Summary

Export Notes Report is a tool in the Notes Page that allows users to download a notes report, containing the note information alongside any text from the document or transcript that the note is affixed to and the relevant metadata. The tool has some customisable options and the report can be produced in PDF, Word or Excel format. 

Users are also able to export the annotated documents or just the annotated pages themselves.

Users are also able to export the documents containing the annotations or just the annotated pages themselves.

We've set out below how the Export Notes Report tool can be used to download a report.

More information on:
- The Notes Page can be found here. 
- How to create an Annotation / Note can be found here. 
- The Export Documents menu can be found here. 

Exporting a Notes Report

  1. Select Note(s) to Export - From the Notes Page, select the note entries you would like to be included within the report.
  2. Select Export Notes Report Tool - Press the Tools dropdown and select Export Report. 
    1. Within the Tools dropdown, users can also select the two following export options, allowing the standard Export Documents menu to be utilised: 
      1. Export Documents - Exports the annotated documents. 
      2. Export Annotated Pages Only - Exports the annotated pages only within the documents. 
  3. Chose Report Format - From the Export Notes window, select the format of the report from PDF (default), DOC (Word), CSV (Excel) or XLSX (Excel).
  4. Choose Advanced Report Options - From the Export Notes window, press Advanced..in the bottom right and select any relevant advanced export options from the table below:

    Export OptionActionAdditional Information
    Include transcript line numbersChoose to include line numbers for the transcript notes. Included by default.
    Include transcript highlightingChoose to include highlighting for the transcript notes.Included by default.
    Include Transcript Tag and Designations InfoChoose to include Tag information for the transcript notes.Included by default.
    Include cover pageChoose to include a cover page (section) including the filter applied to the Notes Page.Included by default.
    Only applicable to PDF and DOC formats. 
    Exclude author and creation datestamps
    		Choose to exclude note author and creation dates.-
  5. Run Export - Press Export and for the:
    1. PDF and XLSX formats, a progress window should open, changing from Working... to Ready once complete with a confirmation message containing a download hyperlink appearing.
    2. DOC and CSV, a progress window won't appear however the download should automatically begin once the report is generated.
The export will save in your default location for downloads or you may need to select the download hyperlink to begin the download for PDF and XLSX.