Comment and Note Report was designed to duplicate the functionality of the custom report for comments and notes that we used in WFC. Since all managers have manager level access in WFD, managers can now run this report themselves and shouldn't need to rely on someone else to execute it for them.

This is an overview of how to access the dataview and how to filter it to get the information you need. 

1. Use the main menu to navigate to the Dataviews & Reports -> Dataview Library then select the MSLCC_Comment+Notes_Report

2. Once you are in the dataview you need to select your timeframe and people group as needed

3. You will then need to filter the results according to what you are looking for. To do this one expands the filter row

4. Now you can filter out specific comment or note texts, but to duplicate the old report and pick thru the results, filter comment by "is not null"

Optional

• You can combine filters to then find individuals with comments / paycodes / notes.

• If you do need to exchange a copy of the output, you can use the share option to access the export or print options