To access the list of Notes for all Clients in Eziplan, see the article Accessing Notes.
To create a report on Client Notes, navigate to Clients > Notes from the Eziplan Menu.
In the Clients Notes page is list of all Notes made in your Eziplan system. You can filter the list by opening the Search Options.
This feature lets you search for notes based on various parameters, such as client, staff member, date and time, and note type. For instance, if you want to view incidents from a specific week, set the Dates From and Dates To fields and choose the Incidents option under Note Type. You can also rearrange the list using the Sort By option.
Make sure to expand the list of notes visible on the page to include everything you wish to download, as only the notes displayed will be exported. To increase the number of notes shown per page, use the dropdown next to the Records Per Page option.
If notes are longer than the space provided on the page and you want to include the full details in your export, ensure you select Yes for the Show Note Details option in the search settings.
To export the results shown on the page to an Excel spreadsheet, click the green icon.
