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Note Permission Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Note Permission Report. You can read more about Note Permissions here.

To access the Note Permission Report (available only to the database owner and admin users), click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 

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On the resulting page, your Note Permissions Report is accessible within the Permission Reports section: 

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After clicking Note Permissions, your report will open up.  Here's a look at a sample portion of a Note Permissions Report: 

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Here you'll see the permissioned notes, the name of the team or user who has access, the Note Category, Note Type and Date/Time the note was added. 
 

Above your report, you'll see several Options: 

 
 
The "filter" button presents you with a modal that will allow you to filter by any combination of the items displayed below:
 
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Clicking export will download the data and allow you to open it up in Microsoft Excel. 
 
The pdf button downloads a report, suitable for printing.   
 
Search sends the currently displayed contact names in your report to your Advanced Search page, where you can take further actions with those contacts. 
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