Notes Report¶
- Notes Report¶
This report is generated from the blue Toolbar > Cloud > Reports, where it is listed as Notes Report. It contains information about any Tasks or Notes that have been recorded about those included in the target group. Its original purpose was to provide a tool for a minister who makes follow-up phone calls to guests. He needed to know the results of previous follow-up. This report provides a summary of what has already been done toward the individuals. By default, this report sorts alphabetically.
For each person, the report lists the name and People ID#, the mailing address, the home, cell and work phone numbers, the email address, the birthday, and the member status.
It also contains an attendance string (dots for absent and P for present), which indicates when the person has attended anything in the past 52 weeks.
The Tasks & Notes section lists any Notes, as well as any Tasks that have been completed. Each entry shows the date, the name of the person who completed the Task or who owns the Note, and the text of the note itself. Tasks that are still open (not completed) are not included.
The best use case is to run this report for the search builder results when you search for recent guests.
Note
This report was formerly named the Contact Report and listed the legacy Contacts recorded about each person. It now reports on Tasks and Notes instead.
Sample Report¶
Sort by Address¶
The option just below the Notes Report is Notes Report (Sorted by Address), which sorts by the address instead of alphabetically.
It sorts first by State, City, Zip, and then Street Address. This is very helpful for people living at the same address, but who have different last names. When you sort by address, they will all be grouped together.
See also
Renamed to Notes Report and updated content to reflect Tasks & Notes.