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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Pulling a Notes Report
Customer experience | Sales, Customer Insights,...
Suggested Answer

Pulling a Notes Report

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Posted on by BrookeHarrington 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.

I have the same question (0)
  • Suggested answer
    David Yu Profile Picture
    David Yu Microsoft Employee on at

    Hi,

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

    pastedimage1620618591632v1.png

  • BrookeHarrington Profile Picture
    BrookeHarrington 15 on at

    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 Microsoft Employee on at

    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

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