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The notes report lets you pull a report of notes across your organisation, filtered by note type. Access the report from Reports → Notes Report.

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Running a notes report

Use the drop-down list on the left-hand side to select the type of note. Once loaded, you can sort, filter and export the results to Excel. Notes report with type selection and filter options

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Adding a note to multiple clients

Use Add Bulk Note to add the same note to several clients at once, rather than adding it to each client profile one by one.
1

Open the notes report

Go to Reports → Notes Report.
2

Click Add Bulk Note

Click Add Bulk Note. Add Bulk Note
3

Select the clients

Tick the box next to each client you want to add the note to.
4

Complete the note details

Fill in the note fields the same way you would when adding a single note. For a description of each field, see Managing a note.
5

Save the note

Click Save Note. The note is added to the Notes tab of each selected client.

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Running into issues?

See General troubleshooting for common errors and fixes.

Progress notes

Record and manage client progress notes

Notes and tasks

Manage notes and tasks on client profiles

Client reports

Run reports on client data