The Notes Report available from the Reports menu on the Dashboard may be used to display all of the Technical and/or Client-Facing Notes recorded for a Client over a selected time period and is available either formatted or as XML. As opposed to the Notes tab - displaying notes up to a maximum of 999 days old - it is possible to view any notes recorded against currently installed devices through the Notes Report.
|3.||Choose the Client from the drop-down list or select All Clients|
|4.||Enter the time-period to generate the Report for in the From and To sections|
|5.||The Report type Formatted or XML is available from the Format drop-down list|
|6.||Select the type of Notes you want the Report to contain, Technical, Client or Both|
|7.||Decide upon the Device Type the Report is to be generated for, Server, Workstations or both Servers and Workstations.|
There is also the option to send the Client all of their Client Dashboard Notes Daily, Weekly or Monthly via the Client-Facing Notes Report.