IN BRIEF
The Notes Report (CLA-19), also called the "Class Notes Report", provides a detailed list of class-related notes, including priority, status, staff member, and note content. This report helps administrators track communication and internal notes tied to classes. You can filter results by date, priority, status, staff, and location, then export the report in multiple formats.
Overview
The Notes Report displays all notes attached to classes within the System. Each entry includes key details to help review and manage notes effectively.
The report includes:
- Note priority (Critical, Medium, Low)
- Note status (Open or Closed)
- Class name associated with the note
- Subject of the note
- Date the note was created
- Staff member who created the note
- Full text of the note
Available Export Formats
- HTML
- XLS
- CSV
This flexibility allows you to review notes directly in the System or export them for sharing, auditing, or recordkeeping.
Accessing the Report
- From the main navigation menu, go to Reports.
- Select Notes Report (CLA-19).
Step-by-Step Instructions
- Navigate to the Notes Report (CLA-19).
- Configure the report filters based on your needs.
- Select your preferred export format (HTML, PDF, XLS, or CSV) to generate the report.
Filter Options
Date Method:
-
From Start to End Date
- Includes notes created at any point within the selected date range.
-
Day of Start Date
- Includes notes created on the selected start date only.
-
Week of Start Date
- Includes notes created within one week after the selected start date.
Start Date / End Date:
- Define the date range used by the selected date method.
Note Priority:
- All
- Critical
- Medium
- Low
Note Status:
- All
- Open
- Closed
Staff:
- Limits results to notes created by a specific staff member.
Sort By:
- Class Name
- Priority
- Last Update
Location Options:
- Results reflect the currently selected location when using “Active” status.
- The student must be active in the selected location to appear in results.
- Select Include All Locations to include enrollments from all active locations, not just the currently selected one.
Generating the Report
- Select one of the available export options (HTML, PDF, XLS, or CSV) to generate the report.
- The System immediately generates the report in the selected format.
Troubleshooting & FAQs
-
Why are no notes appearing in my report?
- Verify your date range, date method, and filters such as staff, priority, or status. Narrow filters may exclude expected results.
-
What is the difference between the date method options?
- “From Start to End Date” includes the full range, “Day of Start Date” limits results to one day, and “Week of Start Date” includes one week starting from the selected date.
-
Why are some notes missing when the remote is run for certain locations?
- If “Include All Locations” is not selected, results only reflect the currently selected location and active enrollments.
-
Can I export this report for sharing or analysis?
- Yes. Select HTML, PDF, XLS, or CSV to export the report in your preferred format.