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.
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.
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?
Hi,
You may filter the record by field "Record Created On" by specific date.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 290,522 Super User 2024 Season 2
Martin Dráb 228,441 Most Valuable Professional
nmaenpaa 101,148