NetLoan System Notes Search
Overview
The NetLoan System Notes Search report provides a listing of all system notes generated from updates to core out-of-the-box NetLoan custom records.
Step by Step Process
Navigation:
NetLoan > Reports > Admin Reports > NetLoan System Notes Search > Run
Filtering:
The report search can be filtered using the date, record type, field, update type, user email, old value or new value.
Results
Upon running the report the user will see all the System Notes and who they were set by. Select the export button to download report into Excel.