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
Viewing the Source Reports from Note Template	View the source reports from the Note Template. You can then either open or edit a selected report.	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
Viewing the Source Reports from Notes	View the source reports from the Notes. You can then either open or edit a selected report.	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.

-- Creating Notes in Reports.