The Field Note report allows you to list your field notes so they can be printed or saved to a digital file for archiving or distribution.
Field notes can be printed or exported into a PDF/XLS/XLSX/CSV for archiving and/or review purposes.
For more information about field notes in ExakTime Connect, you can refer to the following dedicated article.
- Click Reports from the menu bar.
- Click Field Note report under the List section.
Report Specific Options
The report specific options offer a number of options to specify what field notes should be shown, how they should be sorted, and if the employee filter should focus on the creator of the field note or field notes about an employee.
- Show Employee Notes - If enabled, will show field notes where an employee is the subject.
- Show Employee ID - Show the employee ID in addition to the employee name.
- Show Site Notes - If enabled, will show field notes where a location is the subject.
- Show Site ID - Show the location ID in addition to the location name.
- Show Cost Code Notes - If enabled, will show field notes where a cost code is the subject.
- Show Cost Code ID - Show the cost code ID in addition to the cost code name.
- Show Equipment Notes - If enabled, will show field notes where equipment is the subject.
- Show Equipment ID - Show the equipment ID in addition to the equipment name.
- Separate Names and IDs with - Separate the names and IDs of your entities with the selected option. Will not be available if "Show X IDs" is not enabled.
- Sort by - Sort your field notes based on the created date.
- Employee Filters limit by - Specify if your employee filters should filter the employees that created the note or field notes about an employee.
Filters
The filters for the field notes report is unique compared to other reports as it will focus on the subject of a field note if the type of field note is enabled from the "Report Specific Options". For example, the location filter will only filter field notes where a location is a subject. If you enable an employee, location, or cost code filter and do not select anything, it will exclude any field note with the given entity as a subject.
When using the employee filter, it will filter your field notes depending on the report-specific option to filter based on the creator of a field note or the field notes about an employee.
Examples of Filters
As the filters for the field notes report can be confusing at first, here are a couple common filter settings:
Field Notes submitted by an Employee
With the right settings and filter combination, this report will only show you field notes that an employee created, and will not show field notes where a location or cost code is a subject. This can be useful in situations where you just want to focus on what an employee has submitted to you.
- Employee Filters limit by - Set to "Employee who created the Note"
- Employee Filter - Set to "Selected" with the employee(s) that created the field notes selected.
- Location Filter - Set to "Selected" with nothing selected.
- Cost Code Filter - Set to "Selected" with nothing selected.
Field Notes submitted for a given Location
With the right settings and filter combination, this report will only show you field notes where a location is a subject and ignore field notes where an employee or cost code is a subject. This can be useful when you need to review the field notes about the happenings at the location.
- Employee Filters limit by - Set to "Person an Employee note is about"
- Employee Filter - Set to "Selected" with nothing selected.
- Location Filter - Set to "Selected" with the Location(s) that the field note is about.
- Cost Code Filter - Set to "Selected" with nothing selected.
Example of Report
The report should be created in a new tab based on your date range, report options, and filters.
