Working with Notes Manager
In the Note Manager, you can perform the following tasks:
Task on Note Templates | Perform these Sub Tasks | For More Information |
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Viewing the Source Reports from Note Template |
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Viewing the Source Reports from the Note Template |
Changing the Data Source |
You can change the data source that is pointing to the Note Template. |
Changing the Data Source for the Note Template |
Granting Access to the Note Template |
You can Grant Access to the Note Template. |
Granting Access to the Note Template |
Deleting the Note Template |
You can delete the Note Template and associated Notes. |
Deleting the Note Template |
Migrating Notes Artifacts from one environment to another |
You can now migrate Note Templates, Notes and Note Formats from one environment to another via the Notes Manager. |
Migrating Notes Artifacts from One Environment to Another |
Task on Notes | Perform these Sub Tasks | For More Information |
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Viewing the Source Reports from Notes |
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Viewing the Source Reports from the Notes |
Granting Access to the Notes |
You can Grant Access to the Notes. |
Granting Access to the Notes |
Deleting the Notes |
You can delete the Notes. |
Deleting a Note |
Viewing the Note Text |
You can view the Note Text. |
Viewing and Editing the Note Text |
Editing the Note Text |
You can edit the Note Text. |
Editing the Note Text |
Clearing the Note Text |
You can clear the Note Text. |
Clearing the Note Text |
Exporting Notes |
You can export the Notes. |
Exporting Notes |
Watch this tutorial video, you’ll learn how to create and manage note templates in Reports.
-- Creating and Managing Note Templates.
Watch this tutorial video, you’ll learn how to use notes in Reports.