Client Notes

The Client Notes report displays the client notes for multiple clients. This report has the option to view the full note or a note summary.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

• Security group profile > Functional rights > Reports > Shared Library > Shared Views
• Security group profile > Functional rights > Reports > Firm Library > Custom
• Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
• Security group profile > Functional rights > Reports > Firm Library > <report name>
• Security group profile > Functional rights > Administration Manager > Client Manager > Client profile

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
Option	Setting	Description
Display full notes or summary	List	Includes the note as a summary or the full note. The options are Summary and Full. Note: The summary version shows only the first 44 characters, including spaces, of note text.

Default Filters
Field Name	Operator	Value
Date	Between	First Day of Current Month, Today

Optional Filters
Available Fields
Business Code	Client Office	Note
Category	Client Primary Service Type	Primary Partner
Client	Client Region	Private
Client - Principal	Client Sub ID	Return Group
Client Bill Manager	Client Type	Staff
Client Business Unit	Date	Subject
Client ID	Financial Reporting Client Group	Tax Type
Client ID.Sub-ID	Line of Business
Client Name	Manager

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Grouping
Available Fields
Business Code	Client Office	Primary Partner
Category	Client Primary Service Type	Return Group
Client	Client Region	Line of Business
Client - Principal	Client Sub ID	Sort Name
Client Bill Manager	Client Type	Staff
Client Business Unit	Financial Reporting Client Group	Tax Type
Client ID.Sub ID	Line of Business
Client Name	Manager

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

 

Sorting
Available Fields
Category	Date	Subject
Client ID.Sub ID	Private
Client Name	Staff

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field	Description
Client ID	The client ID and sub-ID (Client ID.Sub-ID).
Client Name	The name of the client.
Category	The category assigned to the note.
Staff	The staff that created the note (Last Name, Firs Name).
Date	The date the note was entered.
Private	Indicates if the note is marked private.
Subject	The subject of the note.
Note	The text of the note.

Client Notes Sample Report