Introduction to Note Formats

A Note Format defines the output content, layout, and format of the Notes text function. You can create and maintain Note Formats in the Note Manager and can use Note Formats across multiple reports.

In a Note Format, you can:

  • Add Sections (rows) with text functions to display Note information and metadata above the note content.

  • Define the text formatting applied to each function.

  • Reorder and move Sections.

  • Define indention levels for the output and at the Section level.

Create a Note Format in the Note Format Manager, which is Accessible via the Note Manager. See Accessing the Note Format Manager.


create a note format

For example, this Note Format has multiple Sections with formatted text functions to return Note metadata before displaying the Note Content, as defined in the last section.


let's review this note format

The result of using this Note Format in a text box with a Note Text function, where three Notes were entered in two Note templates. See the following image, you can preview the two Note Name such as Performance Summary and Variance Summary and then followed by the respective Note Author, Note POV Dimensions, and Note content.


preview the note format

Note:

  • All Narrative Reporting users have view permission to all Note Formats.

  • Users with the Report Administrator role can edit Note formats.