Fields.
3. You can also Sort & Goup your report by various fields, such as sorting by the ascending Key order.

4. How to export the Registers & Forms Notes Report?

You can export your report as a PDF or Spreadsheet. Select Export for PDF or select the dropdown arrow for additional options. For a spreadsheet, select Spreadsheet to download a CSV file.