Viewing the Source Reports from the Note Template

To view the Source Reports from the Note Template:
  1. Log into Narrative Reporting. On the Home page, select notes icon.
  2. In the Notes Manager, highlight a Note Template, and then click Actions icon to select View Source Reports.
    To view a Note Source Report
  3. Optional: In the Source Reports dialog, select a Note Template, and select Action, and then click Edit.
  4. Optional: In the Source Reports dialog, select a Note Template, and select Action, and then click Open.
    edit or open a Note Template