Filter by a specific time frame by selecting a date range and clicking Update, otherwise the report will default to the current month.

Filter by an individual with the Worker dropdown.

Filter by a specific category with the Note Category dropdown.

Uncheck Include Auto Notes to exclude notes automatically made.

Search for a case with the search bar.

Sort by a specific column by clicking on the arrows next to the column heading.

Export this report by clicking the small page with an arrow on the right-hand side above the dropdowns.

NOTE: This is a permission-based report, if you do not have access please contact your firm administrator.