Nominal Notes Report

Use this report to print the notes created for nominal account records. You can use selection criteria to determine which note records are listed. For example, you can restrict the list to a range of master records, persons identified in the Action For box, user records (those responsible for creating the notes) and action dates. You can also select by priority level and optionally include notes not intended for action, or that have already been marked as complete.

To Print the Nominal Notes Report

1. Open the Nominal folder and then click Reports or click the Financials tab and then click Nominal - Reports on the Ribbon Bar.

2. Click Nominal Notes.

3. In the Sequence list, select the sequence option you want. You can produce the report in account, user or action for sequence.

4. Use the From and To lists to define the range of records you want included in the report.

5. Use the Priority list to select the level of action priority to be included in the report.

6. To include notes with no actions, select Include No Action.

7. To include completed note actions, select Include Completed.

8. Click OK. On the Publisher form, click the tab to select the output device you want to use and then complete any settings or options you want to apply to the output device. To process the output, click Publish.