The Notes Report button allows users to generate an Excel spreadsheet with information on Person Notes for all Participants of the selected Sponsor. The spreadsheet will include information such as Creation Date, Note Type, Note Text, and more.

• Note Type Filter: select whether to include Informational notes, Contact Inquiry notes, and/or notes without a specified type.
• Note Status Filter: select which notes will be included in the report based on their current status, such as Completed notes or notes that are Waiting for Participant.
• Start Date Limits: check the box to set limits on the start dates of the notes to be included in the report.

• Person Note Definition
• Manage Person Notes