Adding a internal note to a report

Article author
Maddison Taubert
  • Updated

Adding general and/or critical notes to a report can help display extra information to your client that isn't necessarily relevant to a certain report item. It could be a note that is relevant to the entirety of the service or something that requires urgent attention by your client.

You are only able to add a General or Critical Note to a report once it has already been created.

 

Step 1: Create a report on either the task or from the reports page. 

Step 2: 'Edit' this report from reports page (Tools > Reports) or 'View' the report on the task under the reports tab and then click 'Edit' once you're viewing the report in question.

You will be directed towards this page:

Screen_Shot_2017-05-22_at_11.29.53_am.png

Step 3: Add your intended note into the 'General Note' and 'Critical Note'. Press 'Save Report'.

Step 4: Generate a new PDF. 

 

NOTE: If the newly generated PDF doesn't show a Critical or General Note, it might mean your templates need updating. Email support if this is the case.

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