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edited May 6, 2019 7:01PM in Narrative Reporting

Summary

In these tutorials, you learn how to work with note templates and notes in Management Reporting.

Content

  1. Creating and Managing Note Templates

    In this video, you learn how a report administrator creates a note template, inserts it into a report, and defines the POV, initial text and formatting.

  2. Creating Notes in Management Reporting

    In this video, you learn how a user with the appropriate permissions selects a POV in a report, runs the report in HTML, and enters formatted text to create a note.

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