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Knowledge and Support - Adaptive Insights

Notes that can be Displayed in Reports

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release. 

Question

What kinds of notes are visible within Reports, and how do I modify how they are displayed?

Answer

There are three types of notes that can appear in Reports:

- Cell Notes: applied to specific intersections within sheets, and will be either visible or hidden based on the 'Show cell notes' option in 'Report Properties'. Their contents cannot be edited directly from the Report, but rather directly from the sheet and cell they are present within.

Cell Notes.png

- Line Notes: applied to rows on the Report by right clicking and selecting 'Add Line Note' after saving within the Report viewer screen. Their display can be customized from the 'Notes' dropdown menu within 'Report Properties' and the Report viewer.

Notes Menu Report Viewer.pngNotes Menu Report Properties.png                           

- Report Notes: applied to the entire Report by selecting 'Add Report Note' from the 'Notes' menu at the top of the Report viewer screen, and will always appear as footnotes under the 'Report Notes' header at the bottom of the Report they are applied to. Their contents can then either be edited or deleted.

Below is a screenshot demonstrating each type of note present within the same Report:

Types of Notes.png

 

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