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Pulling a Notes Report

Posted on by 15

I am trying to pull a Notes report-  all students' notes in one semester that includes their name, notes and the date.

I select "Notes" under "look for" but after that, unless I select each student separately by "Account," how do I pull all notes for a semester?

Thank you.

  • Suggested answer
    David Yu Profile Picture
    David Yu on at
    RE: Pulling a Notes Report

    Hi,

    You may use regarding filter to help to build the relationship between note and related records in your D365. You can choose any field in that related entity for filter purpose.

    pastedimage1620709523464v1.png

  • BrookeHarrington Profile Picture
    BrookeHarrington 15 on at
    RE: Pulling a Notes Report

    Thank you.   I was able to get the date, but can't figure out the field for the student (which, I guess, could be a client name, too).   I tried "user" but those seem to be the professionals/administrators.   Any thoughts?

  • Suggested answer
    David Yu Profile Picture
    David Yu on at
    RE: Pulling a Notes Report

    Hi,

    You may filter the record by field "Record Created On" by specific date.

    pastedimage1620618591632v1.png

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