The Notes - Event and Customer report lists notes associated with events or exhibitors. You can filter by event dates, note dates, and keywords, and choose how the results are sorted.
Description
Use the Notes - Event and Customer report to review notes associated with events or exhibitors. Select a date range for the events, choose which note types to include, and filter by when notes were created or modified or by note keywords.
Report Example
Available Filters
Use the following filters to select the events, note types, and notes included in the report.
| Field Name | Available Values | Default |
|---|---|---|
| Event Starting Date | Any date | Not specified |
| Event Ending Date | Any date | Not specified |
| Event(s) | Events taking place within the selected date range | None |
| Type | Event Exhibitor |
Event Exhibitor |
| Sort By | Exhibitor Booth |
Exhibitor |
| Note Created Start | Any date | Beginning of time |
| Note Created End | Any date | Today |
| Note Modified Start | Any date | Blank |
| Note Modified End | Any date | Today |
| Keyword(s) | One or more note keywords | All keywords |
Filter Details
Event Starting Date and Event Ending Date: Set the date range for the events included in the report. No default dates are specified.
Event(s): Selects events taking place within the date range above. No event is selected by default.
Type: Selects which notes to include: Event, Exhibitor, or both. Both types are selected by default.
Sort By: Determines whether results are sorted by exhibitor or booth. Exhibitor is selected by default.
Note Created Start and Note Created End: Set the date range for when notes were created. The default range begins at the beginning of time and ends today.
Note Modified Start and Note Modified End: Set the date range for when notes were modified. The start date is blank by default, and the end date is today.
Keyword(s): Filters notes by one or more keywords. All keywords are included by default.
Sample Report
Open the Notes - Event and Customer PDF to see an example of the completed report.